Job Details
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
Presented by Advisor Employee Services Thank you for your interest in the Office Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!