Executive Assistant
6 days ago
We are looking for an Executive Assistant at a Wealth Management office to join our team Dahl Consulting is currently partnering with a leading consulting company in Eagan, MN. We work one-on-one with great candidates to help connect them with local employment opportunities. This company is hiring a Wealth Management Office Assistant for a contract-to-hire position. Interested? Get more details below
- Worksite Location: Eagan, MN (100% onsite)
- Compensation: $25.00-$30.00/hr DOE
- Contract to Perm
- Support advisors with daily tasks
- Prepare, process, and follow up on paperwork
- Answer phones and schedule appointments
- Handle day-to-day operations and clerical tasks
- Learn and grow through on-the-job training
- Complete light filing and various general office duties
- Work closely with advisors to prepare the necessary paperwork
- Review and process paperwork
- Follow up on all transactions for accuracy and completeness
- Place outreach and problem-solving items that require attention
- Build strong relationships with our clients
- Maintain/update CRM
- Excellent personal and communication skills
- Strong attention to detail and organization
- Ability to prioritize tasks
- Self-motivated
- Ability to work in a team environment
- Willingness to take on new tasks
- Proficiency with Microsoft Office Suite
- Professionalism, attendance, punctuality, and accountability are essential functions
- Prior experience in the financial industry is valued
As an equal-opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you
Dahl Consulting is proud to offer a comprehensive benefits package to eligible employees that will allow you to choose the best coverage to meet your family's needs. For details, please review the DAHL Benefits Summary: https://www.dahlconsulting.com/benefits-w2fta/
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Dahl Consulting is proud to offer a comprehensive benefits package to eligible contract employees that will allow you to choose the best coverage to meet your family's needs. For details, please review our Benefits Summary: www.dahlconsulting.com/benefits-w2fta.
Dahl Consulting is an Equal Opportunity Employer and does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other applicable legally protected characteristics.
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