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On-Site Financial Advisory Assistant | Excel & Data Specialist
Job in
Saint Cloud, Stearns County, Minnesota, 56398, USA
Listed on 2026-09-08
Listing for:
Palmer Companies, Inc.
Full Time
position Listed on 2026-09-08
Job specializations:
-
Administrative/Clerical
Data Entry -
Finance & Banking
Job Description & How to Apply Below
Palmer Companies, Inc. in Saint Cloud, MN is seeking an Advisory Assistant to support the financial advisory team in a high-volume, deadline-driven environment. The role emphasizes accuracy, data integrity, and collaboration with advisors.
You will review team changes, run reports, prepare change documents, enter sensitive data, and assist with benefit processes. Must be proficient in MS Excel with pivot tables and have a high school diploma or GED.
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