Overview

FT Advisor Administrative Assistant (Work From Home) Jobs in Anoka, MN at Anderson Advisors


Title: FT Advisor Administrative Assistant (Work From Home)

Company: Anderson Advisors

Location: Anoka, 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

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About Anderson Advisors