Operations Assistant
Our established and fast-growing financial services company is looking for the right person to join our talented team. Are you looking for the benefits of a large company, but want to work in a close-knit smaller organization? Do you want become part of a firm that changes the lives of their clients every day? This is the place!
You: motivated, detail-driven, looking to grow and create a career path with great upside opportunity.
Us: High energy in an upbeat culture, a strong focus on education, mentoring, and excellence. A culture that really works!
Responsibilities:
Managing multiple advisors’ calendars
Scheduling meetings
Ordering supplies
Greeting clients
Assisting with marketing events and materials
Running errands
Assist with coordinating office events
What we are looking for:
A sense of humor
Team player who can help effectively manage projects concurrently
Great communication skills
Experience with Microsoft Office (Word, Excel, and PowerPoint)
Experience with Customer Relationship Management (CRM) databases
On-the-fly problem solving
A passion for education, excellence and ethics
Knowledge of personal finance and financial planning
Attention to detail
4-Year College degree (with a B average or better) or equivalent
Experience in Financial Services or business/finance degree a plus
Job Type: Full-time
Pay: $42,000-$44,000
Benefits:
401(k)
401(k) matching
Dental insurance
Employee discount
Health insurance
Health savings account
Paid time off
Retirement plan
Vision insurance
Schedule:
Day shift 8:00a-4:30p
Monday to Friday
Education:
Bachelor’s (Preferred)
Experience:
Microsoft Office: 1 year (Preferred)
Scheduling: 1 year (Preferred)
Work Location: Hybrid. In person in Chanhassen, MN two days a week.
To Apply: send an email to kaitlin@mdfinancialadvisors.com with your resume and a cover letter.