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Career Opportunities


Full-Time
Office Administrator/Client Services
In New Prague Office

 

Job Responsibilities:

 

Meet and greet clients, answer phones, process investment account paperwork, Process client service requests, follow up with clients, process money transfers, support the financial advisors, set appts, deal with office vendors, learn to efficiently operate company systems and processes.

 

Job Requirements:

 

  • Experienced Administrator that can provide administrative and client support for the financial advisors.
  • Good working IT knowledge in Word, Xcel, social media and other types of technology applications.
  • Must feel comfortable around technology and changes in technology and be able to learn and operate in the various systems used in the office.
  • Strong client service skills with amicable and helping personality.
  • High ethical standards and discretion is required.
  • Self-starter that can work in the details, finish tasks, and stay busy on their own.
  • Problem solving and analytical skills.
  • Some book keeping and investment experience is a plus, but not required.

 

This is a long-term local career position. Salary will be commensurate with experience. Includes retirement plan and a potential bonus.

 

 

Submit Resume:

 

By email in Word or pdf to [email protected].
Include a cover letter. We encourage references.

Or mail to:
222 Main St E, PO Box 181
New Prague, MN 56071


Contact Us for a Complimentary
Investment or Financial Planning Review