Administrative Assistant

The growth of our financial firm is exciting, and with that growth comes multiple Administrative Assistant opportunities in our Mendota Heights Office.

If you are an individual who possess great people skills, works independently, has a passion for learning, exceptional knowledge of Word and Excel, are highly organized and detail oriented, and interested in being a part of an amazing culture, please submit your resume and apply below.

The following responsibilities are some of the day to day operations of this fulfilling position:

• Work with team and clients to manage all client service needs
• Maintain accurate client records
• Prepare advisor for each meeting
• Maintain and update advisor website
• Assist with marketing materials
• Evaluate team efficiencies
• Document and track all client contact
• Consult with Home Office on complex transactions
• Handle a high volume of correspondence
• Manage all calendar needs
• Strong computer, keyboarding and Microsoft Office skills

Qualifications - Required:

• Excellent interpersonal skills
• High degree of organizational skills
• Excellent written and oral communication skills
• Ability to maintain a high degree of confidentiality

Qualifications - Recommended:

• Hold an active Life, Accident & Health license
• A Bachelor's degree

Job Type: Full-time

Benefits:

• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• Willing to complete a background check?

Education:

• Associate (Preferred)

Work Location: One location