<ul><li>Answering phones and greeting visitors</li><li>Scheduling appointments and maintaining calendars</li><li>Collecting and distributing mail</li><li>Preparing communications such as memos, emails, invoices or reports</li><li>Writing and editing letters, reports and instructional documents</li><li>Creating and maintaining electronic and physical filing systems</li><li>Managing accounts and performing basic bookkeeping</li><li>Performing data entry and analysis</li><li>Assisting with event planning and coordination</li><li>Ordering and maintaining office supplies</li><li>Processing expense reports</li><li>Managing travel arrangements</li></ul>
<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>
<p>We are seeking a highly organized, proactive, and detail-oriented Executive Assistant to provide high-level administrative support to senior leadership. The ideal candidate will be a strong communicator, able to manage multiple priorities, handle sensitive information with discretion, and anticipate the needs of executives in a fast-paced environment. </p><p>Responsibilities:</p><ul><li>Provide high-level administrative support to C-suite executives, ensuring day-to-day operations run smoothly and efficiently.</li><li>Manage complex calendars, coordinate appointments, and schedule internal and external meetings.</li><li>Oversee email management, including drafting correspondence, prioritizing communications, and responding on behalf of executives as appropriate.</li><li>Coordinate domestic and international travel arrangements, including itineraries, lodging, transportation, and related logistics.</li><li>Prepare and process travel expenses, expense reports, and reimbursement documentation.</li><li>Track budgets and assist with expense monitoring and reporting.</li><li>Prepare meeting agendas, compile supporting materials, and ensure executives are well prepared in advance of meetings.</li><li>Attend meetings, take accurate meeting minutes, and distribute notes and follow-up action items.</li><li>Create, edit, and format reports, presentations, spreadsheets, and marketing materials with a high level of accuracy and professionalism.</li><li>Maintain organized files, records, and administrative systems.</li><li>Support special projects and other executive or departmental initiatives as assigned.</li></ul>
<p>We are looking for a highly organized and proactive Executive Assistant to join our team in Battle Creek, Michigan. In this long-term contract position, you will provide high-level administrative support to executive leadership, ensuring the efficient management of schedules, correspondence, and special projects. This role requires exceptional communication skills, attention to detail, and the ability to collaborate effectively across teams and external partners. M-F, 8am-5pm. Long-term contract.</p><p><br></p><p>Responsibilities:</p><ul><li>Provide administrative assistant support for three directors</li><li>Support travel – travel requests; travel reports</li><li>Team retreats or team meetings, both internal and with other teams – arranging meeting space, logistics, menus</li><li>Special events – coordination with vendors and other participating organizations, supporting event logistics and activities, meeting and travel scheduling</li><li>Handling media requests and communications inquiries - assisting with monitoring the media and communications inboxes for incoming inquiries and tracking responses</li><li>Process p-card expenses</li><li>Backup contract support – vendor tracking, contract tracking, contract renewals</li><li>Leader presentations – support presentation material, meeting materials, board reports</li></ul><p><br></p><p>• Build and maintain strong relationships with colleagues, grantees, and partners to support team and organizational activities.</p><p>• Provide executive-level administrative support, including managing confidential information, scheduling meetings, preparing documents, and coordinating travel logistics.</p><p>• Assist with budget planning and administration by analyzing financial data, processing invoices, reconciling accounts, and generating reports.</p><p>• Lead specific projects identified by leadership, developing project plans, tracking progress, and ensuring deadlines and budgets are met.</p><p>• Facilitate team and project meetings, updating tools like Trello boards, and engaging team members to achieve desired outcomes.</p><p>• Coordinate with other teams to plan meetings, manage office space logistics, and support internal and external events.</p><p>• Act as a talent liaison by collaborating with HR and leadership teams on initiatives such as onboarding, talent acquisition, and organizational development.</p><p>• Represent the organization in cross-functional working groups, providing thought leadership and project management expertise.</p><p>• Assist in organizing Executive Council and leadership cohort meetings, ensuring smooth coordination and facilitation.</p><p>• Perform additional duties as assigned, contributing to the overall success of the team.</p>