Front Desk Administrator

Our growing wealth management firm in Franklin, MI is seeking an organized, detail-oriented Front Desk Administrator to help create a seamless and welcoming experience for every client. At Wealth Trac Financial, we believe every interaction matters. As a member of our team, you'll play an important role in delivering the outstanding service that helps our clients feel supported.

Wealth Trac Financial LLC is an independent, fiduciary-based wealth management firm dedicated to putting clients' best interests first. Founded in 2007 by a top-producing advisor who envisioned a different approach to financial planning, our firm was built on the belief that clients deserve personalized advice, exceptional service, and trusted guidance—not the priorities of large corporate shareholders. That commitment continues to shape everything we do today.

Responsibilities

• Answer phones and greet clients in a friendly, warm manner
• Record notes from every client conversation in the database
• Enter and maintain databases of clients and prospects
• Maintain an organized, compliant, and efficient electronic filing system
• Pull appropriate client and prospect files every morning for scheduled visits
• Prepare conference rooms for client and prospect visits
• Manage advisor’s calendar regarding visit scheduling and rescheduling
• Maintain the office environment in an immaculate and organized condition
• Maintain job-related/industry-specific compliance files
• Assist in coordination and scheduling of marketing calendar
• Develop and mail letters to clients for various purposes upon request

Requirements

• 1 year of administrative office experience in a fast-paced environment
• Bachelor’s degree preferred
• Attention to detail and accuracy
• Positive and professional attitude
• Proficiency with Microsoft Office Suite
• Experience with CRM systems
• Strong organizational skills with the ability to prioritize projects and manage time effectively
• Excellent customer service skills, including superior verbal and written communication
• Demonstrated strong follow-through and reliability
• Persistent and dedicated to achieving high-quality results

Nice to Have

• Financial industry experience preferred

Benefits

• Health & Dental
• PTO
• 401k and Roth 401k with company match

Pay

$50k - $65k/year based on experience

Schedule

On-site 9-5 Monday-Friday with minimal evenings