Secured Retirement is hiring: Office Administrator in Minneapolis

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This range is provided by Secured Retirement . Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$45,000.00/yr - $55,000.00/yr

Office Administrator

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Secured Retirement locatedin St. Louis Park, MN is looking for a strong Office Administrator. This individual will be the face of our firm and the hub of daily operations. Youll manage the front desk, coordinate office activities, and ensure every client and guest enjoys a five-star experience from the moment they arrive. The ideal candidate is personable, resourceful, and committed to excellence in both client service and operational support.

Our expectations are high, the compensation package is generous, our culture is best in class, and we take care of our employees and clients. You will have ample support, training, and mentorship to master your responsibilities and thrive in your role.

• 2+ years of administrative office experience in a fast-paced environment
• Financial industry experience preferred, but not required
• Advanced skills with MS Office Suite
• Experience with SalesForce or similar CRM systems

This position requires that you possess the following skills:

• This team member will be instrumental in ensuring clients have the most memorable, positive experience
• Gift of gab! Comfortable making conversations with families visiting our office
• Sincere and caring attitude
• Exceeding/Anticipating guests needs to make them happy
• Savvy customer service, to include excellent communication, both verbal and written
• Ability to prioritize projects and manage time
• Ability to demonstrate persistence to achieve quality with strong follow-through

Responsibilities:

• Answer phones and greet clients in a friendly, positive, and warm manner
• Prepare meeting rooms and ensure all client-facing spaces are clean, stocked, and presentable
• Responsible for meeting wrap up support; scanning documents into CRM, accurately filing documents into client folders, creating tasks for the advisors and scheduling as needed
• Maintain office supplies and outgoing correspondence
• Operate office technology systems, including displays, security, and audio/visual equipment
• Schedule appointments with clients and assist the Advisors with calendar management
• Assist clients with issues and concerns
• Build and improve upon client relationships
• Maintain office filing system, both paper and electronic database entry
• Document notes from client conversations
• Ensure smooth opening and closing procedures for the office
• $45,000-$55,000/year

Hours:

• Monday Friday, 8:00am-5:00pm
• Some evenings required for client events
• 3+ weeks PTO + 10 NYSE holidays + bonus time off
• 401(k) with 3% employer match + profit sharing
• 75% employer-paid medical and dental premiums; 25% for dependents
• $50,000 Group Term Life Insurance
• Long-Term Disability - 60% of your earnings (up to $6,000 per month). Joe pays for this for you.
• Professional development and training opportunities
• Team lunches, social events, and volunteer opportunities

Other Voluntary and Optional Benefit Coverages which you can elect:

• Short-Term Disability
• Additional Life Insurance Protection
• Cancer Insurance
• Accident Insurance Group Voluntary Vision

Want To Lend a Hand?

• We support local charities financially and with paid time-off to volunteer

Lets have fun!

• Quarterly team building events off site
• Annual Team Holiday Party
• Free Lunches are routinely provided during team-building meetings and for employee appreciation
• Free coffee, tea, sodas, water, hot cocoa, and energy drinks

Use The Force, Luke!

• Mentorship is part of the deal. We want to help you as a person, not just as an employee.

How Do I Get There?

• St. Louis Park location is just off Hwy 100 & Excelsior Blvd.

Presented by Advisor Employee Services Thank you for your interest in the Receptionist role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at https://aesplacement.com/and the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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