Description
Independent fee-only financial advisory firm located in Eden Prairie. We offer a friendly, focused, family and detail oriented environment. Our mission is to create wealth and peace of mind for our clients through a holistic and values-focused approach to planning and investing.
We seek a new team member to be the warm and friendly person that greets our clients and serves as the backbone of our service and marketing initiatives.
The Administrative Manager manages many client activities from scheduling appointments, assisting in meeting prep and marketing, while completing client paperwork and tracking items like account changes, trades and client milestones.
Duties:
- Answers phones and greet clients
- Schedules client and prospect appointments
- Prepare for and follow up with client meetings
- Handles new business and completes and follows up on new account paperwork
- Maintain and document processes and compliance items
- Assist with creating and driving marketing initiatives
- Manages website and social media initiatives (facebook, linked-in, twitter, etc).
- Nurtures and develops client base via marketing campaign development
- Coordinates all activities for client events
- Delivers concierge services to our clients
- Delivers superior client service
- Maintains CRM system
- Handles compliance issues and maintains and updates compliance manual
- Maintains and updates firm processes and procedures manual
- Manages and edits video's for the firm's website
- Helps out where needed
We seek a Bachelor degreed individual that enjoys daily customer interaction and is a whiz at organization, detail and multi-tasking. Previous experience in a customer service, marketing, and front desk/reception or other client-facing administrative roles, required. Experience in a Financial Advisory or Wealth Management, helpful. Intermediate writing and computer skills including Excel, PowerPoint, MS Word and Outlook, required. We offer a growth-oriented position with room to expand skills and build a career, along with a competitive industry compensation package that includes salary, bonus option and benefits.