Administrative Assistant

 
 

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: alyssa@mdfinancialadvisors.com, with the subject line “Responding to Alyssa,” then fill out the form below.