Administrative Assistant
Mankato, MN
Full Time
Mid Level
Administrative Assistant Job description
Position Title: Administrative Assistant
Location: Minneapolis, MN
Start date: September 2024
https://daisecurities.com
About Us:
DAI Securities is a dynamic independent Broker-Dealer and Registered Investment Advisor that is committed to supporting financial advisors by providing a diverse range of financial products for comprehensive wealth management. We offer a robust platform featuring alternative investments, advisory solutions, and traditional investment products. Our mission is to empower advisors by delivering a top-tier platform with exceptional customer service, ensuring they can deliver unparalleled support to their clients.
Position Overview:
The Administrative Assistant plays a crucial role in ensuring smooth operations within our team by providing comprehensive support to clients and internal staff. This position involves handling a variety of administrative tasks, maintaining professional communication, and assisting with client service and investment transactions. The ideal candidate will be detail-oriented, organized, and capable of managing multiple responsibilities while maintaining strict confidentiality.
Key Responsibilities:
Qualifications:
Position Title: Administrative Assistant
Location: Minneapolis, MN
Start date: September 2024
https://daisecurities.com
About Us:
DAI Securities is a dynamic independent Broker-Dealer and Registered Investment Advisor that is committed to supporting financial advisors by providing a diverse range of financial products for comprehensive wealth management. We offer a robust platform featuring alternative investments, advisory solutions, and traditional investment products. Our mission is to empower advisors by delivering a top-tier platform with exceptional customer service, ensuring they can deliver unparalleled support to their clients.
Position Overview:
The Administrative Assistant plays a crucial role in ensuring smooth operations within our team by providing comprehensive support to clients and internal staff. This position involves handling a variety of administrative tasks, maintaining professional communication, and assisting with client service and investment transactions. The ideal candidate will be detail-oriented, organized, and capable of managing multiple responsibilities while maintaining strict confidentiality.
Key Responsibilities:
- May be required to Answer phones and direct calls to the appropriate party
- May be required to Greet clients, offering to situate them comfortably in preparation for meetings with their advisor or client service associate
- Maintain polite and professional communication via phone, e-mail, and mail
- Maintain up-to-date client contact information in CRM program and maintain other business logs
- Prepare clients’ 1031 exchange, real estate, and other investment purchase paperwork
- Coordinate 1031 closings with title, exchange accommodators and investment sponsors
- Monitor transactions and assist as needed to ensure timely investments
- Provide ongoing client service support for real estate and other client investments
- Provide support for investment transactions and client communications, including onboarding of new clients and other relationship-building opportunities
- Aid client service team as needed
- Maintain strict confidentiality of all client and firm business
- Perform other related duties as required
Qualifications:
- Associates degree or higher preferred, or 5 years of related experience
- Excellent verbal and written communication skills
- Passion for providing an unbelievable client experience
- Professional and courteous demeanor
- Detail oriented and well-organized
- Ability to multi-task
- Strong computer skills, with experience in Office 365 suite
- Adherence to firm’s Privacy Policy, Client Confidentiality, and Code of Ethics, as well as regulatory policies and procedures
- Willingness to attain securities licensing under the sponsorship of employer
- A “can do” attitude and willingness to wear many hats within an office environment
- Extreme Ownership
Featured Benefits
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
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