EVEREST FINANCIAL GROUP LLC is hiring: Administrative Assistant in Minneapolis

Benefits:

1. Dental insurance
2. Health insurance
3. Paid time off
4. Competitive Compensation
5. Health Insurance Allowance

Job Summary

Full-Time Administrative Assistant – Financial Advisory Firm

We are looking for a detail-oriented and highly organized Administrative Assistant to support a busy financial advisory office in Golden Valley. This full-time, in-office role (Monday - Friday, 8:30 AM – 5:00 PM) is ideal for someone who thrives in a professional, client-focused environment.

Responsibilities:

1. Write emails, memos, and letters and distribute them appropriately
2. Contribute to company reports
3. Maintain an organized filing system
4. Develop, update, and maintain relevant office procedures
5. Answer and direct incoming calls while providing exceptional client service
6. Schedule and coordinate client meetings and seminars (including using Calendly)
7. Manage daily office workflow and maintain Redtail CRM (training available)
8. Assist with document preparation, data entry, and general administrative tasks
9. Proficiently use Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, OneDrive)

Qualifications:

1. Previous experience as an Administrative Assistant or in a similar position
2. Familiarity with standard office equipment such as printers and fax machines
3. Highly organized with excellent time management skills and the ability to prioritize projects
4. Excellent communication and interpersonal skills
5. Experience in financial services, banking, insurance, or mortgage processing is a plus
6. Tech-savvy and comfortable learning new systems