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Senior Administrative Assistant

2 months ago

Wayzata, United States 360 Financial Full time

Are you looking to join and learn about the Financial Services world? Do you think about working in and learning more about the financial services industry? Do you enjoy working directly with clients? Do you enjoy managing email and calendaring for a firm founder? Are you skilled at meeting new people and making them feel welcome? Are you interested in learning a number of different responsibilities and helping a great team continually get better? If so, we have a full time opening to join our firm as a Senior Administrative Assistant. This entry level position is a fantastic opportunity to work with an energetic and engaged team focused on our clients' financial success Who is 360 Financial? We are 360 Financial, an innovative, high touch, independent wealth management and financial planning firm. We have been helping clients achieve their financial goals for over 29 years. We serve over 1,200 families and manage over $600 million in assets. Our experienced and tenured team is dedicated to 360 Financial and providing unparalleled service to our advisors and clients. We believe strongly in community service, paying it forward, and having fun at work 360 Financial has a dynamic team consisting of eight Financial Advisors, and ten additional team members from Marketing to Client Service to Compliance - all dedicated to the success of our clients and the growth of our firm. Who would be a good fit for this position? You genuinely care for people and enjoy interacting with all personality types. You have exceptional communication skills and outstanding execution skills. You are friendly, honest, and dependable. You are organized, planful, and follow through on your commitments. You live in the Twin Cities metro area and want to work in an energetic downtown Wayzata location. This is an in-office position. You enjoy managing multiple different tasks. You enjoy meeting new people and making them feel welcome. You are driven, energetic, ambitious and professional. You thrive in a fast-paced entrepreneurial environment. You are known for a polished communication style compatible with all personalities. You are proactive and self-motivated with a positive attitude. You value collaboration and teamwork. You work with a sense of urgency to drive performance results. You're friendly, fun, outgoing, joyful and just plain nice. A day in the life of a 360 Financial Senior Administrative Assistant includes a number of responsibilities that are sure to keep you engaged, interested and always learning. Be the face of 360 Financial. Welcome clients and guests to 360 Financial, whether via phone or in person. Your inviting and engaging personality is a natural fit for this You are a master at quickly developing relationships and proud to provide additional value to our clients. Assist the Wealth Management team by scheduling clients for their annual or bi-annual meetings. Your attention to detail and follow up skills shine as you quickly and efficiently set up successful client meetings. You coordinate the day and activities for the President/Owner, Mike Rogers. Anything from greeting him walking in for the day to calling clients back to setup a call. You are his right hand to ensure that the day will be successful. Your inviting and engaging personality is a natural fit for this o Manage calendar o Manage email o Manage voicemail & returning calls o Set up calls/meetings o Ad Hoc projects Answer incoming phone calls and direct to the appropriate department/individual as needed. Help monitor the client development process, and work with the team when issues arise. What you bring to the team. A friendly, energetic personality with a passion for helping people. Exceptional phone and interpersonal skills. Strong communication, time management and organizational skills. Positive, driven, focused. Ability to learn quickly. Passion for the doing good and improving the community around you. Proficient with Microsoft Office Suite (Word, Excel, Outlook) and Redtail (CRM) (preferred). Associate's or Bachelor's degree in Business Administration or related field is a plus. What do you receive as a member of Team 360? Work in Downtown Wayzata, overlooking the Great Lawn. Great restaurants, lots of free parking. A progressive, professional (but not stuffy) environment focused on our clients. As they say, all work and no play makes jack a dull boy, so we have fun with breakfasts and lunches (lots of lunches), quarterly office outings (Twins games, Segway tours, Escape Room, etc.), paid off time to volunteer, occasional happy hours, and a wonderfully committed culture. And a collaborative interesting place to work and grow with our company. Of course we offer a competitive salary and bonus structure, a full benefit suite including medical, dental, vision, group life insurance, disability, etc., a 401k plan with a 4% match, a profit sharing plan (with a contribution of 4% last year), year-end performance based bonuses, a generous allotment of PTO, volunteer hours, shorter summer hours, free estate planning services and we contribute $360.00 annually to the charity or charities of your choice In 2024 we achieved Inc. Magazine's Best Workplace award, and Minneapolis/St.Paul Magazine's Best Place to Work award, and Mike Rogers won Forbes Best in State accolades. And if that wasn't enough, we also offer a great working environment in a beautiful street side location in exclusive downtown Wayzata. So, what do you think? Does this sound like the place for you? Are you excited to learn more and explore the possibility of making our dynamic team your next home? Do you think you can represent our brand day in and day out? Are you ready to be part of the best team and work with the best clients in the financial services industry? Would you like to work somewhere that genuinely cares about and supports your career development? If so, the time is now to put your spirit, personality and ability to genuinely connect with people to work Apply today and let's get going