Administrative Assistant

Legacy Financial Partners; Windom (MN); On-site; USD 24,796 - 27,552; Full time

Benefits offered by this job

Learning & Development

Innovation

Teamwork

Competitive Pay

Comprehensive Benefits Package

Education Reimbursement

Collaborative Environment

Job summary

Legacy Financial Partners in Windom, MN is seeking an Administrative Assistant to thrive in a busy office with a professional appearance, quick learning, and strong computer skills. The role requires superior phone etiquette and a proactive, detail-oriented approach to work.

You will perform general office tasks, organize client paperwork, coordinate events, handle advertising and compliance submissions, and assist with routine client account changes.

Qualifications

• Prior customer service experience required.
• Previous administrative or office experience preferred.
• Experience in financial services is a plus.

Responsibilities

• Perform general administrative and support functions for the office, including maintaining files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing and overnight shipping documents.
• Organize, coordinate, and maintain all client paperwork.
• Correspond with clients to complete new accounts, asset transfers, and other forms.
• Coordinate and lead marketing events for local financial advisor.
• Monthly advertising and compliance submission.
• Handle routine matters for client accounts, including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face.
• Research and resolve client service problems by contacting Home Office and Sponsor Companies to resolve problems or errors as needed.
• Ensure office procedures are followed.
• Record all transactions on appropriate logs.
• Set up files correctly and obtain necessary information.
• Other duties and tasks as needed.

Skills

Customer service

Office administration

Financial services experience

Tools

Microsoft Office

Job description

Job Location: Windom Office – Windom, MN 56101
Salary Range: $18.00 – $20.00 hourly

Summary: Financial Planning firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as an Administrative Assistant. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Superior phone and computer skills required.

Benefits

• Learning & Development: leadership development programs and goal setting create big possibilities for your career and life. Develop within the company; be mentored and grow as a leader
• Innovation: be involved in creating solutions to workplace challenges regardless of your role and be empowered to have a voice and leadership
• Teamwork: experience what being a part of the Legacy Financial Partners family feels like. Be inspired, encouraged, and cheered on by your teammates while being supported in your life
• Competitive Pay
• Comprehensive Benefits Package: Medical, Dental, Vision, Employer HSA Contribution, PTO, Retirement, Clothing, Annual Meeting (team building retreat)
• Collaborative Environment and Innovative Culture
• Education Reimbursement: never quit learning and growing in your career

Essential Duties and Responsibilities

• Perform general administrative and support functions for the office, including maintaining files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing and overnight shipping documents
• Organize, coordinate, and maintain all client paperwork
• Correspond with clients to complete new accounts, asset transfers, and other forms
• Coordinate and lead marketing events for local financial advisor
• Monthly advertising and compliance submission
• Handle routine matters for client accounts, including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face
• Research and resolve client service problems by contacting Home Office and Sponsor Companies to resolve problems or errors as needed
• Ensure office procedures are followed
• Record all transactions on appropriate logs
• Set up files correctly and obtain necessary information
• Other duties and tasks as needed

Qualifications

Core Experience

• Prior customer service experience required
• Previous administrative or office experience preferred
• Experience in financial services is a plus

Communication & Interpersonal Skills

• Strong verbal and written communication skills
• Ability to interact professionally and courteously with colleagues, customers, and business partners
• Excellent interpersonal and presentation skills

Organizational & Administrative Skills

• Proven ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast‑paced environment
• Strong organizational skills with a high level of accuracy and attention to detail
• Ability to take thorough and precise notes

Confidentiality & Professionalism

• Demonstrated ability to handle sensitive information with discretion and maintain confidentiality at all times

Technical & Computer Skills

• Proficient in Microsoft Office Suite (Word, Excel, Outlook) and general office software
• Comfortable using internet browsers and digital tools
• Ability to operate standard office equipment (computers, copiers, fax machines, etc.)
• Typing proficiency of 40–60 words per minute

Work Ethic & Adaptability

• Ability to work under pressure while maintaining accuracy and professionalism
• Dependable, detail-oriented, and adaptable to changing priorities