What are the responsibilities and job description for the Administrative Assistant - Generalist position at LoCorr Funds?
COMPANY BACKGROUND:
Octavus Group, LLC, founded in 2003, is the parent company of LoCorr Distributors, LLC, a broker-dealer registered with FINRA and NFA, and LoCorr Fund Management, LLC, an investment manager registered with the SEC and CFTC. LoCorr Funds manages and distributes alternative investments through a national network of financial institutions. The firm currently offers eight mutual funds and manages more than $3 billion in assets.
POSITION OVERVIEW:
We are seeking a motivated, meticulous Administrative Assistant to support senior leadership within a dynamic alternative investment firm. This is an excellent opportunity for an early-career professional to gain exposure to senior executives and the investment industry. The ideal candidate is highly organized, eager to learn, and able to manage multiple tasks in a fast-paced, professional environment.
KEY RESPONSIBILITIES:
Daily interaction with the management, marketing, and sales teams. Help organize internal and external meetings, including planning and materials preparation. Provide administrative support such as document formatting, electronic filing, and data entry. Serve as a professional point of contact for general inquiries. Assist in preparing sales and management reports. Support team projects and firm initiatives on an ad hoc basis. Maintain accurate records, contact lists, and databases. Provide general office support, including event coordination and vendor interaction. Contribute to a collaborative and organized office environment.
QUALIFICATIONS:
2–3 years of administrative or professional experience
Strong organizational skills with high attention to detail
Excellent verbal and written communication skills
Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
Background in CRM/Salesforce is highly encouraged.
Cheerful outlook, willing to learn and take on new tasks.
Initiative-taker with ability to multi-task several priorities at once
Ability to multitask, prioritize, and meet deadlines.
Interest in the investment industry
KEY COMPETENCIES:
Eagerness to learn: Demonstrates curiosity and a willingness to grow.
Reliability: Follows through on tasks and commitments
Attention to detail: Produces accurate and organized work.
Time management: Oversees multiple assignments effectively.
Professionalism: Maintains a positive and polished demeanor
WHY JOIN US:
Direct exposure to senior leadership and investment professionals
Opportunity for growth
Collaborative and high-performance environment
Competitive compensation and benefits
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Paid time off
- Parental leave
- Retirement plan
- Vision insurance
Ability to Commute:
- Excelsior, MN 55331 (Required)
Work Location: In person