Administrative Assistant (financial industry) $21-$25/hr

Join this women-owned wealth management firm where you'll provide administrative support to 2 Financial Advisors! There's two openings in Plymouth and Bloomington, MN. Details below:

Details:

• Schedule: Monday-Friday 8am-4:30 pm or 9am-5pm (open to both schedules)
• Location: 100% in office in Bloomington and Plymouth (two openings at two locations)
• Type: temp to hire on permanent - they want someone long term
• Pay: $21-$25/hr depending on experience level

Responsibilities:

• Serve as the main liaison between clients and Advisors, scheduling meetings, and strengthening the advisor/client relationship.
• Review and ensure invoices are correct - light accounting duties involved
• Utilize a Customer Relationship Management (CRM) tools to manage client interactions and maintain accurate records.
• Collaborate with internal teams to ensure seamless project management and execution of client requests.
• Assist in the development of marketing strategies to enhance client engagement and satisfaction.
• Prep for client meetings and presentations

Requirements:

• Professional work experience in an administrative role is required
• Any experience involving invoicing, financial tracking, AP/AR, accounting, or general financial accumen is amazing
• Experience with Microsoft 365 (Outlook, Word, Excel)
• Welcoming energy and professional appearance
• Strong communication skills, both verbal and written, with the ability to convey complex information clearly
• Experience with a CRM software
• Ability to work collaboratively within a team environment while also being self-motivated.

Benefits:

• United Healthcare benefits offerings including Limited Medical Plans, including a Minimum Essential Coverage (MEC) component with additional benefits, Limited Pharmacy Plan, Enhanced Hospital Indemnity Protection
• Dental Plan & Vision Plan
• Accident Indemnity & Critical Illness Indemnity
• Life Insurance & Short-Term Disability
• Earned Safe & Sick Time off
• 401k eligibility
  

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.