Administrative Assistant (Financial Services)

Location: Mankato, Minnesota, United States

Salary: $40,000–$50,000 per year

Company

hirify.global provides financial services and supports advisors and employees through an inclusive, collaborative workplace. This position is with an hirify.global franchise owner.

What you will do

• Support the daily operations of a fast-paced holistic financial planning practice.
• Schedule meetings, answer and route phone calls, document client contacts, and manage messages.
• Greet clients, provide hospitality, and maintain a professional office entry and lobby.
• Prepare correspondence, process incoming and outgoing mail, and complete related compliance requirements.
• Assist planning assistants, paraplanners, associate financial advisors, and advisors.
• Manage scanning, faxing, uploading, task processing, and office supplies.

Requirements

• Experience working in a small office environment.
• Strong organizational and computer skills with attention to detail.
• Effective communication skills and professional phone manners.
• Ability to multitask, manage time efficiently, and support compliance with applicable rules and regulations.
• Professional appearance and a positive willingness to learn and grow.

Culture & Benefits

• Full-time, in-person position supporting a local financial planning practice.
• Inclusive and collaborative work environment.
• Equal opportunity and accessible recruitment process.