Part-Time Administrative Assistant -- Eagan

Job Description

Job Description

About the Role

We're looking for an Administrative Assistant who can be both the warm face our clients see and the steady hand that keeps our office running. The person in this role is often the first impression a client has of our firm.

If you genuinely light up around people — especially older clients — and you also love details, systems, and getting things done right the first time, we want to hear from you.

What you'll do:

• Call existing clients and seminar prospects to schedule and confirm appointments — warm conversations, not cold calls
• Help run our estate planning seminars: confirming RSVPs, prepping materials, setting up the room, greeting attendees, managing sign-in, booking follow-up appointments
• Greet clients when they come into the office and make them feel taken care of
• Scan and upload legal documents (wills, trusts, powers of attorney, healthcare directives) into each client's digital estate plan
• Manage the calendar and keep appointments running on time
• Follow up with insurance and financial companies on pending paperwork
• Serve as a witness on notary appointments
• Help build better systems as we grow

You'll thrive here if you:

• Genuinely enjoy talking with older clients and can put a nervous person at ease
• Are dependable — when you say something will get done, it gets done
• Have a sharp eye for detail (legal documents and financial records leave zero room for sloppy)
• Can juggle several things at once without dropping any of them
• Handle confidential information with discretion
• Pick up new software quickly
• Show up on time, every time

This role is probably NOT for you if:

• You're looking for a full-time role and just want to fill hours until you find one
• You prefer working alone with minimal client interaction
• You need fully remote work

The details:

• Part-time, 20-25 hours per week
• $21-23 per hour based on experience
• Monday-Friday schedule
• 2 evenings per month for seminars in the community
• In-office in Eagan — this is not a remote role

To apply: Send your resume along with a few sentences telling me what specifically caught your attention about this role. I read every one.

We're a growing financial advisory and estate planning firm in Eagan, helping clients protect their savings, reduce taxes, build solid retirement income plans, and put proper estate plans in place. A big part of our practice is hosting estate planning seminars throughout the community — we see 70-100 attendees a month, most of them in their 60s and 70s. Everything we do is built on honesty, transparency, and doing right by the clients who trust us with their financial future.

Company Description

We're a growing financial advisory and estate planning firm in Eagan, helping clients protect their savings, reduce taxes, build solid retirement income plans, and put proper estate plans in place. A big part of our practice is hosting estate planning seminars throughout the community — we see 70-100 attendees a month, most of them in their 60s and 70s. Everything we do is built on honesty, transparency, and doing right by the clients who trust us with their financial future.