Administrative Assistant

Administrative Assistant
Location: Willmar, MN

Are you organized, tech-savvy, and passionate about helping others? Our financial advisory firm in Willmar, MN, is looking for an Administrative Assistant to join our team. This role involves supporting our staff and advisors in providing exceptional service to our clients.

Key Responsibilities

• Provide administrative support to advisors and team members.
• Schedule appointments by calling existing clients and handling inbound phone calls.
• Assist with planning and executing client events throughout the year.
• Manage multiple tasks efficiently in a fast-paced environment.
• Integrate our CRM with computer software to streamline office processes.
• Foster positive relationships with clients and ensure they feel valued.

• Friendly, professional demeanor with excellent interpersonal skills.
• Strong organizational skills and ability to multitask effectively.
• Proficient with Microsoft and ability to learn new software applications.
• Comfortable and effective communicating on the phone.
• A team player with a proactive attitude.

• Competitive pay.
• 401(k) retirement plan with company match.
• Paid time off (PTO) for work-life balance.
• A supportive team culture that values collaboration.
• Opportunities to engage with clients through meaningful events.