Executive Administrative Assistant

The Limborg Group Job Posting: Executive Administrative Assistant (Part-Time)

The Limborg Group, in collaboration with EFS Advisors, an investment firm established in 1989, is seeking a friendly and experienced individual to join our team as a part-time Executive Administrative Assistant. In this role, you will work closely with a Financial Advisor and interact with a well-established client base.

Job Title: Executive Administrative Assistant (Part-Time)
Hours: Approximately 20 hours per week, with a very flexible weekday schedule.
Location: The position will be based in Stillwater, MN. Occasional remote work will be required, and high-speed internet is required for remote access.
Seasonal Support: Expect increased responsibilities and a need for additional assistance starting May and through the summer

Responsibilities:

• Manage new client/account onboarding, including data entry into CRM and client notification upon account setup.
• Track and verify receipt of account transfers, such as 401(k) or IRA funds, when clients transfer these investments to our management.
• Process client service requests, such as increasing savings in their investment accounts, primarily utilizing Docusign for paperwork preparation and processing
• Preparing for client appointments and reviews.
• Provide varied support to the Financial Advisor as needed.
• Ensure utmost discretion and confidentiality with sensitive financial and personal information.

Qualifications:

• Strong verbal and written communication skills.
• Proficient on a computer.
• Positive attitude, reliable, organized, detail oriented, quick learner and able to work independently.
• Capable of handling multiple tasks simultaneously.
• High school diploma or equivalent; two-year college degree preferred.
• 2 years of administrative or office experience preferred; financial industry experience a plus.
• Background check and fingerprinting required.
• The ideal candidate is within 15 minutes of Stillwater.

For the right candidate, this position holds the potential to evolve and expand over time, offering opportunities to engage in various projects and aspects of the business. We are looking for someone who is eager to grow with us and take on new challenges as they arise.

Job Type: Part-time

Pay: $20.00 per hour

Expected hours: 15 – 25 per week

Benefits:

• Flexible schedule

Schedule:

• Day shift

Work Location: Hybrid remote in Stillwater, MN 55082