Administrative Assistant Job at Everest Financial Group in Minneapolis

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.