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Dahl Consulting
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Administrative Assistant
Posted: 01/15/2025
2025-01-15
2025-03-11
Employment Type:
Permanent
Category: Administrative, Clerical & Customer Service
Job Number: 27527
Job Description
Do you have a positive attitude and sincere willingness to constantly learn and grow? Dahl Consulting is currently partnering with a leading company in the financial services industry. We work one-on-one with great candidates to help connect them with employment opportunities. This company is hiring a Administrative Assistant for a permanent role! Interested? Get more details below
Benefits include: Health, Life and LTD insurance, Vision, dental, short term disability, PTO, 401k, financial planning services.Â
As an equal-opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
#BP.Indeed
- Worksite Location: St. Cloud, MN
- Compensation: $19.00-$21.00 per hour
- Greet clients upon arrival and extend hospitality to clients
- Complete incoming and outgoing mail along with compliance requirements
- Route and document client contacts/calls and information into CRM system
- Utilize CRM system to pull information from reports and distribute appropriately
- Track client special events and make appropriate contact per established client contact model
- Research client relationships and connections via social media: LinkedIn/Facebook for advisors and staff to leverage for unique and personal touches
- Maintain and operate general office equipment, copier, scanner, postage meter and handles service calls
- Track and manage advisor licensing renewal and continuing education needs
- Schedule client appointments for advisors via phone calls, eMessage, etc.Â
- Prepare correspondence and mailings to clients
- Copy and track all client and practice materials including business correspondence
- Scan and file documents electronically
- Copy and follow-up with home office on related issues
- Conduct client appointment reminder calls and check-in calls on follow up items
- Strong organizational and computer skills
- Excellent attention to detail and organization
- Effective communication with clients and other staff
- Effective and efficient time management
- Polite and clear phone manner
- Ability to multi-task
- Ability to adhere to rules and regulations, compliance and confidentiality as stated and required by Director of Operations and Ameriprise
- Ability to handle multi-line phone system
Benefits include: Health, Life and LTD insurance, Vision, dental, short term disability, PTO, 401k, financial planning services.Â
As an equal-opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
#BP.Indeed