Operations Assistant

Our established and fast-growing financial services company is looking for the right person to join our talented team. Are you looking for the benefits of a large company, but want to work in a close-knit smaller organization? Do you want become part of a firm that changes the lives of their clients every day? This is the place! You: motivated, detail-driven, looking to grow and create a career path with great upside opportunity. Us: High energy in an upbeat culture, a strong focus on education, mentoring, and excellence. A culture that really works! Responsibilities: Managing multiple advisors’ calendars Ordering supplies Greeting clients Assisting with marketing events and materials Assist with coordinating office events What we are looking for: A sense of humor Team player who can help effectively manage projects concurrently Experience with Microsoft Office (Word, Excel, and PowerPoint) Experience with Customer Relationship Management (CRM) databases On-the-fly problem solving A passion for education, excellence and ethics Knowledge of personal finance and financial planning 4-Year College degree (with a B average or better) or equivalent Experience in Financial Services or business/finance degree a plus Job Type: Full-time Pay: $42,000-$44,000 401(k) 401(k) matching Health insurance Health savings account Paid time off Vision insurance Schedule: Day shift 8:00a-4:30p Monday to Friday Education: Bachelor’s (Preferred) Experience: Microsoft Office: 1 year (Preferred) Scheduling: 1 year (Preferred) Work Location: Hybrid. In person in Chanhassen, MN two days a week. #J-18808-Ljbffr MD Financial Advisors