Financial Services Administrative Assistant — Growth & Benefits

M2 Financial Group; Maple Grove (MN); On-site; Full time

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.