Administrative Assistant

Golden Valley/Minnetonka, Minnesota
Commensurate with experience
Apr 17, 2017
May 17, 2017
Job Type
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.


  • 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.

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