Job Description

We are looking for an Executive Assistant at a Wealth Management office to join our team! Dahl Consulting is currently partnering with a leading consulting company in Eagan, MN. We work one-on-one with great candidates to help connect them with local employment opportunities. This company is hiring a Wealth Management Office Assistant for a contract-to-hire position. Interested? Get more details below!

• Worksite Location: Eagan, MN (100% onsite)
• Compensation: $25.00-$27.00 per hour

What you’ll do as the Wealth Management Office Assistant:

• Support advisors with daily tasks 
• Prepare, process, and follow up on paperwork 
• Answer phones and schedule appointments 
• Handle day-to-day operations and clerical tasks 
• Learn and grow through on-the-job training 
• Complete light filing and various general office duties
• Work closely with advisors to prepare the necessary paperwork
• Review and process paperwork
• Follow up on all transactions for accuracy and completeness
• Place outreach and problem-solving items that require attention
• Build strong relationships with our clients
• Maintain/update CRM

What you’ll bring to the Wealth Management Office Assistant role:

• Excellent personal and communication skills
• Strong attention to detail and organization
• Ability to prioritize tasks
• Self-motivated
• Ability to work in a team environment
• Willingness to take on new tasks
• Proficiency with Microsoft Office Suite
• Professionalism, attendance, punctuality, and accountability are essential functions
• Prior experience in the financial industry is valued

Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with the next steps! For questions or more information about this role, please call our office at (651) 772-9225.

As an equal-opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!

Dahl Consulting is proud to offer a comprehensive benefits package to eligible employees that will allow you to choose the best coverage to meet your family’s needs. For details, please review the DAHL Benefits Summary:

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Job Tags

Hourly pay, Contract work, Work at office, Local area,

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