Administrative Assistant

About the role

Our Apple Valley, MN office is seeking an Administrative Assistant to support Financial Advisors and their clients. The role involves administrative support including reception and general office work, handling client calls, preparing meeting materials, and managing office logistics.

Responsibilities

• Call existing clients to schedule annual review meetings
• Handle incoming client calls for appointments and service needs
• Enthusiastically greet and welcome clients and prospects in for meetings
• Prepare and maintain beverage stations and obtain beverages for clients
• Manage incoming and outgoing USPS and UPS mail deliveries
• Ensure the reception and conference rooms are prepared for client visits
• Under the direction of your manager, assist with various office projects as requested
• Utilize Salesforce database to maintain client files including filing, copies, and data input
• Participate in Wealth Enhancement Group trainings, educational events, coaching programs and vendor presentations to ensure up-to-date industry, product and company knowledge
• Other duties as assigned

Requirements

• Bachelor's degree preferred
• Professional presence; service oriented; positive and friendly attitude
• Excellent oral and written communication skills required to develop team and client relationships
• Strong attention to detail and process
• Prioritizes completing accurate work
• Proficient with Microsoft Office especially Word, Excel and Outlook
• Good problem-solving skills: Ability to work with deadlines and prioritize tasks
• Ability to multitask in a fast-paced environment

Qualifications

• Education: Bachelor's degree preferred
• Experience: Professional presence; service oriented; positive and friendly attitude; excellent communication skills; strong attention to detail; proficient with Microsoft Office; good problem-solving skills; ability to multitask in a fast-paced environment

Skills

• Excellent oral and written communication skills
• Strong attention to detail and process
• Proficient with Microsoft Office especially Word, Excel and Outlook
• Good problem-solving skills: Ability to work with deadlines and prioritize tasks
• Ability to multitask in a fast-paced environment

Benefits

We offer comprehensive benefits including:

• Training and professional development
• Medical, dental and vision coverage
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Pay

The base salary range for this position is $26.00 to $29.00/hr (approx. $54,000 - $60,000/yr), exclusive of bonuses and benefits. This role is also eligible for an annual bonus.

Schedule

This is an on-site/in-office position with a schedule of Monday - Friday, 8:00am - 4:30pm central.