EVEREST FINANCIAL GROUP LLC
Administrative Assistant
EVEREST FINANCIAL GROUP LLC, Golden Valley, Minnesota, United States
Benefits
Simple IRA with matching
Dental insurance
Health insurance
Paid time off
Competitive Compensation
Health Insurance Allowance
Dental
Job Summary 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.
Client Service & Communication
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)
Administrative Support
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
Account & Document Management
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 (e.g., Schwab, Fidelity) to track paperwork and resolve issues
Technology & Workflow
Manage daily office tasks using Redtail CRM
Assist with document preparation and data entry
Proficiently 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
Simple IRA with matching
Dental insurance
Health insurance
Paid time off
Competitive Compensation
Health Insurance Allowance
Dental
Job Summary 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.
Client Service & Communication
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)
Administrative Support
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
Account & Document Management
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 (e.g., Schwab, Fidelity) to track paperwork and resolve issues
Technology & Workflow
Manage daily office tasks using Redtail CRM
Assist with document preparation and data entry
Proficiently 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