Job Description

Job Duties/Description:

• Schedule and confirm client meetings for the financial advisor
• Manage and update the advisor's calendar to ensure efficient workflow
• Follow up with clients regarding appointments, required documents, and inquiries
• Plan, organize, and manage financial seminars and webinars
• Handle event logistics, including venue booking, attendee registration, and follow-ups
• Ensure all materials and presentations are prepared in advance
• Assist in the preparation and processing of financial documents and client paperwork
• Ensure all compliance and regulatory requirements are met
• Maintain and organize client files, records, and office documents
• Oversee office supplies, equipment, and general office maintenance
• Act as the first point of contact for clients, providing excellent customer service
• Support the financial advisor with administrative tasks as needed

Requirements:

• 3+ years of previous experience in a similar role
• Must be strong at anticipating needs, very detail oriented, and able to work with an entrepreneurial type mind.
• Previous experience in office management, administrative support, or financial services preferred
• Strong organizational skills with the ability to multitask and prioritize
• Excellent communication skills (both verbal and written)
• Attention to detail and ability to handle sensitive client information with discretion

Additional Info:

• Pay range: $25-30/hr. depending on experience
• Schedule: 8:30am-5:00pm, Monday - Friday
• Location : 100% onsite, Minnetonka
• Type : Temp - with the possibility of turning permanent
  

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

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