Administrative Assistant

The Frandsen Investment Services Administrative Assistant is responsible for providing administrative support to one or more Wealth Advisors and their clients. Must work with a diverse group of both external and internal contacts at multiple levels of the organization. Independent judgment is required to plan, prioritize, and organize a diversified workload. A high degree of comfort managing and prioritizing multiple tasks is required.

Job Duties

• Manage documents necessary to establish client files and maintain compliance
• Communicate and collaborate with clients and co-workers in a professional setting
• Schedule and organize activities such as meetings and client appointments for multiple team members
• Proficient in Microsoft Office and CRM Platforms
• Organize and prioritize large volumes of information.

Education, Skills, and Experience

Salary range for this role is $23.00 to $26.00 per hour, depending on experience.

We offer a competitive benefits package including 401k and profit sharing.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

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