Advisory Assistant - Financial Processing

Palmer Companies, Inc.; Saint Cloud (MN); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

401k

Major health insurances

ESOP

Clickherefor a complete list of benefs

Job summary

Palmer Companies, Inc. in Saint Cloud, MN is seeking an Advisory Assistant to support the financial advisory team in a high-volume, deadline-driven environment. The role emphasizes accuracy, data integrity, and collaboration with advisors.

You will review team changes, run reports, prepare change documents, enter sensitive data, and assist with benefit processes. Must be proficient in MS Excel with pivot tables and have a high school diploma or GED.

Qualifications

• Must be proficient with MS Excel and have experience with Pivot Tables.
• Ability to accurately enter sensitive data into business systems.
• Attention to detail and a quick learner.
• Financial processing experience preferred.
• High school diploma or GED required.

Responsibilities

• Review changes to the financial representative team for accuracy.
• Run reports and share with team and/or advisors as requested.
• Prepare rep change documents and forms to be sent on advisors' behalf.
• Review incoming and outgoing forms, organize, and process.

Skills

MS Excel

Pivot Tables

Data entry

Attention to detail

Financial processing

Education

High school diploma or GED

Job description

An established financial client is seeking qualified candidates for their open Advisory Assistant position. We are seeking individuals with stellar communication skills who can thrive in a high-volume, deadline-driven environment within the financial services industry. This position offers a great foot in the door at a growing company. If you are interested in learning more,

Work Model:

• On-Site
• 8:00 AM -5:00 PMM

What You Will Do:

• Review changes to the financial representative team for accuracy
• Run reports and share with team and/or advisors as requested
• Prepare rep change documents and forms to be sent on advisors' behalf
• Review incoming and outgoing forms, organize, and process

What You Will Need to Be Successful:

• Must be proficient with MS Excel and have experience with Pivot Tables
• Ability to accurately enter sensitive data into business systems
• Attention to detail and a quick learner
• Financial processing experience preferred
• High school diploma or GED required

Benefits Overview:

• 401k
• Major health insurances
• Employee Stock Ownership Plan (ESOP)
• Clickherefor a complete list of benefits