Finance Operations Assistant — Hybrid, Growth Opportunity

MD Financial Advisors; Chanhassen, Northern (MN, KY); Hybrid; USD 42,000 - 44,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Health savings account

Paid time off

Vision insurance

Job summary

MD Financial Advisors, based in Chanhassen, MN, is seeking a detail-driven administrative associate to support multiple advisors, manage calendars, greet clients, and assist with events. The role offers a hybrid work arrangement and exposure to financial services.

The ideal candidate has a Bachelor's degree, experience with Microsoft Office and CRM databases, and a passion for education, ethics, and excellence. Some financial knowledge is a plus.

Qualifications

• 4-year college degree or equivalent with a B average or better.
• Experience with Microsoft Office (Word, Excel, PowerPoint).
• Experience with CRM databases; knowledge of personal finance & financial planning.
• Problem solving skills on the fly; able to manage multiple tasks.

Responsibilities

• Managing multiple advisors’ calendars
• Ordering supplies
• Greeting clients
• Assisting with marketing events and materials
• Coordinate office events

Skills

Microsoft Office

Team player

On-the-fly problem solving

Personal finance knowledge

Education

Bachelor's degree

Tools

CRM databases

Job description

MD Financial Advisors, based in Chanhassen, MN, is seeking a detail-driven administrative associate to support multiple advisors, manage calendars, greet clients, and assist with events. The role offers a hybrid work arrangement and exposure to financial services.

The ideal candidate has a Bachelor's degree, experience with Microsoft Office and CRM databases, and a passion for education, ethics, and excellence. Some financial knowledge is a plus.