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Financial Services of America

Independent financial planning and insurance provider

First Impressions

Administrative Support +1Confirmed live in the last 24 hours
Full-timeFarmington Hills, MI, USA$38.5k /yr

About the Job

Requirements

  • Previous experience as a receptionist or administrative assistant is preferred, but not required.
  • Strong organizational skills and the ability to prioritize tasks effectively.
  • Excellent time management skills to meet deadlines in a busy environment.
  • Familiarity with office management procedures and basic computer software, such as Microsoft Office Suite.
  • Strong interpersonal skills and a customer-focused attitude.
  • Ability to work independently and as part of a team.

Responsibilities

  • Greet and assist visitors and clients in a friendly and professional manner.
  • Manage incoming calls, emails, and correspondence, directing them to the appropriate personnel.
  • Maintain an organized front desk area and ensure office supplies are stocked.
  • Schedule appointments and manage calendars for staff members.
  • Perform data entry tasks and maintain accurate records.
  • Assist with client support inquiries by providing information as needed.
  • Support office management tasks, including filing, copying, and document preparation.
  • Collaborate with team members to ensure efficient office operations.
  • Handle confidential information with discretion.

Desired Qualifications

  • Experience in the finance industry is a plus but is not required.
  • Bilingual abilities are a plus for communicating with diverse clients.

About the Company

Financial Services of America

Independent financial planning and insurance provider

Financial Services of America provides independent financial planning and insurance services in Michigan, offering a full lineup of insurance and investment products and a one-stop shopping experience with discounted access to CPAs, estate attorneys, mortgage experts, and insurance professionals. Its products come from FSA for insurance, AE Financial Services, LLC (AEFS) for securities, and FSA Advisors (FSAA) for investment advisory, with each entity operating separately. The company uses its independence to provide an unbiased, educational approach to personal finance, helping clients understand options and coordinate strategies. The goal is to help clients build holistic financial plans by coordinating advice from multiple professionals and ensuring comprehensive coverage for insurance and investments.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Warren, MI
Founded
1984

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