Financial Assistant

United Prairie Bank • Worthington, MN

4d • $22 - $34

About The Position

Are you looking to join a team that has shaped United Prairie Bank to be a Top Workplace of choice! United Prairie Bank is hiring a Financial Assistant in our Worthington location. This position is full-time, Monday – Friday, located in Worthington, MN Job Overview: You will be responsible for providing high quality support to the Financial Advisor. Your responsibilities may include phone calls, preparing new account and service paperwork, managing multiple computer systems, providing customer service both in person and over the phone, facilitating and resolving client requests, scheduling client meetings, and generating and mailing correspondence. The expectation is that you will obtain the necessary licensing to advance to a Junior Financial Advisor.

Requirements

• High school diploma or GED (Required)
• 1 year of experience in a financial office environment
• Deliver an exceptional customer service experience.
• Problem solving skills to find effective solutions.
• Ability to work independently and cooperatively with other team members.

Responsibilities

• phone calls
• preparing new account and service paperwork
• managing multiple computer systems
• providing customer service both in person and over the phone
• facilitating and resolving client requests
• scheduling client meetings
• generating and mailing correspondence

Benefits

• Medical, Dental, Vision insurance
• 401(k) with Employer Match
• Health Savings Account (HSA) with Employer Match
• Flexible Spendings Plans
• Time Off Benefits – PTO, Volunteer Time Off, 11 paid holidays.
• Company-paid Life Insurance and Short- & Long-Term Disability
• Profit Sharing

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees