Administrative Assistant (Financial Services)

Tharp Consulting; Moorhead (MN); On-site; USD 36,000 - 54,000; Full time

Job summary

Tharp Consulting in Moorhead, MN is seeking an administrative support specialist to assist a Financial Advisor with client service and branch operations. You will manage scheduling, communications, and paperwork to keep processes running smoothly and compliantly.

The ideal candidate demonstrates strong organizational skills, excellent communication, and a proactive, service-oriented mindset to support client relationships and daily operations in a regulated environment.

Qualifications

• Experience providing administrative support in a financial services setting.
• Strong organizational skills and attention to detail.
• Excellent communication and client service abilities.
• Experience handling paperwork, transactions and recordkeeping in a regulated environment.

Responsibilities

• Serve as a primary point of contact for clients, ensuring responsive, relationship-focused service
• Handle client communications, scheduling coordination, and appointment preparation
• Prepare and process paperwork, including transaction support and account servicing
• Maintain accurate, up-to-date records to support compliance and operational accuracy
• Support marketing follow-up and other client outreach activities
• Assist with day-to-day branch operations to ensure a smooth, professional office experience

Skills

Strong organizational skills

Excellent communication

Documentation and recordkeeping

Compliance mindset

Collaborative, service-focused

Job description

Role Summary: Provide administrative support to a Financial Advisor by managing key client service and branch operations.

Key Responsibilities

• Serve as a primary point of contact for clients, ensuring responsive, relationship-focused service
• Handle client communications, scheduling coordination, and appointment preparation
• Prepare and process paperwork, including transaction support and account servicing
• Maintain accurate, up-to-date records to support compliance and operational accuracy
• Support marketing follow-up and other client outreach activities
• Assist with day-to-day branch operations to ensure a smooth, professional office experience

Qualifications & Skills

• Strong organizational skills with attention to detail
• Excellent communication and client service abilities
• Ability to handle documentation, transactions, and accurate recordkeeping
• Comfort working in a compliance-focused environment
• Proactive, service-oriented mindset and ability to collaborate effectively