Office Assistant/Client Concierge

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our financial firm Secured Retirement in St. Louis Park, MN is looking for a strong Office Assistant/Client Concierge. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today!

The ideal candidate for this “Guest host and first impressions manager” role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must!

Minimum Requirements:

2+ years of administrative office experience in a fast-paced environment
Financial industry experience preferred, but not required
Advanced skills with MS Office Suite
CRM experience

This position requires that you possess the following skills:

This team member will be instrumental in ensuring clients have the most memorable, positive experience
Good-natured, positive attitude
Gift of gab! Comfortable making conversations with families visiting our office
Sincere and caring attitude
Exceeding/Anticipating guests needs to make them happy
Savvy customer service, to include excellent communication, both verbal and written
Ability to prioritize projects and manage time
Ability to demonstrate persistence to achieve quality with strong follow-through

Responsibilities:

Contribute to the success of the office by exceeding client and regulatory expectations including but not limited to:

Provide the first impressions for prospects and clients
Answer phones and greet clients in a friendly, positive, and warm manner
Maintain office supplies and outgoing correspondence
Assist clients with issues and concerns
Build and improve upon client relationships
Schedule appointments with clients and assist the Advisors with calendar management
Maintain office filing system, both paper and electronic database entry
Document notes from client conversations
Assist office admin general tasks

Hours

Monday – Friday
8:00am-5:00pm

Total Compensation

($45,000 - $55,000 annually)

More details shared in the interview

Wow, You’re Smart!

We’ll pay for you to obtain your Minnesota life and health insurance license and FINRA Series 65 securities registration. We’ll even pay for your Certified Financial Planner® and other industry designations. Want to get your CPA license? Let’s do it.

Time Off, Money for Nothing

Three weeks (15 days) paid time off (PTO) each year. Accrue an additional day per year after your first work anniversary.

And Even More Time Off

When the New York Stock Exchange is closed, we are closed. In both 2024 (and again in 2025) this includes ten (10) full days of paid time off and three (3) additional half days of paid time off while our offices are closed.

Want More Time Off?

When we meet our goals, we prefer to give employees extra days off.

Your Retirement Savings is Important to Us

You are eligible to participate in our Traditional and Roth 401(k) after 6 months of full-time employment. We will match 3% of your compensation into your plan for all eligible employees even if you elect not to make personal payroll contributions. We know a lot about money, it’s what we do!

Partner in our Profitability

Additional Discretionary Profit-Sharing Contributions may be made into your 401k plan depending on firm profitability and company-specific strategic goals.

Free Financial Advice

Employees and their immediate family do not pay for financial advice in their retirement plans or other investments managed by Secured Retirement.

Let’s Stay Healthy

Medical Insurance through BCBS and Dental Insurance through Delta Dental. We pay for 75% of your premiums and 25% of your dependents’. Fund an HSA account with pre-tax dollars through payroll.

Just in Case…

Our CEO covers the cost for $50,000 Term Life Insurance and Long-Term Disability

Other Voluntary and Optional Benefit Coverages which you can elect:

Short-Term Disability
Additional Life Insurance Protection
Cancer Insurance
Accident Insurance Group
Voluntary Vision

Want To Lend a Hand?

We support local charities financially and with paid time-off to volunteer

Hungry?

Free Lunches are routinely provided during team-building meetings and for employee appreciation. Free coffee, tea, sodas, water, hot cocoa, and energy drinks.

Let’s have fun!

Quarterly team-building events off-site and Annual Holiday Party

Use The Force, Luke!

Mentorship is part of the deal.

We want to help you as a person, not just as an employee.

How Do I Get There?

St. Louis Park location is just off Hwy 100 & Excelsior Blvd.

Presented by Advisor Employee Services Thank you for your interest in the Office Assistant/Client Concierge role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at https://aesplacement.com/and the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

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Secured Retirement | Office Assistant/Client Concierge