Financial Planner assistantEVEREST FINANCIAL GROUP LLC • Minneapolis, MN, US
Financial Planner assistant
EVEREST FINANCIAL GROUP LLC • Minneapolis, MN, US
8 days ago
Job type
- Full-time
Job descriptionServe 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) 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 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 Manage daily office tasks using Redtail CRM Assist with document preparation and data entry Proficiently use Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, OneDrive)
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
Administrative Support
Account & Document Management
Technology & Workflow
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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Financial Planner • Minneapolis, MN, US
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