Find & Apply For Office / Administrative Assistant Jobs in Zumbrota, Minnesota

The Frandsen Investment Services Administrative Assistant is responsible for providing administrative support to one or more Wealth Advisors and their clients. Must work with a diverse group of both external and internal contacts at multiple levels of the organization. Independent judgment is required to plan, prioritize, and organize a diversified workload. A high degree of comfort managing and prioritizing multiple tasks is required. Job Duties
Manage documents necessary to establish client files and maintain compliance. Communicate and collaborate with clients and co-workers in a professional setting.
Schedule and organize activities such as meetings and client appointments for multiple team members. Proficient in Microsoft Office and CRM Platforms. Organize and prioritize large volumes of information. Education, Skills, and Experience
High school graduate degree or equivalent
2 years of experience or training in the financial services industry
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple
competing tasks and demands. Office Professional Certification Program must be taken and passed within 90 days of hire Salary range for this role is $23.00 to $26.00 per hour, depending on experience.