Administrative Assistant - Troy, MI

Position: Administrative Assistant Firm: EPI Financial Group Location: Troy, MI Overview: Join a trusted leader in the financial and estate planning industry! EPI Financial Group based out of Troy, MI began over twenty years ago with a vision: to help individuals coordinate their finances with their estate planning needs. We are seeking an Administrative Assistant to join our team. The ideal candidate will be motivated to start a career in the financial industry. If you are dependable and highly detail oriented we have the opportunity for you! What you'll do: Answer phones in a friendly, warm manner Calendar management, including setting and confirming appointments Prepare documentation and materials in advance for client appointments Maintain the firm's CRM system (Redtail) through accurate data entry and database management Assist clients with issues, concerns and account inquiries Manage filing system Sort, scan and distribute incoming mail and deliveries Maintain job-related/industry specific compliance files Prioritize daily tasks to be proactive in time management What We're Looking For: High School Diploma Proficient skills with MS Office Suite Comfortable and familiar with CRM platforms Strong organizational skills and strong attention to detail Excellent communication skills; both verbal and written delivered with a sincere and caring attitude Thrive in a "time sensitive" environment and adaptable to change without affecting the quality of work Possess a willingness to learn and openness to feedback What You'll Get: Pay & Perks: $35,000 - $40,000/year based on experience + bonus potential Health and dental insurance after 90 days 401k with matching PTO Opportunities for career growth alongside ongoing training and professional development Schedule: In office: Monday-Thursday, 7:30am-4:00pm Friday's, 7:30am - 3:00pm Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com Pay Range: $35,000 - $40,000 per year

Created: 2026-03-04