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