Operations Assistant

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

Our established and fast-growing financial services company is looking for the right person to join our talented team. Are you looking for the benefits of a large company, but want to work in a close-knit smaller organization? Do you want become part of a firm that changes the lives of their clients every day? This is the place!

You: motivated, detail-driven, looking to grow and create a career path with great upside opportunity.

Us: High energy in an upbeat culture, a strong focus on education, mentoring, and excellence. A culture that really works!

Responsibilities:

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

What we are looking for:

• A sense of humor
• Team player who can help effectively manage projects concurrently
• Experience with Microsoft Office (Word, Excel, and PowerPoint)
• Experience with Customer Relationship Management (CRM) databases
• On-the-fly problem solving
• A passion for education, excellence and ethics
• Knowledge of personal finance and financial planning
• 4-Year College degree (with a B average or better) or equivalent
• Experience in Financial Services or business/finance degree a plus

Job Type: Full-time

Pay: $42,000-$44,000

401(k)

401(k) matching

Health insurance

Health savings account

Paid time off

Vision insurance

Schedule:

• Day shift 8:00a-4:30p
• Monday to Friday

Education:

• Bachelor’s (Preferred)

Experience:

• Microsoft Office: 1 year (Preferred)
• Scheduling: 1 year (Preferred)

Work Location: Hybrid. In person in Chanhassen, MN two days a week.