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Financial Assistant

Company: Elevate Results
Location: Minnetonka
Posted on: September 16, 2022

Job Description:

This company is a growing organization that helps individuals feel secure with their financial future. This firm is dedicated to its clients through the changes they face in their personal life and finances. They are looking for a professional, friendly, motivated individual who can help support the Financial Advisor with the administration as well as client interaction._This company offers Health and Dental insurance, 401k, paid time off, and opportunities for advancement. _*Position Responsibilities: ? ** Complete client documentation for investments and broker-dealer forms?* Review and manage client files?digital and hard file* Gather and request details from clients and investment sponsors as needed? to complete paperwork* Schedule and prepare client documents prior to Advisor meetings?* Client engagement and interaction, gathering details and responding to inquiries?* Supporting and assisting team members related to meetings and office needs?* Provides backup support for all office management duties, including support of meetings, ordering food, and setting up?* Help manage projects, both small and large?*Skills & Experience: ? ** Bachelor's degree in Finance or Business Administration required ??* Prior experience in finance field and some customer service (Preferred)* Financial Licenses are not required* Some knowledge of Financial Terminology* Experience with Microsoft Office tools and systems* Understanding of technology and being able to troubleshoot* Experience supporting and working directly with clients?* Understands the importance of confidentiality with sensitive materials?* Acute attention to detail and having organizational skills are a must* The instinct to stay a step ahead of the Advisor with issues and questions to drive successes?* Ability to follow-up and track many moving piecesJob Type: Full-timePay: From $45,000.00 per yearBenefits:* 401(k)* Dental insurance* Flexible schedule* Health insurance* Paid time offPhysical setting:* OfficeSchedule:* 8 hour shift* Day shift* Monday to FridaySupplemental pay types:* Bonus payAbility to commute/relocate:* Minnetonka, MN: Reliably commute or planning to relocate before starting work (Required)Experience:* Microsoft Excel: 1 year (Preferred)Work Location: One location

Keywords: Elevate Results, Minnetonka , Financial Assistant, Accounting, Auditing , Minnetonka, Minnesota

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