Administrative Assistant

Position Overview

The Frandsen Investment Services Administrative Assistant is responsible for providing administrative support to one or more Wealth Advisors and their clients. Must work with a diverse group of both external and internal contacts at multiple levels of the organization. Independent judgment is required to plan, prioritize, and organize a diversified workload. A high degree of comfort managing and prioritizing multiple tasks is required.

• Manage documents necessary to establish client files and maintain compliance
• Communicate and collaborate with clients and co-workers in a professional setting
• Schedule and organize activities such as meetings and client appointments for multiple team members
• Proficient in Microsoft Office and CRM Platforms
• Organize and prioritize large volumes of information

• High school graduate degree or equivalent
• 2 years of experience or training in the financial services industry
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Office Professional Certification Program must be taken and passed within 90 days of hire

Salary range for this role is $23.00 to $26.00 per hour, depending on experience.

We offer a competitive benefits package including 401k and profit sharing.