Office Administrative Assistant - Financial Firm

Office Administrative Assistant Do you enjoy utilizing organizational, customer focused skills, while handling everyday tasks in a successfully operating office?

Our established financial planning firm, Triton Wealth in Aitkin, MN is looking for an Administrative Assistant to play a key role in coordinating day-to-day tasks in a fast-paced office.

Our formula for success is to put our customers first and treat them with honesty and integrity. If you are a friendly, proactive individual who is looking to utilize your people skills and contribute in a meaningful way, please apply today! Minimum Requirements :

• HS Diploma
• 2+ years experience working in a customer service role or office environment
• Intermediate computer skills with ability and willingness to continue to learn

This position requires that you possess the following skills :

• Provide outstanding customer service
• Excellent communication; both verbal and written
• Professionalism and positive attitude
• Organized, proactive and process oriented
• Self-directed initiative
• Ability to learn and adhere to industry regulations

Responsibilities :

Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will :

• Answer phones and greet clients in a friendly, warm manner
• Record notes from client conversations accurately in our client management system
• Call and email clients to schedule client visits
• Document management : scan, copy, fax, email, organize, e-file
• Track and order office supplies
• Prepare conference room for client visits
• Project coordination
• Other office administration duties as assigned

Salary : $16-$18 / hr Benefits : Group Health Insurance Safe Harbor 401k Hours : Monday-Friday : 8 : 00 am - 4 : 30 pm