Client Service Specialist / Office Assistant
Full Time (36 hours per week) administrative assistant; 5 days per week. Work Schedule is 8.00 am to 3.30 pm Mon – Thu, 8.00 am to 3 pm on Fri.
We are a small independent financial planning office located in Edina with 3 seasoned professional advisors.
Positions Responsibilities
This individual will be assisting 3 financial advisors with processing business, creating Morningstar Reports, assisting in organizing client information and files, general client relations and service, marketing, answering phones and general administrative tasks.
Position Requirements
The individual applying must be an energetic, detail oriented, and personable individual looking for a long term position. We are looking for an individual who is:
· Experience in the Financial Services Industry
. Proficient in Microsoft Office
. Quick learner
. Comfortable with the computer and learning software programs.
· A self-starter.
· Detail oriented and well organized.
· An effective communicator.
· Comfortable with numbers
· Proficient with a 10 key pad.
· An effective and efficient time manager.
· Polite and respectful of fellow co-workers.
· Ability to multi-task.
· Ability to support and provide assistance and can follow directions.
· Positive attitude and sincere willingness to constantly learn and grow.
Education and other designations
· 2+ years of similar experience.
· Experience in the financial services industry.
· College degree a plus.
· Series 11, 6 or 7 will be a plus
Compensation
- Competitive hourly wage, holiday and vacation pay.
This Company Describes Its Culture as:
- Detail-oriented -- quality and precision-focused
- Stable -- traditional, stable, strong processes
- People-oriented -- supportive and fairness-focused
- Team-oriented -- cooperative and collaborative
Paid Training:
Typical end time:
Typical start time:
Work Remotely
Job Type: Full-time
Pay: $54,500.00 - $58,500.00 per year
Benefits:
Compensation package:
Schedule:
Experience:
- Financial Services Industry: 2 years (Preferred)
Work Location: In person