MD Financial Advisors - Chanhassen, MN
It’s a great time to join our busy, fast growing independent, financial planning firm. Get all the advantages of working with a fortune 500 company, in a small business environment. Not only do we take pride in what we do, we have fun and change lives every day!
We’re looking for a smart, motivated, detail-driven individual to work with our exceptional team and clients. We’re a high-energy, close knit group, with a mentoring culture that focuses on ethics, education and excellence. You will work directly with our president, a nationally-known financial advisor and author who puts the highest value on creating a great environment for the entire team. There is no boredom in this job!
Your duties as an Administrative Assistant would include:
Serving our clients so they know they are “the most important people in the world”
Helping make our clients’ financial future much brighter
Managing multiple projects with a smile
Preparing documents for client meetings including pre-filling paperwork
Tracking and submitting new business to various vendors, money managers and insurance companies
Personal assistant work for our president
Scheduling client meetings
Changing lives every day!
Skills/Characteristics required to be considered for this position:
A sense of humor
A team player, who can juggle projects simultaneously
The ability to provide world class service to our clients
Great communication skills
Experience with Microsoft Word, Excel, PowerPoint and some client contact databases
On-the-fly problem solving
A passion for education, excellence and ethics
Detail-driven — nothing falls through the cracks with you!
Meets or exceeds deadlines
Knowledge of personal finance and financial planning is a plus
At least 4 Year College degree, with a B average or better
Experience in Financial Services or business/finance degree is a big plus
We also offer a very generous benefit package, including:
Health insurance stipend
PTO of 3 weeks per year
A retirement plan
Complimentary financial plan
Paid Continuing Education and Licensing
Bonuses throughout the year based on profit/performance/review
Base salary range $32,000 - $37,000 based on education and experience. Bonuses would increase this, of course!
A huge potential for growth
Job Type: Full-time
Experience: Administrative Assistant: 1 year (preferred)
Education: Bachelor's (required)
Location: Chanhassen, MN (required)
To apply for this job, please send resume to: email@example.com, with the subject line “Responding to Alyssa,” then fill out the form below.