Receptionist Job at Bison Wealth - Detroit in Northville

Overview

At Bison Wealth - Detroit, we don’t just offer jobs; we provide careers built on collaboration, growth, and purpose. When you join our team, you become part of a community where your contributions are valued, your development is prioritized, and your impact is meaningful.

Our culture is rooted in values that challenge the ordinary and inspire greatness:

• Accountability isn’t imposed from the top—it’s a shared commitment across every level of our team. We hold ourselves and each other to the highest standards, driven by our values and unified by our mission.
• Limitless Standards define our pursuit of excellence. We don’t settle for “good enough.” Instead, we strive to redefine what’s possible, always raising the bar for our clients and each other.
• Urgency with Preparedness means we proactively address challenges while optimizing our processes to minimize unnecessary stress. We thrive in an environment built for focus, precision, and timely execution.
• Aim Small, Miss Small keeps us laser-focused on what matters most—our core value proposition and the families we serve. We minimize distractions and stay true to our bullseye.
• Everyone Wins celebrates individuality and teamwork. We embrace each team member’s unique goals and ensure collective success. When one of us wins, we all win.
• Going All the Way is our commitment to thoroughness and integrity. There are no shortcuts in our work or in our service to clients—only complete dedication to delivering exceptional outcomes.

If you’re ready to aim higher, work smarter, and grow further, join us at Bison Wealth - Detroit. Together, we’ll redefine success and deliver excellence.

Role Description

As a Financial Services Administrator at Bison Wealth - Detroit, you will be responsible for several day-to-day tasks, such as compiling and organizing financial data, preparing reports and documents for meetings, and managing client files and data records. This role is focused on managing the clients' experience when they visit our office and providing administrative support for the firm.

This full-time, on-site role will be located in Northville, MI.

Duties

• Greet and serve clients when visiting the office
• Manage conference room calendars and availability
• Maintain client and prospect files in our SharePoint and CRM (RedTail)
• Assist with technology, licensing, and compliance recordkeeping for the firm
• Maintain office supplies and equipment
• Assist with organizing client and marketing events
• Maintain digital assets for the firm

Qualifications

• 1-3 years of experience in financial services administration or a related field
• Excellent organizational and time-management skills
• Strong attention to detail and accuracy
• A warm, welcoming, and professional demeanor with strong rapport-building skills
• A passion for excellence
• Conscientious and detailed
• Takes directions well with a commitment to understanding the direction given
• Proficiency in Microsoft Office suite and Google Drive/docs
• Excellent verbal and written communication skills

Starting Pay is $15-$20/hr

Seniority level

• Entry level

Employment type

• Part-time

Job function

• Administrative