Dynamic Administrative Assistant for Financial Services

Legacy Financial Partners; Yankton (SD); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Competitive Pay

Comprehensive Benefits Package

Education Reimbursement

Annual Team Retreat

Job summary

Legacy Financial Partners in Yankton, SD is seeking a highly motivated Administrative Assistant to support a busy financial services office. The role requires professional appearance, quick learner, superior phone and computer skills, and a customer-focused approach.

Responsibilities include managing files, scheduling, client correspondence, coordinating events, and ensuring accuracy in records while maintaining confidentiality in a fast-paced environment.

Qualifications

• Core experience: customer service and administrative or office experience.
• Experience in financial services is a plus.
• Strong verbal and written communication; professional interactions.

Responsibilities

• Perform general administrative tasks: filing, preparing paperwork, reports, phones, scheduling.
• Organize and maintain client paperwork; respond to client inquiries.
• Coordinate and lead local marketing events for the financial advisor.
• Handle routine client account changes and applications; verify information.
• Ensure office procedures are followed and records are accurate.

Skills

Customer service

Administrative experience

Microsoft Office

Communication skills

Organizational skills

Confidentiality

Typing 40-60 wpm

Tools

Microsoft Office Suite

Job description

Legacy Financial Partners in Yankton, SD is seeking a highly motivated Administrative Assistant to support a busy financial services office. The role requires professional appearance, quick learner, superior phone and computer skills, and a customer-focused approach.

Responsibilities include managing files, scheduling, client correspondence, coordinating events, and ensuring accuracy in records while maintaining confidentiality in a fast-paced environment.