Administrative Assistant

Department: Business

Location: St. Cloud, Minnesota

Employment type: 32 hours per week; Hourly; On-site

Compensation Range: $20 - $22 per hour

Who are we?

At Keeling Wealth Advisors, Our vision is to be the most trustworthy wealth management practice in the Midwest by delivering an exceptional client experience, empowering our clients to achieve their full potential and but developing the most talented team of professionals in the industry. Our team members value integrity, leadership, excellence, service and community and are passionately support our mission to inspire confidence, reduce stress and simplify the lives of our clients.

What does the Administrative Assistant do?

The Administrative Assistant in our St. Cloud, Minnesota location is primarily responsible for ensuring smooth daily operations of our office in St. Cloud while also coordinating the needs of our satellite office in St. Michael. This role includes answering and directing phone calls, greeting, and assisting clients and team members, and managing office supplies, equipment and calendars. The Administrative Assistant also handles onsite technology needs, and various administrative tasks to ensure an efficient and welcoming office. Candidates for this role will demonstrate strong organizational skills and the ability to work independently while also providing world class service to our clients and team members.

Position Responsibilities:

Front Desk Responsibilities & Administrative Responsibilities (40%)

• Greet clients in our lobby with a professional and friendly manner and ensure high-quality customer service.
• Answer and direct phone calls across all locations in coordination with other office managers and first points of contact.
• Log mail and checks per compliance regulations and distribute to appropriate personnel.
• Handle sensitive client information with the highest level of confidentiality.
• Perform general administrative tasks as assigned, including faxing, scanning, coordinating with office vendors, ordering lunches, etc.
• Reliably adhere to the work schedule of Tuesday through Thursday 8:00 am to 5:00 pm, and Friday 8:00-3:00 with a 30-minute lunch break and company holiday schedule (following the NYSE holiday calendar).
• Responsibilities may evolve over time to meet the needs of our clients and will include other duties as assigned.

Office Operations Responsibilities (30%)

• Maintain neat, orderly, and welcoming, lobby, conference rooms, and other common spaces.
• Maintain and stock office supplies, client refreshment station, and kitchenette.
• Manage facility needs. Includes: coordinate with vendors, manage bill payments, and identify and coordinate location improvements.
• Manage the onsite technology needs: Ensure rooms and workstations are properly set up and aligned with KWA technology standards, collect and troubleshoot technology issues for team members, coordinate technology support with Ameriprise support, and office vendors (e.g., for print services, internet, etc.).
• Maintain onsite compliance records and act as the location’s point of contact for compliance inspections.
• Support applicable office management responsibilities of other KWA locations that are without designated support and/or in a backup capacity for other Business team members.
• Responsibilities may evolve over time to meet the needs of this location and the department and will include other duties as assigned.

Miscellaneous (25%)

• Leverage your perspectives and talents to support company goals and projects
• Find new ways to increase the efficiency and effectiveness of our growing business
• Support practice & department-level projects and initiatives, which may include marketing activities, mass mailings, data entry, etc.

Marketing Support Responsibilities (5%)

• Support marketing manager in organizing and preparing for various local events. Includes: vendor coordination, gathering/preparing supplies, attending meetings, tracking certain data, etc.
• Support on-site execution of local marketing events led by advisor, events may take place outside of normal schedule.
• Responsibilities may evolve over time to meet the needs of our clients and will include other duties as assigned.

Key Traits of a Successful Business Department Team Member:

• Incorporate and adhere to Keeling Wealth Advisors’ vision, mission, values, and guiding principles.
• Work closely with the Business department to inform, design, and implement processes and operational policies across team.
• Reliable and punctual with a willingness to adhere to our office hours.
• Proficiency in Microsoft Office tools, willingness to learn and embrace new technology.
• Professional and timely internal and external communication skills via multiple platforms (in-person, phone, email).
• Positive attitude and sincere willingness to constantly learn and grow.
• Effective and efficient time management, detail-oriented, and strong organization skills.
• Ability to adhere to rules and regulations as stated and required by Keeling Wealth Advisors and Ameriprise Financial.
• High standards of professional ethics.

For more information on Keeling Wealth Advisors please visit www.keelingwealthadvisors.com

Job Type: Full-time

Pay: $20.00 - $22.00 per hour

Expected hours: 32 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Application Question(s):

• The schedule for this position is Tuesday - Friday, at 32 hours per week. Does this schedule meet your needs?
• We have five core values at Keeling Wealth Advisors: Integrity, Leadership, Excellence, Service, and Community. Can you share an experience of how you have used at least one value in a professional setting?
• Can you tell us about any skills or experience you have that might be helpful in this job?

Location:

• Saint Cloud, MN 56301 (Preferred)

Ability to Commute:

• Saint Cloud, MN 56301 (Required)

Work Location: In person

Salary : $20 - $22