Administrative Assistant 1

Dahl Consulting • Saint Cloud, MN

282d • $19 - $21

About The Position

Dahl Consulting is currently partnering with a leading company in the financial services industry. We work one-on-one with great candidates to help connect them with employment opportunities. This company is hiring an Administrative Assistant for a permanent role.

Requirements

• Strong organizational and computer skills
• Excellent attention to detail and organization
• Effective communication with clients and other staff
• Effective and efficient time management
• Polite and clear phone manner
• Ability to multi-task
• Ability to adhere to rules and regulations, compliance and confidentiality as stated and required by Director of Operations and Ameriprise
• Ability to handle multi-line phone system

Responsibilities

• Greet clients upon arrival and extend hospitality to clients
• Complete incoming and outgoing mail along with compliance requirements
• Route and document client contacts/calls and information into CRM system
• Utilize CRM system to pull information from reports and distribute appropriately
• Track client special events and make appropriate contact per established client contact model
• Research client relationships and connections via social media: LinkedIn/Facebook for advisors and staff to leverage for unique and personal touches
• Maintain and operate general office equipment, copier, scanner, postage meter and handles service calls
• Track and manage advisor licensing renewal and continuing education needs
• Schedule client appointments for advisors via phone calls, eMessage, etc.
• Prepare correspondence and mailings to clients
• Copy and track all client and practice materials including business correspondence
• Scan and file documents electronically
• Copy and follow-up with home office on related issues
• Conduct client appointment reminder calls and check-in calls on follow up items

Benefits

• Health insurance
• Life insurance
• LTD insurance
• Vision insurance
• Dental insurance
• Short term disability
• PTO
• 401k
• Financial planning services

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: High school or GED