This listing was posted on The Resumator.
Administrative Assistant
Location:
Mankato, MN
Description:
Administrative Assistant Job description Position Title: Administrative Assistant Location: Minneapolis, MN Start date: September 2024https://daisecurities.com About Us : DAI Securities is a dynamic independent Broker-Dealer and Registered Investment Advisor that is committed to supporting financial advisors by providing a diverse range of financial products for comprehensive wealth management. We offer a robust platform featuring alternative investments, advisory solutions, and traditional investment products. Our mission is to empower advisors by delivering a top-tier platform with exceptional customer service, ensuring they can deliver unparalleled support to their clients. Position Overview : The Administrative Assistant plays a crucial role in ensuring smooth operations within our team by providing comprehensive support to clients and internal staff. This position involves handling a variety of administrative tasks, maintaining professional communication, and assisting with client service and investment transactions. The ideal candidate will be detail-oriented, organized, and capable of managing multiple responsibilities while maintaining strict confidentiality. Key Responsibilities: May be required to Answer phones and direct calls to the appropriate party May be required to Greet clients, offering to situate them comfortably in preparation for meetings with their advisor or client service associate Maintain polite and professional communication via phone, e-mail, and mail Maintain up-to-date client contact information in CRM program and maintain other business logs Prepare clients’ 1031 exchange, real estate, and other investment purchase paperwork Coordinate 1031 closings with title, exchange accommodators and investment sponsors Monitor transactions and assist as needed to ensure timely investments Provide ongoing client service support for real estate and other client investments Provide support for investment transactions and client communications, including onboarding of new clients and other relationship-building opportunities Aid client service team as needed Maintain strict confidentiality of all client and firm business Perform other related duties as required Qualifications: Associates degree or higher preferred, or 5 years of related experience Excellent verbal and written communication skills Passion for providing an unbelievable client experience Professional and courteous demeanor Detail oriented and well-organized Ability to multi-task Strong computer skills, with experience in Office 365 suite Adherence to firm’s Privacy Policy, Client Confidentiality, and Code of Ethics, as well as regulatory policies and procedures Willingness to attain securities licensing under the sponsorship of employer A “can do” attitude and willingness to wear many hats within an office environment Extreme Ownership Featured Benefits 401(k) matching Dental insurance Disability insurance Health insurance Health savings account Life insurance Paid time off Vision insurance Powered by JazzHR
Company:
Level Workforce
Posted:
September 5 on The Resumator
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More About this Listing: Administrative Assistant
Administrative Assistant is a Clerical Administrative Assistant, Administrative Specialist Job at Level Workforce located in Mankato MN. Find other listings like Administrative Assistant by searching Oodle for Clerical Administrative Assistant, Administrative Specialist Jobs.
Administrative Assistant is a Clerical Administrative Assistant, Administrative Specialist Job at Level Workforce located in Mankato MN. Find other listings like Administrative Assistant by searching Oodle for Clerical Administrative Assistant, Administrative Specialist Jobs.