Executive Assistant to Financial Advisor

Executive Assistant to Financial Advisor

Are you a detail-oriented, customer-focused professional looking to support a growing financial advisory practice? A Financial Advisor affiliated with Foster Klima is seeking an experienced executive assistant to manage client service and operational tasks for their personal practice, as well as oversee investment operations. This role offers the opportunity to work closely with the advisor in delivering exceptional client experiences and ensuring smooth day-to-day operations.

You will have the opportunity to work on a hybrid schedule.

This position requires industry experience, Above and Beyond customer service, and exceptional organizational skills. This is an opportunity to have an immediate impact on clients and colleagues while having the ability to grow and evolve with the business over time and grow your career within Finance.

• Client correspondence, calendar management, and operational command of the financial planning practice
• Account opening and maintenance (Investment accounts, Insurance plans, and Financial Planning agreements)
• Preparing documents using financial planning software and other systems
• Facilitating investment operations training for new advisors and staff
• Handling the escalation of operational issues for advisors/staff and working with appropriate parties to achieve resolution
• Managing daily/weekly tasks related to investment operations for the firm
• Marketing, and various projects, and other tasks as needed
• General professionalism, “Above and Beyond” customer service, and strict adherence to all regulatory, compliance and confidentiality standards are essential components of this role
• In addition to these day-to-day tasks, there will be other duties that arise during business – flexibility and a “team player” attitude is essential

• 40 hours/week
• Flexible combination of remote and in-office work at our Minnetonka Office.
• $60,000-$90,000 yearly (dependent on experience) with opportunities for growth.

• Previous experience in the financial services industry is required
• Life, Accident and Health Insurance license prior to start date
• Investment licenses are preferred prior to start date, but non-licensed applicants will be considered on the condition that they become licensed within 3-6 months (Series 6 and Series 63 or Series 7 and Series 66)

Mid-Senior level

Full-time

Administrative