Overview
Administrative/Clerical Assistant, Office Administrator/ Coordinator Jobs in Minneapolis, USA at Prosperwell Financial
Prosperwell Financial is a women-owned financial advisement practice dedicated to helping individuals and businesses achieve financial independence through mentorship and strategic planning. With a client-centric approach, the firm empowers clients to make confident financial decisions aligned with their life goals. Affiliated with Raymond James Financial Services, Prosperwell Financial delivers comprehensive investment and advisory services. While independent of Raymond James, the firm operates with compliance to all applicable regulations and offers tailored financial solutions.
Based in the Greater Minneapolis-St. Paul Area, Prosperwell Financial is committed to fostering financial literacy and growth.
Role Description
This is a full-time, on-site Assistant role located in the Greater Minneapolis-St. Paul Area. The Assistant will be responsible for providing administrative and operational support to the Prosperwell Financial team. Daily tasks include managing schedules, coordinating meetings, handling correspondence, assisting with client communications, organizing documents, and maintaining data accuracy. Additionally, the role involves contributing to the seamless execution of client services, supporting event planning, and ensuring efficient office operations.
Qualifications
- Strong administrative and organizational skills for managing schedules, handling correspondence, and maintaining accurate records.
- Ability to communicate effectively with clients and team members in both written and verbal forms.
- Experience with Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook, as well as familiarity with CRM systems.
- Attention to detail, ability to multitask, and a proactive mindset to handle office operations efficiently.
- Customer service experience and interpersonal skills to maintain positive relationships with clients and the team.
- A strong sense of confidentiality and professionalism, especially when handling sensitive financial information.
- Experience in finance, investments, or related industries is a plus.
- Bachelor’s degree in Business Administration, Finance, or a related field is preferred.
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Title: Administrative/Clerical Assistant, Office Administrator/ Coordinator
Company: Prosperwell Financial
Location: Minneapolis, USA
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