Everest Financial Group
Administrative Assistant
Everest Financial Group, Minneapolis, Minnesota, United States, 55400
Full-Time Administrative Assistant – Financial Advisor Firm
We’re seeking a detail-oriented and highly organized Administrative Assistant to support a Financial Advisor in Golden Valley. This full-time, in-office role (Monday–Friday, 8:30 AM–5:00 PM) is ideal for someone who thrives in a professional, client-focused environment. Career advancement opportunities available. Be within a 20–25‑minute travel time from our office.
Benefits
Simple IRA with matching
Dental insurance
Health insurance
Paid time off
Competitive compensation
Health insurance allowance
Dental
Responsibilities
Serve as the first point of contact for clients via phone, email, or in-person.
Answer and direct incoming calls with professionalism and warmth.
Draft and send client‑facing correspondence, including account updates and meeting reminders.
Handle sensitive communications with discretion (e.g., bereavement notices, data incidents).
Write and distribute emails, memos, and letters.
Contribute to company reports and maintain organized filing systems.
Develop and update office procedures to support operational efficiency.
Schedule appointments, follow up on paperwork, and relay advisor updates.
Prepare and process forms for account transfers, withdrawals, and beneficiary updates.
Organize and submit forms via Docusign.
Maintain accurate client records and ensure regulatory compliance.
Coordinate with custodians to track paperwork and resolve issues.
Manage daily office tasks using Redtail CRM.
Assist with document preparation and data entry.
Use Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, OneDrive).
Qualifications
Proven experience as an Administrative Assistant or in a similar support role.
Familiarity with standard office equipment (e.g., printers, scanners, fax machines).
Exceptional organizational and time‑management skills; able to prioritize and manage multiple tasks.
Strong attention to detail and ability to work efficiently in a fast‑paced environment.
Excellent written and verbal communication skills with a professional and friendly demeanor.
Experience in financial services, banking, insurance, or mortgage processing is a plus.
Tech‑savvy and comfortable learning new systems and software platforms.
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Benefits
Simple IRA with matching
Dental insurance
Health insurance
Paid time off
Competitive compensation
Health insurance allowance
Dental
Responsibilities
Serve as the first point of contact for clients via phone, email, or in-person.
Answer and direct incoming calls with professionalism and warmth.
Draft and send client‑facing correspondence, including account updates and meeting reminders.
Handle sensitive communications with discretion (e.g., bereavement notices, data incidents).
Write and distribute emails, memos, and letters.
Contribute to company reports and maintain organized filing systems.
Develop and update office procedures to support operational efficiency.
Schedule appointments, follow up on paperwork, and relay advisor updates.
Prepare and process forms for account transfers, withdrawals, and beneficiary updates.
Organize and submit forms via Docusign.
Maintain accurate client records and ensure regulatory compliance.
Coordinate with custodians to track paperwork and resolve issues.
Manage daily office tasks using Redtail CRM.
Assist with document preparation and data entry.
Use Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, OneDrive).
Qualifications
Proven experience as an Administrative Assistant or in a similar support role.
Familiarity with standard office equipment (e.g., printers, scanners, fax machines).
Exceptional organizational and time‑management skills; able to prioritize and manage multiple tasks.
Strong attention to detail and ability to work efficiently in a fast‑paced environment.
Excellent written and verbal communication skills with a professional and friendly demeanor.
Experience in financial services, banking, insurance, or mortgage processing is a plus.
Tech‑savvy and comfortable learning new systems and software platforms.
#J-18808-Ljbffr