What are the responsibilities and job description for the Administrative Assistant position at Fieldstone Financial?
Fieldstone Financial in Bemidji, MN is looking for a full-time administrative assistant (up to 40hrs/wk) with a flexible schedule. We believe that work needs to get done but family is important too. We strive to provide a family-friendly work environment and schedule.
Job Duties:
- Organize, manage, and maintain meeting calendars and schedules
- Assist with incoming and outgoing correspondence, including telephone and email inquiries and ensure that all are handled appropriately
- Proof, draft, and edit correspondence, memos, meeting notes and other documents
- Prioritize and manage multiple projects simultaneously, anticipate needs, and follow through on issues in a timely manner
- Note taking during client meetings
- Schedule client meetings
- Follow up on outstanding issues to ensure tasks are completed
- Perform additional tasks and assist with miscellaneous projects as assigned
- Maintain various social media platforms
Required Skills:
- Minimum of a high school diploma; Associates or bachelors in any field preferred
- 2 years administrative assistant experience; preferably in investments, insurance or tax related fields
- Experience utilizing Microsoft Office suite including Outlook, Excel. PowerPoint and Word
- Experience using various social media platforms
- Ability to support senior staff using tact, diplomacy, discretion and professionalism
- Strong written and verbal communication skills and the ability to express ideas clearly to all levels of employees, clients and outside contacts
- History of proper customer service etiquette
We offer:
- competitive pay
- retirement plan
- paid time off
- discretionary bonuses opportunities
Preference given to those who want to become a Tax Preparer or Financial Advisor. Licensing as a Tax Preparer, Financial Advisor or Insurance Agent is highly preferred.
Job Type: Contract
Pay: $16.00 - $22.00 per hour
Benefits:
- Flexible schedule
- Paid time off
- Retirement plan
Schedule:
- 8 hour shift
Ability to commute/relocate:
- Bemidji, MN 56601: Reliably commute or planning to relocate before starting work (Required)
Education:
- High school or equivalent (Required)
Experience:
- Customer service: 2 years (Required)
Work Location: In person
Salary : $16 - $22