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Waggoner Financial
Executive AssistantWaggoner Financial • Lansing, MI, US
Executive Assistant

Executive Assistant

Waggoner Financial • Lansing, MI, US
7 days ago
Job type
  • Full-time
  • Quick Apply
Job description
  • Manage calendars, scheduling, and meeting logistics for advisors and firm leadership.
  • Serve as a first point of contact for clients by phone, email, and in person, ensuring a warm and professional experience.
  • Prepare, proofread, and organize client-facing documents, agendas, and correspondence.
  • Support CRM data entry and maintenance to keep client records accurate and current.
  • Handle general office administration: mail, supplies, vendor coordination, and expense tracking.

Requirements

  • Strong written and verbal communication skills, with a professional and client-first demeanor.
  • High attention to detail and comfort managing multiple priorities in a fast-paced office.
  • Proficiency with Microsoft Office (Outlook, Word, Excel) and comfort learning new software, including CRM systems.
  • Discretion and sound judgment when handling confidential client and financial information.
  • A proactive, self-starter mindset and genuine interest in supporting a collaborative team.

Benefits

  • Comprehensive health, dental, life, and short and long term disability insurance.
  • 401(k) with company match.
  • Generous paid time off.
  • Direct mentorship from senior advisors, with a clear path to expanded client responsibility.
  • Competitive base salary plus performance based incentive compensation.
  • A small, collaborative firm environment with direct access to leadership and a real seat at the table.
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Executive Assistant • Lansing, MI, US

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