Financial Administrative Assistant/Reception

M2 Financial Group; Maple Grove (MN); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Opportunity for advancement

Paid time off

Job summary

M2 Financial Group in Maple Grove, MN, is seeking an Administrative Assistant to join our dynamic team. This role is pivotal in supporting office operations and requires strong organizational skills, proficiency in Microsoft Office, and excellent communication skills.

The ideal candidate will greet clients, manage appointments, prepare documents, and assist team members with various tasks. We value a positive attitude and a team-oriented mindset, ensuring our workplace promotes collaboration and development.

Qualifications

• Experience as a receptionist, administrative assistant, or in a similar role.
• Strong organizational skills and attention to detail.
• Ability to multitask and prioritize effectively in a fast-paced environment.

Responsibilities

• Greet clients as they arrive.
• Manage daily office operations.
• Assist in scheduling appointments and coordinating meetings.
• Prepare and organize documents, reports, and presentations.
• Handle incoming calls and correspondence.
• Maintain filing systems and ensure accurate record-keeping.
• Support team members with various administrative tasks.
• Monitor and manage inventory of supplies.
• Collaborate with team to enhance operational efficiency.

Skills

Organizational skills

Verbal communication

Written communication

Microsoft Office Suite

Education

High school diploma or equivalent

Bachelor's degree (preferred)

Job description

Benefits:

• 401(k)
• 401(k) matching
• Opportunity for advancement
• Paid time off

About the Role:

Join M2 Financial Group as an Administrative Assistant and be a key player in our dynamic team! This role offers you the opportunity to support our operations while enhancing your skills in a fast‑paced financial services environment.

Responsibilities:

• Be the welcoming face that greets our clients as they arrive.
• Manage daily office operations and ensure a smooth workflow.
• Assist in scheduling appointments and coordinating meetings for team members.
• Prepare and organize documents, reports, and presentations.
• Handle incoming calls and correspondence with professionalism.
• Maintain filing systems and ensure accurate record‑keeping.
• Support team members with various administrative tasks as needed.
• Monitor and manage inventory of supplies.
• Collaborate with team to enhance operational efficiency.

Requirements:

• High school diploma or equivalent; Bachelor's degree preferred.
• Experience as a receptionist, administrative assistant or in a similar role.
• Strong organizational skills and attention to detail.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Excellent verbal and written communication skills.
• Ability to multitask and prioritize effectively in a fast‑paced environment.
• Positive attitude and a team‑oriented mindset.
• Familiarity with financial services is a plus.

About Us:

M2 Financial Group has been a trusted financial partner in Maple Grove, MN, for over 30+ years. Our commitment to client satisfaction and employee development creates a thriving workplace where innovation and teamwork are celebrated.