Waggoner Financial
Executive Assistant
Lansing, Michigan · Full-time · Posted Aug 21, 2026
About the job
Provides administrative and client-facing support to financial advisors and firm leadership, including scheduling, document preparation, CRM maintenance, and office operations.
What you'll do
- Manage calendars, scheduling, and meeting logistics; serve as a first point of contact for clients.
- Prepare and organize client-facing documents, agendas, and correspondence; maintain CRM records.
- Handle office administration, including mail, supplies, vendor coordination, and expense tracking.
What they ask for
- Strong written and verbal communication skills and a professional, client-first demeanor.
- High attention to detail and ability to manage multiple priorities in a fast-paced office.
- Proficiency with Microsoft Office (Outlook, Word, Excel) and comfort learning CRM systems and other software.
- Discretion and sound judgment with confidential client and financial information.
Nice to have
- A proactive, self-starter mindset.
- Genuine interest in supporting a collaborative team.
Tools
Microsoft Office, Outlook, Word, Excel, CRM systems
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