Administrative Assistant Job at Level Workforce in Mankato

Administrative Assistant Job description
Position Title: Administrative Assistant
Location: Minneapolis, MN
Start date: September 2024
https://daisecurities.com

About Us:
DAI Securities is a dynamic independent Broker-Dealer and Registered Investment Advisor that is committed to supporting financial advisors by providing a diverse range of financial products for comprehensive wealth management. We offer a robust platform featuring alternative investments, advisory solutions, and traditional investment products. Our mission is to empower advisors by delivering a top-tier platform with exceptional customer service, ensuring they can deliver unparalleled support to their clients.

Position Overview:
The Administrative Assistant plays a crucial role in ensuring smooth operations within our team by providing comprehensive support to clients and internal staff. This position involves handling a variety of administrative tasks, maintaining professional communication, and assisting with client service and investment transactions. The ideal candidate will be detail-oriented, organized, and capable of managing multiple responsibilities while maintaining strict confidentiality.

Key Responsibilities:

• May be required to Answer phones and direct calls to the appropriate party
• May be required to Greet clients, offering to situate them comfortably in preparation for meetings with their advisor or client service associate
• Maintain polite and professional communication via phone, e-mail, and mail
• Maintain up-to-date client contact information in CRM program and maintain other business logs
• Prepare clients’ 1031 exchange, real estate, and other investment purchase paperwork
• Coordinate 1031 closings with title, exchange accommodators and investment sponsors
• Monitor transactions and assist as needed to ensure timely investments
• Provide ongoing client service support for real estate and other client investments
• Provide support for investment transactions and client communications, including onboarding of new clients and other relationship-building opportunities
• Aid client service team as needed
• Maintain strict confidentiality of all client and firm business
• Perform other related duties as required

 Qualifications:

• Associates degree or higher preferred, or 5 years of related experience
• Excellent verbal and written communication skills
• Passion for providing an unbelievable client experience
• Professional and courteous demeanor
• Detail oriented and well-organized
• Ability to multi-task
• Strong computer skills, with experience in Office 365 suite
• Adherence to firm’s Privacy Policy, Client Confidentiality, and Code of Ethics, as well as regulatory policies and procedures
• Willingness to attain securities licensing under the sponsorship of employer
• A “can do” attitude and willingness to wear many hats within an office environment
• Extreme Ownership

 

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