What are the responsibilities and job description for the Administration Assistant position at All Things Financial?
All Things Financial and Guardian Wealth Strategies focuses on combining financial expertise with education-first strategies to empower thise in and nearing retirement to achieve financial freedom and security through personalized retirement and twx planning. Our holistic approach ensures every client understands and feels confident about their financial path. We help the families we serve Retire once, retire well.
Role Description
This is a full-time Administration Assistant role located in Burnsville, MN. The Administration Assistant will be responsible for providing administrative support, managing phone etiquette, facilitating communication, performing executive administrative tasks, and utilizing clerical skills on a daily basis.
Qualifications
- Administrative Assistance and Executive Administrative Assistance skills
- Strong Phone Etiquette and Communication skills
- Clerical Skills
- Experience in a similar role is preferred
- Proficiency in Microsoft Office Suite
- Attention to detail and organizational skills
- Ability to prioritize tasks and work efficiently
- High school diploma or equivalent; additional certifications are a plus.
- Core values are transparency, team player, generous, growth minded, teachable and fun.