Full-Time admin for Financial planner

Full-Time Administrative Assistant – Financial Advisory Firm

We are looking for a detail-oriented and highly organized Administrative Assistant to support a busy financial advisory office 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.

Responsibilities

Write emails, memos, and letters and distribute them appropriately

Contribute to company reports

Maintain an organized filing system

Develop, update, and maintain relevant office procedures

Answer and direct incoming calls while providing exceptional client service

Schedule and coordinate client meetings and seminars (including using Calendly)

Manage daily office workflow and maintain Redtail CRM (training available)

Assist with document preparation, data entry, and general administrative tasks

Proficiently use Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, OneDrive)

Qualifications

Previous experience as an Administrative Assistant or in a similar position

Familiarity with standard office equipment such as printers and fax machines

Highly organized with excellent time management skills and the ability to prioritize projects

Highly organized, detail-oriented, and able to multitask

Excellent communication and interpersonal skills

Experience in financial services, banking, insurance, or mortgage processing is a plus

Tech-savvy and comfortable learning new systems

Benefits/Perks

Competitive Compensation

Paid Time Off

Health Insurance Allowance

Dental Insurance