Strategic Financial Services Admin & Client Support

Carlton Investment Services Group, LLC; BLOOMINGTON (MN); On-site; USD 40,000 - 55,000; Full time

Job summary

Carlton Investment Services Group, LLC is seeking a dependable Financial Services Administrative Assistant to support the advisor with paperwork, account maintenance, scheduling, and daily operations.

The role focuses on behind-the-scenes organization and client service, not on developing financial plans. On-site work in West Bloomington, MN is required, with a chance to work with various custodians and software tools used in the field.

Qualifications

• At least 2 years of experience supporting a financial advisor or wealth manager in an admin or client service role.
• Familiarity with financial terminology and account information is required.
• Strong written and verbal communication skills are essential for client interactions.
• Ability to maintain confidentiality when handling sensitive client data.
• Demonstrated dependability, organization, and ability to work independently.
• Full-time on-site work in West Bloomington, MN is required.

Responsibilities

• Prepare, process, organize, and maintain client paperwork and account documentation.
• Assist with new account openings and routine account maintenance.
• Assist with paperwork related to transfers, distributions, beneficiary changes, and routine service requests.
• Coordinate paperwork with custodians, insurers, and outside service providers.
• Maintain accurate client records in the CRM and firm systems.
• Prepare routine reports, correspondence, and materials for client meetings.
• Respond to routine client requests professionally and promptly.
• Schedule client meetings, manage calendars, and coordinate logistics.
• Answer incoming calls and support day-to-day office needs.
• Manage the firm's social media and assist with basic content posting.
• Handle confidential client and financial information with professionalism.

Skills

Financial terminology knowledge

Client service experience

Written and verbal communication

Confidentiality

Independent work

On-site work readiness

Education

Associate's or Bachelor's degree in business/finance

Tools

Schwab Advisors Center

DocuSign

Redtail CRM

RightCapital

AIX

FireLight LUMA

Job description

Carlton Investment Services Group, LLC is seeking a dependable Financial Services Administrative Assistant to support the advisor with paperwork, account maintenance, scheduling, and daily operations.

The role focuses on behind-the-scenes organization and client service, not on developing financial plans. On-site work in West Bloomington, MN is required, with a chance to work with various custodians and software tools used in the field.