Financial Administrative Assistant - Growth & Impact

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

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.