Waggoner Financial

Executive Assistant

Executive SupportConfirmed live in the last 24 hours

Full-timeLansing, MI, USAIn-person

Strong written and verbal communication skills and a professional, client-first demeanor.
High attention to detail and comfort managing multiple priorities in a fast-paced office.
Proficiency with Microsoft Office, including Outlook, Word, and Excel, and comfort learning new software, including customer relationship management 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.

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 customer relationship management data entry and maintenance to keep client records accurate and current.
Handle general office administration, including mail, supplies, vendor coordination, and expense tracking.

Waggoner Financial · Lansing, United States · Full-time · Posted 2026-08-21

Salary: USD 50,000–70,000

Workplace: on_site

Department: Operations

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.

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.

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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