Financial Administartive Coordinator

About Us

Northern Financial Advisors inspires people to follow their dreams with financial peace of mind through comprehensive financial planning. We offer tailored services to meet the needs of individuals and families at various financial life stages. Our team of credentialed professionals, including CFP® practitioners, enrolled agents, and tax attorneys, provides wholistic advice. Our team embraces an array of talent, knowledge, and creativity to ensure clients have access to accurate information and skilled advisors.

About the Role

This is a full-time, on-site role located in Bloomfield Hills, MI, for a Financial Administrative Coordinator. The Financial Administrative Coordinator will be responsible for overseeing revenue and expense management, payroll, and data reporting.

Responsibilities

• Administer client billing and fee processes including calculation, collection, processing, and tracking.
• Review and validate bi-weekly payroll for approximately 12 employees ensuring accuracy, timeliness, and compliance with internal policies.
• Support the firm’s compliance with SEC, FINRA, and state regulatory requirements through data collection.

Required Skills

• Degree in accounting or four years’ experience
• Strong attention to detail with ability to manage high volume of data
• Proficient in MS Word, Excel, and Outlook
• Independent judgment required to plan, prioritize, and organize workload
• Strong written and verbal communication skills with ability to engage confidently with senior leadership

Compensation and Benefits

• Compensation ranges from $60,000 to $75,00 based on qualifications and experience
• Employer-paid health and disability insurance
• 401k plan with matching contributions

Pay: $60,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Profit sharing
• Vision insurance

Work Location: In person