Office Administrator

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Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office?
Secured Retirement located in St. Louis Park, MN is looking for a strong Office Administrator. This individual will be the face of our firm and the hub of daily operations. You’ll manage the front desk, coordinate office activities, and ensure every client and guest enjoys a five-star experience from the moment they arrive. The ideal candidate is personable, resourceful, and committed to excellence in both client service and operational support.

$45,000.00/yr - $55,000.00/yr

• 2+ years of administrative office experience in a fast-paced environment
• Financial industry experience preferred, but not required
• Advanced skills with MS Office Suite
• Experience with Sales Force or similar CRM systems

• Instrumental in ensuring clients have the most memorable, positive experience
• Gift of gab! Comfortable making conversations with families visiting our office
• Sincere and caring attitude
• Exceeding/Anticipating guests needs to make them happy
• Savvy customer service, to include excellent communication, both verbal and written
• Ability to prioritize projects and manage time
• Ability to demonstrate persistence to achieve quality with strong follow-through

• Answer phones and greet clients in a friendly, positive, and warm manner
• Prepare meeting rooms and ensure all client-facing spaces are clean, stocked, and presentable
• Responsible for meeting wrap up support; scanning documents into CRM, accurately filing documents into client folders, creating tasks for the advisors and scheduling as needed
• Maintain office supplies and outgoing correspondence
• Operate office technology systems, including displays, security, and audio/visual equipment
• Schedule appointments with clients and assist the Advisors with calendar management
• Assist clients with issues and concerns
• Build and improve upon client relationships
• Maintain office filing system, both paper and electronic database entry
• Document notes from client conversations
• Ensure smooth opening and closing procedures for the office
• $45,000-$55,000/year

• Monday – Friday, 8:00am-5:00pm
• Some evenings required for client events
• 3+ weeks PTO + 10 NYSE holidays + bonus time off
• 401(k) with 3% employer match + profit sharing
• 75% employer-paid medical and dental premiums; 25% for dependents
• $50,000 Group Term Life Insurance
• Long-Term Disability - 60% of your earnings (up to $6,000 per month)
• Professional development and training opportunities
• Team lunches, social events, and volunteer opportunities

• Short-Term Disability
• Additional Life Insurance Protection
• Cancer Insurance
• Accident Insurance Group Voluntary Vision

We support local charities financially and with paid time‑off to volunteer.

Quarterly team building events off site.

Annual Team Holiday Party.

Free Lunches are routinely provided during team‑building meetings and for employee appreciation.

Free coffee, tea, sodas, water, hot cocoa, and energy drinks.

Mentorship is part of the deal. We want to help you as a person, not just as an employee.

This role is presented by Advisor Employee Services. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

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