What are the responsibilities and job description for the Financial Assistant position at UP Branding?
Are you looking to join a team that has shaped United Prairie Bank to be a Top Workplace of choice!
United Prairie Bank is hiring a Financial Assistant in our Worthington location. This position is full-time, Monday – Friday, located in Worthington, MN
Job Overview:
You will be responsible for providing high quality support to the Financial Advisor. Your responsibilities may include phone calls, preparing new account and service paperwork, managing multiple computer systems, providing customer service both in person and over the phone, facilitating and resolving client requests, scheduling client meetings, and generating and mailing correspondence.
The expectation is that you will obtain the necessary licensing to advance to a Junior Financial Advisor.
Hourly Compensation Range: $22.37-$33.62
Qualifications for this Opportunity:
- High school diploma or GED (Required)
- 1 year of experience in a financial office environment
- Deliver an exceptional customer service experience.
- Problem solving skills to find effective solutions.
- Ability to work independently and cooperatively with other team members.
Benefits Include:
- Medical, Dental, Vision insurance
- 401(k) with Employer Match
- Health Savings Account (HSA) with Employer Match
- Flexible Spendings Plans
- Time Off Benefits – PTO, Paid Parental Leave, Volunteer Time Off, 11 paid holidays.
- Company-paid Life Insurance and Short- & Long-Term Disability
- Profit Sharing
Why United Prairie:
United Prairie Bank is a family-owned community bank serving customers for over 100 years throughout Minnesota. Our vision is to inspire dreams and bring them to life. We recognize that our team members are our most important resource. We strive to create a positive work environment through accountability, communication, trust, and service. We are a team of highly engaged employees and foster a culture of opportunity for you to achieve career growth and success.
United Prairie Bank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability status, veteran status and all other protected classes.
Salary : $22 - $34