Job Type: Administrative Assistant
We are seeking a part-time to full-time Administrative Assistant to join the True Journey a Wells Fargo Advisors Finet, LLC team in Rochester, MN. We provide comprehensive, multi-generational integrated strategies to help guide wealth for successful individuals, families and business owners located in the wonderful Minnesota community and across the United States.
As an administrator, we will lean on you to provide exceptional customer service, support financial advisory functions, interact professionally with clients, and serve as administrative support while providing hands on guidance to working in the financial services industry and a professional office setting to train and monitor you in your career path.
OUR CORE VALUES:
The True Journey's approach to creating integrated investment strategies is based on working collaboratively with clients to provide trusted advice and guidance to help achieve goals. Including:
- Excellence
- Hard Work
- Diligence
- Care
- Kindness
- Mutual Trust
- Transparency
- Responsibility
WHAT YOU’LL BE DOING:
- Answering phones in a professional manner and routing calls if necessary.
- Receiving and sorting daily mail.
- Scheduling and supporting prep for client meetings.
- Marketing support and organizing client workshops and events.
- Performing data entry and filing documents accurately.
- Managing office inventory such as supplies and stationery.
- Applying a working knowledge of operations/client-service processes.
- Working independently, effectively, and efficiently.
- Handling confidential and/or sensitive information responsibly.
- Performing administrative and clerical support tasks.
QUALIFICATIONS:
- Excellent communication via conference/Zoom calls, phone, email, etc.
- Positive attitude, willingness to engage in various business projects and initiatives. Contribute to business vision and positive/unique team culture. Team player, eager to collaborate with others.
- Strong computer skills and knowledge of Microsoft Office products.
- Exceptional interpersonal and client service skills.
- Strong organizational and analytical skills; process orientated.
- Ability to manage a variety of tasks and prioritize individual workload responsibilities. Ability to learn additional software applications.
- Ability to work with strict confidentiality requirements, as well as utilize good judgment in the preparation and distribution of confidential information.
Job Types: Full-time, Part-time
Pay: $22.00 - $25.00 per hour
Expected hours: 20 – 40 per week
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Schedule:
Education:
Ability to Relocate:
- Rochester, MN 55901: Relocate before starting work (Required)
Work Location: In person
