EFS Advisors - Minnetonka seeks a detail-oriented person with superb organizational skills and an interest in learning about investments and retirement planning. This person will work hand-in-hand with a financial advisor to ensure that all client needs are met, both client-facing and behind the scenes. As an integral part of a team, the Administrative Assistant is reliable, consistent, a quick learner, and a problem-solver.

Job Type: Part-Time - 15-20 Flexible In-House Hours Per Week

EFS Advisors was established in 1989 and is a full-service financial advisory firm with 40+ licensed advisors throughout Minnesota who work with clients to provide financial, investment, and retirement planning advice and services.

Essential Job Functions - Responsibilities

• Assist the Financial Advisor with preparing review materials for client meetings
• Assist with account enrollment paperwork for various types of investment accounts
• Set up client files, send appropriate correspondence, and coordinate follow-up activities with all clients.
• Work with related staff and companies to coordinate and delegate tasks for successful completion.
• Assisting with reaching out to clients to schedule meetings
• Be knowledgeable and confident in answering most questions and refer to the Financial Advisor for additional expertise.
• Open, sort, and distribute incoming correspondence, including faxes and email.
• Read and analyze incoming memos, submissions, and reports to determine their significance and plan their distribution.
• Perform general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work.
• Answer phone calls and direct calls to appropriate parties or take messages.
• File and retrieve documents, records, and reports.
• Assist in the development and implementation of a marketing plan which includes event planning and tailored client recognition/appreciation efforts.

Additional Job Responsibilities:

• Shares in the electronic tracking of financial documents for clients. This includes updating records frequently.
• Coordinate office materials, supplies, and maintenance services when needed.
• Other duties as required and appropriate to enhance the success of the EFS Advisors – Minnetonka team.

NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties to meet the ongoing needs of the organization.

Required Qualifications

• Minimum of 2-year office experience.
• Must have strong interpersonal and organizational skills.
• Must have a strong background in the use of electronic applications and computer systems including functions to scan images and download data.
• Must be able to work independently and manage multiple tasks simultaneously.

Preferred Qualifications

• Two-year college degree or specialized course of study in business or administrative focus.
• Experience in a fast-paced work environment.
• Self-motivated and handles stress under pressure well.
• Exposure and appreciation of the investment industry.
• Enjoy working with numbers and diverse clientele.

Job Type: Part-time

Pay: From $21.00 per hour

Expected hours: 15 – 20 per week

Benefits:

• Flexible schedule
• Professional development assistance

Schedule:

• Monday to Friday

Experience:

• Customer service: 2 years (Required)

Work Location: In person