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Financial Planner assistant
Financial Planner assistantEVEREST FINANCIAL GROUP LLC • Minneapolis, MN, US
Financial Planner assistant

Financial Planner assistant

EVEREST FINANCIAL GROUP LLC • Minneapolis, MN, US
8 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits :

  • Simple IRA with matching
  • Dental insurance
  • Health insurance
  • Paid time off

Benefits / Perks

Competitive Compensation

Paid Time Off

Health Insurance Allowance

Dental

Job Summary

Full-Time Administrative Assistant Financial Advisor Firm

Were seeking a detail-oriented and highly organized Administrative Assistant to support a Financial Advisor in Golden Valley. This full-time, in-office role (MondayFriday, 8 : 30 AM5 : 00 PM) is ideal for someone who thrives in a professional, client-focused environment. Career advancement opportunities available. Be within a 2025-minute travel time from our office

Client Service & Communication

  • Serve as the first point of contact for clients via phone, email, or in-person
  • Answer and direct incoming calls with professionalism and warmth
  • Draft and send client-facing correspondence, including account updates and meeting reminders
  • Handle sensitive communications with discretion (e.g., bereavement notices, data incidents)

    • Administrative Support

  • Write and distribute emails, memos, and letters
  • Contribute to company reports and maintain organized filing systems
  • Develop and update office procedures to support operational efficiency
  • Schedule appointments, follow up on paperwork, and relay advisor updates

    • Account & Document Management

  • Prepare and process forms for account transfers, withdrawals, and beneficiary updates
  • Organize and submit forms via Docusign
  • Maintain accurate client records and ensure regulatory compliance
  • Coordinate with custodians (e.g., Schwab, Fidelity) to track paperwork and resolve issues

    • Technology & Workflow

  • Manage daily office tasks using Redtail CRM
  • Assist with document preparation and data entry
  • Proficiently use Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, OneDrive)

    • Qualifications

    Proven experience as an Administrative Assistant or in a similar support role

    Familiarity with standard office equipment (e.g., printers, scanners, fax machines)

    Exceptional organizational and time management skills; able to prioritize and manage multiple tasks

    Strong attention to detail and ability to work efficiently in a fast-paced environment

    Excellent written and verbal communication skills with a professional and friendly demeanor

    Experience in financial services, banking, insurance, or mortgage processing is a plus

    Tech-savvy and comfortable learning new systems and software platforms

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