Administrative Assistant

Location
Golden Valley/Minnetonka, Minnesota
Salary
Commensurate with experience
Posted
Apr 17, 2017
Closes
May 17, 2017
Job Type
Employee
Employment Status
Part Time

Position Summary: Coordination and implementation of a multitude of administrative and office support duties for a Financial Advisor in a Financial Institution setting. Role also includes contact with members/clients and maintaining strict confidentiality.

This position is projected to be 25-30 hours per week.

Duties and Responsibilities:

  • Maintaining office in a professional atmosphere; including answering phones, greeting and directing all visitors.
  • Provide administrative support to Financial Advisor for day to day operations such as preparation of documents, filing, copying, ordering office supplies and other duties as assigned.
  • Data entry into multiple tracking systems.
  • Scanning and cataloging member/client files.
  • Process and track applications for individual members/clients in addition to working with the branch office and applicable insurance companies.
  • Problem solve with member/clients as appropriate.
  • Coordinate marketing and advertising approval within firm policy.
  • Provide logistics and preparation for seminars and meetings.
  • Maintain member/client confidentiality.

Skills and Qualifications:

  • Excellent communication and interpersonal skills.
  • Excellent organizational and prioritization skills.
  • Ability to independently perform duties with strong attention to detail and accuracy.
  • Ability to exercise good judgment, as well as, protecting confidential information.
  • Proficiency with the Microsoft Office Suite, including Word, Excel, PowerPoint and Outlook.
  • Enthusiasm and a willingness to learn.

Education:

  • High school graduate or equivalent with at least 3 years of administrative or legal assistant related work experience in a professional environment.  
  • Experience with financial products, plans and programs in the investments and security industry a plus.

Apply for Administrative Assistant

Already uploaded your resume? Sign in to apply instantly

Apply

Upload from your computer

Or import from cloud storage

Your Resume must be a .doc, .pdf, .docx, .rtf, and no bigger than 1Mb


4000 characters left


By applying for a job listed on Star Tribune Jobs you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.