Administrative Assistant

Golden Valley, Minnesota
Dec 07, 2018
Jan 06, 2019
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 includes contact with clients requiring strict confidentiality.

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

Duties and Responsibilities:

  • Maintain 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 client files.
  • Process and track applications for individual clients in addition to working with the branch office and applicable insurance companies.
  • Problem solve with clients as appropriate.
  • Coordinate marketing and advertising approval within firm policy.
  • Provide logistics and preparation for seminars and meetings.
  • Maintain 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 Outlook, Word, Excel and PowerPoint.
  • Ability to manage multiple technology systems.
  • 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.

Apply for Administrative Assistant

Already uploaded your resume? Sign in to apply instantly


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

Marketing Communication

We'd love to send you information about Jobs and Services from Star Tribune Jobs by email.

All emails will contain a link in the footer to enable you to unsubscribe at any time.

When you apply for a job we will send your application to the named recruiter, who may contact you. 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.

Similar jobs

Similar jobs