We are looking for a detail-oriented Financial Advisor Assistant to join our team in Fremont, Michigan. In this role, you will provide essential support to financial advisors, ensuring seamless client interactions and efficient handling of financial planning tasks. This position offers the opportunity to contribute to a dynamic environment while honing your expertise in financial services.<br><br>Responsibilities:<br>• Assist financial advisors with client meetings by preparing relevant documents and reports.<br>• Manage client communication, both remotely and in-person, to address inquiries and resolve issues.<br>• Support the development and implementation of personalized financial plans.<br>• Conduct research and analysis to provide insights for improved financial strategies.<br>• Handle administrative tasks, including maintaining accurate client records and scheduling.<br>• Collaborate with the team to streamline processes and enhance service delivery.<br>• Utilize financial software and tools to manage data and generate reports.<br>• Participate in sales activities by identifying opportunities and assisting with client acquisition.<br>• Deliver exceptional customer service to ensure client satisfaction and retention.<br>• Stay updated on industry trends and regulations to ensure compliance and provide informed support.
<p>We are looking for an experienced Controller to join our team in Grand Rapids, Michigan. This role requires a strategic thinker with a strong background in financial planning, reporting, and leadership. As this is a long-term contract position, the ideal candidate will excel in mentoring teams, collaborating with sales on financial strategies, and ensuring accurate and insightful financial analysis. We expect this to be a part-time opportunity with 100% being on-site.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the preparation and presentation of financial reports, including dashboards and ad-hoc analyses.</p><p>• Provide leadership and mentorship to finance staff, fostering a collaborative and non-threatening work environment.</p><p>• Collaborate with sales teams to develop financial strategies and analyze key metrics.</p><p>• Manage annual budgeting processes and serve as a trusted advisor to review and refine financial plans.</p><p>• Ensure compliance with financial reporting standards and maintain accurate cash flow forecasts.</p><p>• Conduct monthly close processes efficiently and accurately.</p><p>• Perform financial planning and analysis to support strategic decision-making.</p><p>• Act as a second set of eyes for the leadership team, providing insights and feedback on financial initiatives.</p><p>• Utilize Sage or similar tools to streamline financial operations and reporting.</p><p>• Partner with internal teams to optimize day-to-day financial activities.</p>
<p><strong>Customer Service Representative – On-Site </strong></p><p>Are you ready to move beyond answering phones and take an active role in powering industry innovation? With our client, you’ll join a fast-growing global company and directly support world-class customers—guiding them through custom-engineered solutions that matter.</p><p>As a Customer Service Representative, you’ll be the key conduit between our clients and our talented teams, ensuring precision service, clear communication, and industry-leading support at every stage. If you’re detail-driven, self-motivated, and thrive in a high-growth environment, we want to hear from you.</p><p><strong>Position Overview</strong> Reporting to the Customer Service Manager, this on-site role is central to our customer experience and internal communications. You’ll directly impact customer satisfaction and operational excellence.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as both the first point of contact and primary solution-provider for customer inquiries, including order status, shipping updates, and expediting requests.</li><li>Respond to RFQs by coordinating with production to confirm pricing and lead times; prepare and deliver formal quotes per company procedures.</li><li>Accurately process new customer accounts, incoming orders, order changes, and acknowledgments; maintain updated customer database records.</li><li>Document all interactions, inquiries, and transactions with attention to accuracy and compliance.</li><li>Proactively communicate with customers and internal stakeholders to provide timely updates on lead times, delivery, and order progress.</li><li>Problem-solve issues by collaborating cross-functionally with production, sales, and finance teams; oversee RMA and credit dispute processes.</li><li>Organize digital files and generate reports using Microsoft 365, QuickBooks, and other business systems.</li><li>Continuously support process improvement and assist with additional duties as assigned.</li></ul><p><strong>Schedules Available:</strong></p><ul><li>8:00 AM – 5:00 PM EST</li><li>10:00 AM – 7:00 PM EST</li></ul><p><br></p>
