Financial Planner assistant in Minneapolis

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Job DescriptionJob DescriptionBenefits/Perks·         Competitive Compensation·         Paid Time Off·         Health Insurance Allowance·         Dental Job SummaryFull-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

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