Administrative Assistant

Location
Golden Valley, Minnesota
Posted
Dec 07, 2018
Closes
Jan 06, 2019
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 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.

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.

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