Office Assistant - Financial Firm - Brainerd, MN
Job Posting for Office Assistant - Financial Firm - Brainerd, MN at Advisor Employee Services
Office Assistant
Do you enjoy utilizing organizational, customer-focused skills, while handling everyday occurrences in a successfully operating office? Our established planning firm Triton Wealth in Aitkin, MN is looking for an Office Assistant to play a key role in running and coordinating the day-to-day operations in a fast-paced office. Our formula for success has been to put our customers first and treat them with honesty and integrity. If you are a strong, proactive office leader who is looking to utilize and share your skills and ideas, please apply today!
Minimum Requirements:
- HS Diploma
- 2 years of experience managing a busy office
- Intermediate to advanced skills with MS Office Suite
This position requires that you possess the following skills:
- Ability to prioritize projects and manage time
- Provide outstanding customer service
- Excellent communication; both verbal and written
- Good nature, positive attitude
- Self-directed initiative
- A desire for continuous learning
- Ability to adhere to complex regulatory and compliance requirements.
Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:
- Answer phones and greet clients in a friendly, warm manner
- Record notes from client conversations in an accurate manner into CRM
- Complete and process new client applications; accuracy being pertinent
- Input prospects and keep database/CRM program up to date
- Process transactions
- Various industry-specific tasks
Salary:
$16-$18/hr
Benefits:
Group Health Insurance
Safe Harbor 401k
Hours:
Monday-Friday: 8:00 am - 4:30 pm
Presented by Advisor Employee Services Thank you for your interest in the Office Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Salary.com Estimation for Office Assistant - Financial Firm - Brainerd, MN in Brainerd, MN
$48,934 to $62,986
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution.
Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right.
Surveys & Data Sets
Sign up to receive alerts about other jobs with skills like those required for the Office Assistant - Financial Firm - Brainerd, MN.
Click the checkbox next to the jobs that you are interested in.
-
Customer Service Skill
-
Income Estimation: $28,243 - $51,289
-
Income Estimation: $29,972 - $46,458
-
-
Food Presentation Skill
-
Income Estimation: $33,115 - $55,117
-
Income Estimation: $37,003 - $46,392
-
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles
Skills Library
Job openings at Advisor Employee Services
Advisor Employee Services
Sarasota, FL
Full Time
Advisor Employee Services
Springfield, MO
Full Time
Advisor Employee Services
Detroit, MI
Full Time
Advisor Employee Services
Clearwater, FL
Full Time
Not the job you're looking for? Here are some other Office Assistant - Financial Firm - Brainerd, MN jobs in the Brainerd, MN area that may be a better fit.
We don't have any other Office Assistant - Financial Firm - Brainerd, MN jobs in the Brainerd, MN area right now.
PHYSICIAN - Urology - Brainerd, MN
4020 Brainerd Medical Center Inc, Brainerd, MN
Entry-level Production Assistant - Weekly Pay!
Brainerd, Little Falls, MN