Administrative Assistant

TrueJourney is an investment planning and private wealth management practice providing financial advisory, investment and insurance services. We build customized investment portfolios that are aligned to each client’s financial objectives as part of a comprehensive wealth management plan. Clients place their trust in our expertise, integrity, and diligence.

As an Administrative Assistant with TrueJourney, we will lean on you to provide exceptional customer service, support financial advisory functions, interact professionally with clients, and serve as administrative support to the team. You are the first point of contact with our clients, meaning you have the opportunity to build relationships through each interaction and make a direct impact!

Major Duties as the Administrative Assistant:

• Build relationships with the clients and team.

• Filter and assess incoming client calls so you can “assign” who needs to do the task they are calling in about.

• Develop a professional and courteous connection with clients and team.

• Be able to anticipate the next steps and think beyond short term task.

• Assist in scheduling, reminders, gather and input clients outside financial data as needed.

• Compile and send client review meeting packets and referral meeting packets.

• Prepare, send, follow up and process forms and other operational functions as requested.

• Organize and send client birthday and holiday cards.

• Provide marketing assistance as needed including client mail/email and client events.

Required Skills:

• Excellent communication with the team via conference/Zoom calls, instant messenger, phone, email etc.

• Positive attitude, willingness to engage in various business projects and initiatives.

• Assist and train team members as needed.

• Contribute to business vision and positive/unique team culture.

• You have a sharp eye for opportunity and a quick mind that sees ways to uniquely solve problems all the while improving systems for the betterment of the team and client.

Qualifications:

• Team player, eager to collaborate with others.

• Strong computer skills and knowledge of Microsoft Office products.

• Exceptional interpersonal and client service skills.

• Strong organizational and analytical skills; process orientated.

• Strong written and verbal communication and grammatical skills.

• Ability to work both independently and in team settings.

• Ability to communicate clearly and professionally through both verbal and written skills.

• Ability to navigate client concerns and include FAs and compliance officer when appropriate.

• Ability to manage a variety of tasks and prioritize individual workload responsibilities.

• Ability to effectively manage multiple projects and activities on a routine basis with minimal supervision.

• Ability to learn additional software applications.

• Ability to self-motivate and thrive in a complex and rapidly changing environment.

• Ability to work with strict confidentiality requirements, as well as utilize good judgment in the preparation and distribution of confidential information.

Work Environment:

• Professional and deadline-oriented environment in an office setting.

• Interaction with clients, prospects, FA(s), and other team members.

• In office at Bemidji, MN location.

Our practice provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. TrueJourney is a separate entity from WFAFN.

Pay: $18.00 - $25.00 per hour

Expected hours: 30.0 per week

Work Location: In person

Salary : $18 - $25