Advisory Assistant

• Financial Processing
  Palmer Group
• Saint Cloud, MN
  Palmer Group
• August 28, 2026
  An established financial client is seeking qualified candidates for their open Advisory Assistant position.

We are seeking individuals with stellar communication skills who can thrive in a high-volume, deadline-driven environment within the financial services industry. This position offers a great foot in the door at a growing company. If you are interested in learning more, apply today!

Work Model:

• On-Site
• 8:00 AM
• 5:00

PMM What You Will Do:

• Review changes to the financial representative team for accuracy
• Run reports and share with team and/or advisors as requested
• Prepare rep change documents and forms to be sent on advisors' behalf
• Review incoming and outgoing forms, organize, and process What You Will Need to

Be Successful:

• Must be proficient with MS Excel and have experience with Pivot Tables
• Ability to accurately enter sensitive data into business systems
• Attention to detail and a quick learner
• Financial processing experience preferred
• High school diploma or GED required

Benefits Overview:

• 401k
• Major health insurances
• Employee Stock Ownership Plan ( ESOP )
• Click here for a complete list of benefits Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email resumes@thepalmergroup.

com. #ZR

ADDITIONAL DETAILS

Job Id:

6913305605

Job URL:

https://jobs.thepalmergroup.com/job/46129-advisory-assistant-financial-processing-minnesota/

Job State:

MN

Job Lat:

45.52669906616211

Job Lng:

• 94.

17109680175781

Job County:

Stearns County

Job Education:

High school diploma or equivalent

Job Skills:

Fast learner

Job Hash:

4471392879