- Professional
- Escritório em Zumbrota
The Frandsen Investment Services Administrative Assistant is responsible for providing administrative support to one or more Wealth Advisors and their clients. Must work with a diverse group of both external and internal contacts at multiple levels of the organization. Independent judgment is required to plan, prioritize, and organize a diversified workload. A high degree of comfort managing and prioritizing multiple tasks is required.
Job Duties
- Manage documents necessary to establish client files and maintain compliance
- Communicate and collaborate with clients and co-workers in a professional setting
- Schedule and organize activities such as meetings and client appointments for multiple team members
- Proficient in Microsoft Office and CRM Platforms
- Organize and prioritize large volumes of information.
Education, Skills, and Experience
- High school graduate degree or equivalent
- 2 years of experience or training in the financial services industry
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
- Office Professional Certification Program must be taken and passed within 90 days of hire
Salary range for this role is $23.00 to $26.00 per hour, depending on experience.
We offer a competitive benefits package including 401k and profit sharing.
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