Job Detail

Administrative Assistant to Financial Advisor

Administrative Assistant to Financial Advisor

Everest Financial Group

Golden Valley, MN

Job ID : 374f2f71563035306c414a772f4e613846413d3d

Job Description :

Assistant to a Financial Advisor

Description:

A registered investment advisory firm is looking for a responsible and dependable assistant in supporting a successful Certified Financial Planner/Vice President in overall financial planning and wealth management practice. With responsibility for day-to-day office details, the Financial Advisor Assistant works with other team members in the practice to help ensure that clients' servicing needs are met and have a wonderful wealth management experience.

Responsibilities & Activities:

  • Processes new accounts and account transfers
  • Processes new contributions and redemptions
  • Communicate with clients on their servicing needs
  • Work with compliance tasks to meet firm's and broker dealer's regulations
  • Manage customer relationship management software (CRM)
  • Schedule and manage client meetings and teleconferencing
  • Coordinates state, SEC, and NASD licensing
  • Handles miscellaneous operational activities
  • Develops and maintains written systems of all their activities
  • Coordinate and manage client appreciation events
  • Prioritize tasks and projects each day before leaving office

Knowledge, Skills & Abilities:

  • Requires:
  • Excellent attitude, an extraordinary client service orientation and people skills
  • A strong focus on getting the details right
  • Excellent organizational and time management skills
  • An ability to handle multiple tasks and handle stress; fast paced environment
  • Good computer knowledge
  • Higher Education
  • Knowledge in Microsoft Office (Outlook, Excel, Word), Morningstar Workstation, Albridge and Redtail CRM is helpful

Prefered Qualficiations

  • Work experience in wealth management or financial service industry preferred
  • Public Notary
  • Minimum 2-3 years of Administrative experience

Hours

  • Monday-Friday 8am-4:30pm in office

Salary

  • The salary range for this position is $48,000-$55,000 depending on qualifications and experience

Job Type: Full-time

Pay: $48,000.00 - $55,000.00 per year

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off
  • Retirement plan

Physical setting:

  • Office

Schedule:

  • 8 hour shift
  • Monday to Friday

Ability to commute/relocate:

  • Golden Valley, MN 55416: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

  • Are you able to work in office Monday-Friday from 8am-4:30pm?
  • How many years of experience do you have working for a Financial Planner?

Experience:

  • Administrative: 1 year (Required)
  • Wealth management: 1 year (Preferred)
  • Financial Services: 1 year (Preferred)

Work Location: One location

Company Details :

Name : Everest Financial Group

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Details

: Golden Valley, MN

: 48000 - 55000 USD ANNUAL

: 21 days ago

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