Broker Check

Sparta Office

33 Applewood Dr

Sparta, MI 49345

Jop Opportunities

Administrative Assistant

We are seeking a full-time Administrative Assistant.

We are a team-oriented group searching for a candidate who demonstrates a professional attitude in both demeanor and appearance, a team player who is skilled in problem-solving, and able to utilize feedback to improve performance. Use of technology is a requirement of this position, but the candidate should also have attention to detail and great interpersonal skills as they may interact directly with our clientele.

The Administrative Assistant will provide support to the Financial Advisor(s) and Office Manager. The Administrative Assistant is involved in data gathering, preparation of paperwork, review preparation, insurance illustrations, research, reporting, and database management. This role may assist with new account set-up, portfolio administration, and existing account maintenance.

Working hours are 8:00 AM to 5:00 PM, Monday through Friday, this is not a remote position. Occasional evening hours per specialized projects.

Send cover letter and resume to