Administrative Assistant

Company Description Kammeraad Financial Group, LLC is a financial planning firm located in Holland, MI with over 50 years of combined experience. Our team is committed to providing financial strategies and a holistic financial plan to our clients to achieve their goals for life. Role Description This is a full-time on-site role for a Client Services Associate. The Client Services Associate will be responsible for providing customer support, communicating with clients, and delivering exceptional customer service to clients. Additionally, the Client Services Associate will assist in financial planning processes and other tasks as assigned. Qualifications Strong client services and customer support skills Excellent communication and interpersonal skills Previous experience in a customer-facing role, preferably in finance or a related industry Knowledge of financial planning processes and services Experience with administrative tasks and documentation Bachelor's degree in Finance, Business Administration or a related field is preferred Series 7 & 63 licenses or ability to obtain