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We are looking for a detail-oriented Administrative Assistant to provide critical support to a Financial Advisor in Sioux Falls. In this contract position, you will play an integral role in managing administrative tasks, client communications, and document preparation. This role requires someone who is highly organized, efficient, and comfortable working in an environment that values attention to detail.
Job Responsibility:
Perform accurate data entry and maintain client information in company databases
Set up new client accounts and verify account details to ensure accuracy
Assist in preparing and sending form letters to clients as needed
Coordinate paperwork and documentation for trust-related changes, ensuring compliance with company policies
Identify and escalate issues requiring higher-level intervention
Communicate with clients to obtain necessary signatures and documentation, ensuring clarity and a high standard of conduct
Collaborate with team members to streamline administrative processes
Help organize and maintain files and records for easy retrieval
Support daily operations by handling other administrative tasks as assigned
Requirements:
Minimum of 5 years of experience in administrative support, or equivalent experience as an Executive Assistant
Familiarity with legal or financial terminology is strongly preferred
Proficiency in data entry and administrative office tools
Strong communication skills, both written and verbal, with the ability to interact professionally with clients
Exceptional organizational skills and attention to detail
Ability to manage multiple tasks and prioritize effectively in a fast-paced environment
Must be comfortable working onsite in Sioux Falls
What we offer:
medical, vision, dental, and life and disability insurance