We are currently seeking an energetic, ambitious, and driven individual to join our Advisory team. If you are dependable, have exceptional communication skills, are open to a challenge, thrive in a fast-paced environment, and are willing to collaborate, then we would love to meet you.

To perform the position successfully, the applicant should demonstrate the following competencies:

• Professionalism and positivity
• Ability to learn quickly
• Strong technology and phone aptitude
• Excellent problem solving skills
• Analytical and Resourceful
• Maintains confidentiality and security
• Demonstrates accuracy, quality, and detail in tasks
• Strong multi-tasking capabilities
• Research skills
• Ability to effectively communicate with clients

Full Job Description

You will be managing the administrative tasks for a small firm of three Financial Planners. Daily tasks and ongoing responsibilities include a vast array of duties to support the team and clients.

Financial services or investment experience and licenses are not required but preferred.

A list of responsibilities, but not all inclusive:

• Assist in preparing for client meetings and complete follow-up tasks.
• Create and complete paperwork for clients and administration.
• Aid in client meeting preparation by gathering review materials and updating financial reports and utilizing CRM software.
• Processing money movement transactions as instructed.
• Requesting information needed from clients in advance of meetings.
• Providing support to Financial Advisors in post-meeting follow-up.
• Reviewing and updating spreadsheets and tracking material.
• New business processing.
• Documentation of client calls and interactions.
• Monitoring alerts on existing policies and procedures to maintain client objectives.
• Follow through with all tasks to make sure in good order.
• Research and resolve accounts issues and client questions.
• Maintain files.
• Ad Hoc projects.

Minimum Qualifications:

• High School diploma or equivalent combination of education and experience
• Previous financial service experience preferred (Bachelor's degree preferred)
• Advanced computer skills, including familiarity with Windows and Excel
• Advanced Outlook calendar and email management skills
• Ability to multi-task effectively; provide prompt and appropriate follow up
• Communicate in a clear and concise manner; excellent verbal and written communication skills

Job Type: Full-time

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Rosemount, MN 55068: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 1 year (Preferred)

Work Location: In person

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