Administrative Assistant

Location: Wayzata

Description

Administrative Assistant | Hybrid - Wayzata, MN | $50-65K

This position will play a key role in keeping our client's office running smoothly by providing critical administrative, operational, and client service support while maintaining a welcoming office environment.

This role will directly support the Client Services Managers, with backup support to Financial Advisors. This is an excellent opportunity for someone who brings keen attention to detail, excellent multitasking abilities, and a passion for contributing to a polished, client-focused office environment.

Responsibilities:

+ Greet clients and visitors, manage incoming phone calls, and respond to general inquiries with professionalism and discretion

+ Respond to client inquiries and provide detail-oriented communication to enhance client satisfaction.

+ Schedule and confirm client appointments, ensuring accuracy and timeliness; address scheduling conflicts and ensure smooth coordination of meetings.

+ Prepare and process client documentation, including account forms, transfers, and compliance-related paperwork.

+ Manage electronic filing systems and support audits or recordkeeping tasks as needed.

Verify that all client-related documentation is complete, accurate, and meets firm standards.

+ Coordinate mail handling, document scanning, and deliveries to maintain efficient workflow.

+ Organize and maintain confidential client records, adhering to compliance standards and regulatory requirements.

+ Assist in creating reports, presentations, and meeting materials for advisors.

+ Collaborate with advisors and team members to facilitate administrative tasks and special projects.

Requirements

Qualifications:

+ Minimum of 2 years of administrative experience in financial services or a similar environment.

+ Proficiency in Microsoft Office Suite (Word, PowerPoint, and Excel) and CRM systems such as Salesforce.

+ Familiarity with client management tools such as Redtail, Wealthbox strongly preferred.

+ Basic understanding of financial terminology and investment account types, including IRAs and brokerage accounts

+ Ability to handle sensitive information with discretion and maintain confidentiality.

+ Exceptional attention to detail and organizational skills, with a strong ability to prioritize tasks.

+ Excellent communication and interpersonal skills, ensuring a detail-oriented demeanor in client interactions.

Compensation &  Benefits:

+ The targeted salary range for this position is $50K-$65K

+ Safe Harbor 401(K) Plan

+ Full Benefits Package (health, dental, and vision)

+ PTO + Paid Holidays

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