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

We’re seeking a detail-oriented and highly organized Administrative Assistant to support a Financial Advisor in Golden Valley. This full-time, in-office role (Monday–Friday, 8:30 AM–5:00 PM) is ideal for someone who thrives in a professional, client-focused environment. Career advancement opportunities available. Be within a 20–25-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