This is a full-time on-site role for an Investment Administrator located in Michigan, within the United States. One-year of experience within the financial services industry or a graduate with a Bachelor’s Degree. The Investment Administrator will support the finance team with day-to-day tasks involving financial services, client service, investments, CRM, and communication. Tasks include managing CRM, conducting research, preparing reports, and maintaining client records. The individual will also handle client inquiries and provide exceptional customer service.
