The Frandsen Investment Services Administrative Assistant is responsible for providing administrative support to one or more Wealth Advisors and their clients. Must work with a diverse group of both external and internal contacts at multiple levels of the organization. Independent judgment is required to plan, prioritize, and organize a diversified workload. A high degree of comfort managing and prioritizing multiple tasks is required.
Job Duties
Manage documents necessary to establish client files and maintain compliance. Communicate and collaborate with clients and co-workers in a professional setting.
Schedule and organize activities such as meetings and client appointments for multiple team members.
Proficient in Microsoft Office and CRM Platforms.
Organize and prioritize large volumes of information.
Education, Skills, and Experience
High school graduate degree or equivalent
2 years of experience or training in the financial services industry
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple
competing tasks and demands.
Office Professional Certification Program must be taken and passed within 90 days of hire
Salary range for this role is $23.00 to $26.00 per hour, depending on experience.
Pay Range$45,000.00 - $50,000.00
Compensation & BenefitsWe offer a competitive benefits package including health insurance, dental insurance, vision insurance, 401k, profit sharing, and ancillary benefits.Skills Required
- High school diploma or equivalent
- 2 years of experience or training in the financial services industry
- Proficiency in Microsoft Office
- Experience with CRM platforms
- Ability to manage client documents and maintain compliance
- Office Professional Certification Program must be taken and passed within 90 days of hire
- Ability to prioritize and manage multiple competing tasks in a fast-paced environment
What We Do
Frandsen Financial Corporation is an interstate bank holding company that owns full-service community banks in Minnesota, Wisconsin, and North Dakota. With over $3 billion in assets, FFC currently operates Frandsen Bank & Trust offices in over thirty-five locations (Member FDIC), along with Bank of Zumbrota and Pine Island Bank, which were purchased in December 2021. FFC was founded in 1982 when Dennis Frandsen purchased Fidelity State Bank in Luck, Wisconsin. Since then, the company has concentrated on acquiring and operating high-quality community banks that provide a wide array of services to their clients. FFC supports its banks by providing data processing, accounting, regulatory reporting, auditing, human resources, policy management, marketing, and other services that allow bankers to spend more time developing relationships with customers. FFC works with its banks to provide excellent service to their customers, to play vital roles within the communities they serve, and to utilize the resources of FFC to develop new business connections. All products and services are provided in a true community banking environment where the customer is cared for in a way that nurtures a long-term relationship.
