Home > Minneapolis / St. Paul jobs > Minneapolis / St. Paul administrative/office

Posted: Sunday, March 4, 2018 9:25 AM

Job Description
We are seeking a Financial Services Administrative Associate to join our team You will perform clerical and administrative functions to help provide our clients an outstanding experience with our firm, and contribute to our companys continued overall success.
:Manage two client databases, proof correspondence, prepare applications
:Track new business to close
:Manage calendars and schedule appointments and events
:Greet and assist onsite guests
:Answer inbound telephone calls
:First point of contact for all routine service for
clients/professional partners
:Maintain compliance:approved paperless filing systems
:Perform all other office tasks
:Previous experience in office administration or other related fields
:Proven experience with Microsoft Office applications : Outlook, Word, Excel, PowerPoint
:High level of applied knowledge of other office productivity software for presentations, databases, scheduling, project management, and e:mail
:Ability to organize and prioritize work
:Self:motivated, goal:oriented
:Excellent written and verbal communication skills
:Consistent attention to detail
: x200B;Strong organizational and time management skills
:Desire to provide exceptional client serviceCompany Description
Company Description:
We educate and assist clients who are concerned about planning for their financial future, including accumulating and managing wealth, maintaining an independent retirement lifestyle, and providing for the orderly disposition of their estate. We work closely with each and every one of our clients, offering personalized financial planning strategies, investment management, and risk protection, including life insurance, long term care insurance, health insurance, and Medicare supplements.
We develop close relationships with our clients as we work on the various aspects of their financial lives. You will have the opportunity to learn and grow, nurture our client relationships, and experience a wide variety of responsibilities in a fast:paced environment. We believe in work/life balance and flexibility while consistently delivering results.


• Location: Minneapolis / St. paul

• Post ID: 30134087 minneapolis is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018