- Prepare reports on sales activities and budgets
- Perform various administrative tasks, including answering phones, responding to emails, filing paperwork, and other functions
- Conduct research and analyze data
- Provide accurate information to callers and clients
- Update client files and maintain confidentiality
- Assist in meeting with clients to determine their needs
- Excellent computer skills
- Strong communication skills
- Ability to maintain confidentiality.
- Pass a pre-employment drug screen and background check.
Financial Advisor Assistant - Waseca, United States - Twin City Staffing
Description
Job Description
Job DescriptionTwin City Staffing is currently seeking a financial advisor assistant to join our team. This is an excellent opportunity to work in a dynamic and supportive environment. As a financial advisor assistant, you will play a crucial role in providing administrative support and assisting with client services. If you have strong computer skills, excellent communication abilities, and a passion for delivering exceptional customer service, we invite you to apply.
Location: Waseca, MN
Wage: $50,000 per year
Hours: 8 am– 4:30 pm, Monday – Thursday, 8 am – 3:30 pm, Friday (every other Friday off)
Benefits of the financial advisor assistant:
• Competitive salary
• Opportunity for professional growth and development
• Supportive work environment
Duties of thefinancial advisor assistant:
Requirements of thefinancial advisor assistant:
Additional Information:
If you are interested in this position, please send your resume for immediate consideration. We look forward to reviewing your application.
Apply today To learn more about this financial advisor assistant position, contact Rayna at
EOE: Twin City Staffing is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.