Office Associate/Receptionist

Job Description

JOB DETAILS

As an Office Associate, you will provide support to ensure the branch operates efficiently on an ongoing basis, especially handling the needs and requests of our clients.

What will you do?

• Accurately record all checks, securities and coupons received from clients and ensure that they are credited to the proper accounts. Transmit all checks received for deposit to Minneapolis on a daily basis. Promptly and accurately notify the respective Financial Advisor and/or Client Associate of all checks received
• Answer incoming calls, greet visitors, and maintain office supplies including marketing and new account opening materials, open and manage incoming mail
• Plan and coordinate client and vendor events, both on- and off-site by creating documents and agendas and handling all logistics
• Act as back-up when support staff is out of the office
• Provide IT support and order all necessary equipment and upgrades for branch staff
• Perform general office responsibilities

What do you need to succeed?

Must-have

• 1+ year of general office experience
• Proficient computer skills including Microsoft Office suite
• Strong verbal and written communication skills
• Excellent people and organizational skills with the ability to coordinate multiple projects and work effectively under pressure to meet deadlines
• Ability to work independently in a fast-paced, dynamic environment and consistently use good judgement

Nice-to-have

• Associate’s degree or Bachelor’s degree
• Basic understanding of financial services

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.

The expected salary range for this particular position is $45,000 – $75,000, depending on your experience, skills, and registration status, market conditions and business needs.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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