Job DescriptionJob DescriptionBenefits:
Simple IRA with matchingDental insuranceHealth insurancePaid time off
Benefits/Perks
Competitive Compensation
Paid Time Off
Health Insurance Allowance
Dental
Job Summary
Full-Time Administrative Assistant Financial Advisor Firm
Were seeking a detail-oriented and highly organized Administrative Assistant to support a Financial Advisor in Golden Valley. This full-time, in-office role (MondayFriday, 8:30 AM5:00 PM) is ideal for someone who thrives in a professional, client-focused environment. Career advancement opportunities available. Be within a 2025-minute travel time from our office
Client Service & Communication
Serve as the first point of contact for clients via phone, email, or in-personAnswer and direct incoming calls with professionalism and warmthDraft and send client-facing correspondence, including account updates and meeting remindersHandle sensitive communications with discretion (e.g., bereavement notices, data incidents)Administrative Support
Write and distribute emails, memos, and lettersContribute to company reports and maintain organized filing systemsDevelop and update office procedures to support operational efficiencySchedule appointments, follow up on paperwork, and relay advisor updatesAccount & Document Management
Prepare and process forms for account transfers, withdrawals, and beneficiary updatesOrganize and submit forms via DocusignMaintain accurate client records and ensure regulatory complianceCoordinate with custodians (e.g., Schwab, Fidelity) to track paperwork and resolve issuesTechnology & Workflow
Manage daily office tasks using Redtail CRMAssist with document preparation and data entryProficiently 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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