Overview
FT Advisor Administrative Assistant (Work From Home) Jobs in Minneapolis, MN at Anderson Advisors
Title: FT Advisor Administrative Assistant (Work From Home)
Company: Anderson Advisors
Location: Minneapolis, MN
Anderson Business Advisors is looking for an experienced Advisor Admin for their sales department. This position will work to assist Sales Advisors. Starting pay is $18.00 per hour plus a monthly bonus. Full benefits are provided for employees at no cost.
Job Responsibilities
Provide support to assigned Sales Advisor and their prospective and existing clients
Manage their calendar, confirm client appointments, coordinate Onboarding calls etc
Collaborate with the Advisor to create and send Proposals to clients as well as monitor and follow up on active sales proposals
Create structure Blueprints for clients and update client record
Work with Salesforce CRM system to access and or update client information
Respond to existing client queries in timely, professional manner
Be able to perform other duties as per changing needs, priorities, and Supervisor guidelines
Collaborate with other departments ie; Law coordinators, Tax, Accounting and Bookkeeping Teams to ensure client needs are met
Provide World Class Service to clients as well as fellow Anderson employees
Job Requirements
Minimum High School Diploma with Associates Degree preferred
Minimum of 2 years client service experience
Highly computer literate and a proficiency with Google Suite, Sales
High degree of accuracy and attention to detail; proper phone etiquette, grammar, and spelling a must
Ability to problem solve
Ability to work well in a team and work closely with an Advisor
Ability to prioritize work and complete work in a timely manner with attention to detail and accuracy
Ability to work independently at times without direct supervision
Sales background a plus
