Front Office Associate

Office Administrator / Front Desk

Owatonna, Minnesota
True Wealth Advisors Group

Part-Time(15-20 hours/week) | In-Office

True Wealth Advisors Group is seeking a reliable, professional Office Administrator / Front Desk team member to serve as the first point of contact for our office. This role is ideal for someone who enjoys keeping things organized, supporting a team, and creating a welcoming experience for clients and visitors.

Key Responsibilities

Front Desk & Client Experience

• Greet and welcome clients, guests, and vendors in a professional and friendly manner
• Manage a multi-line phone system, transferring calls or taking detailed messages
• Provide general office information such as hours, directions, and basic services
• Maintain a tidy, organized, and professional reception area at all times
• Receive, sort, and distribute incoming and outgoing mail and packages
• Drop USPS mail at a local USPS store daily
• Ensure strict client confidentiality (no open files or sensitive information at the front desk)

Administrative & Office Support

• Maintain and update records, files, and notes in the firm’s CRM system
• Assist management with scheduling meetings, calendar coordination, travel arrangements, and email correspondence
• Update databases, spreadsheets, and internal tracking systems
• Support operations team with client administrative services including paperwork, account creation, money movements, and updating CRM
• Assist with preparation of internal memos and client-facing documents
• Organize and maintain digital and paper filing systems
• Help coordinate office events, meetings, birthdays, and team lunches

Qualifications & Skills

• Strong organizational and time-management skills
• Professional verbal and written communication skills
• Proactive, resourceful, and solution-oriented mindset
• High attention to detail and accuracy
• Comfortable using Microsoft 365 and learning CRM or scheduling tools
• Ability to handle confidential and sensitive information with discretion
• Adaptable and calm in a fast-paced office environment
• Customer-service oriented with a positive, team-focused attitude
• Dependable and consistently punctual

Why Join True Wealth Advisors Group?

• Stable, professional office environment
• Collaborative and supportive team culture
• Opportunity to be a key support partner in a growing organization
• Meaningful work supporting clients and internal leadership

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor and True Wealth Advisors Group, LLC are not affiliated.

Pay: $18.00 - $20.00 per hour

Expected hours: 15.0 – 20.0 per week

Ability to Commute:

• Owatonna, MN 55060 (Required)

Work Location: In person

Benefits:

Salary : $18 - $20