Administrative Assistant

The Frandsen Investment Services Administrative Assistant is responsible for providing administrative support to one or more Wealth Advisors and their clients. Must work with a diverse group of both external and internal contacts at multiple levels of the organization. Independent judgment is required to plan, prioritize, and organize a diversified workload. A high degree of comfort managing and prioritizing multiple tasks is required.

Manage documents necessary to establish client files and maintain compliance. Communicate and collaborate with clients and co-workers in a professional setting.

Schedule and organize activities such as meetings and client appointments for multiple team members.

Proficient in Microsoft Office and CRM Platforms.

Organize and prioritize large volumes of information.

High school graduate degree or equivalent

2 years of experience or training in the financial services industry

Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.

Office Professional Certification Program must be taken and passed within 90 days of hire

$45,000.00 - $50,000.00

Full-time

We offer a competitive benefits package including

• health insurance
• dental insurance
• vision insurance
• 401k
• profit sharing
• ancillary benefits

Applicants with disabilities may contact the company coordinators via telephone, fax, e-mail, and other means to request and arrange for accommodations. If you need assistance to accommodate a disability, you may request an accommodation at any time. Please contact the following:
Frandsen Financial Corporation, Frandsen Bank & Trust, Frandsen Investment Services and Frandsen Wealth Management - Shannon Robideau

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the link below .