Job Description:

Office AssistantDo you enjoy utilizing organizational, customer-focused skills, while handling everyday occurrences in a successfully operating office? Our established planning firm Triton Wealth in Aitkin, MN is looking for an Office Assistant to play a key role in running and coordinating the day-to-day operations in a fast-paced office. Our formula for success has been to put our customers first and treat them with honesty and integrity. If you are a strong, proactive office leader who is looking to utilize and share your skills and ideas, please apply today!Minimum Requirements:HS Diploma2+ years of experience managing a busy officeIntermediate to advanced skills with MS Office SuiteThis position requires that you possess the following skills:Ability to prioritize projects and manage timeProvide outstanding customer serviceExcellent communication; both verbal and writtenGood nature, positive attitudeSelf-directed initiativeA desire for continuous learningAbility to adhere to complex regulatory and compliance requirements.Responsibilities: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:Answer phones and greet clients in a friendly, warm mannerRecord notes from client conversations in an accurate manner into CRMComplete and process new client applications; accuracy being pertinentInput prospects and keep databaseCRM program up to dateProcess transactionsVarious industry-specific tasksSalary: $16-$18hrBenefits: Group Health InsuranceSafe Harbor 401kHours:Monday-Friday: 8:00 am - 4:30 pmPresented by Advisor Employee Services Thank you for your interest in the Office Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!