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1 result for Business Development Officer in Kalamazoo, MI
- Marshall, MI
- onsite
- Temporary to Hire
- 19.7885 - 23 USD / Hourly
- <p>We are looking for a dedicated Administrative Business Partner to join our team in Marshall, Michigan. In this role, you will provide comprehensive administrative support to ensure the smooth operation of investment-related processes and client interactions. This is a Contract to permanent position, offering an excellent opportunity to develop your expertise in a collaborative and fast-paced environment. This role is 100% onsite, M-F, 8am-5pm.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and process documentation for new investment accounts, including quotes and business proposals.</p><p>• Generate financial and investment illustrations, presenting results to clients effectively.</p><p>• Submit and track paperwork with agencies and investment firms, ensuring timely completion and compliance.</p><p>• Communicate with external parties to facilitate fund releases and resolve processing issues.</p><p>• Monitor applications for compliance, address concerns, and provide regular updates on status.</p><p>• Accurately input client data and maintain detailed records to support retention and prospecting efforts.</p><p>• Transcribe meeting notes and assist with administrative tasks such as greeting walk-in clients.</p><p>• Utilize systems like Redtail, Microsoft Office Suite, and Equipt to enhance workflow efficiency.</p>
- 2026-04-24T00:00:00Z