Administrative Assistant

At Fieldstone Financial, we believe in empowering people to secure their financial future and avoid the pitfalls of poor planning. Our mission is rooted in personal experience, driving us to help others achieve financial stability and peace of mind.

As our new Administrative Assistant, you'll play a crucial role in turning our clients' financial aspirations into reality. Your attention to detail and organizational skills will be the backbone of our client-focused approach, ensuring that every step of their financial journey is smooth and well-executed.

Job Description: Administrative Assistant

**Key Responsibilities:**

- Serve as the first point of contact for clients, answering calls and setting appointments with warmth and professionalism

- Manage and optimize our CRM system to enhance client relationships and streamline operations

- Complete and process paperwork, primarily through electronic means, with meticulous attention to detail

- Facilitate asset transfers to appropriate companies, ensuring accuracy and timeliness

- Troubleshoot problems and find innovative solutions to improve our service delivery

- Implement and maintain efficient systems to support our financial advising and insurance services

**Qualifications:**

- Strong multitasking abilities and exceptional organizational skills

- Proficiency in various computer programs and willingness to learn new technologies

- Detail-oriented approach with a commitment to accuracy

- Excellent communication skills, both written and verbal

- Ability to handle confidential information with discretion and integrity

- Experience in marketing and social media management is a plus

- Familiarity with AI programs is beneficial

**Education and Experience:**

- Post-secondary training preferred; college degree is a plus but not required

- Prior experience in administrative roles is valued, but we're willing to train the right candidate

- Insurance licensing (Property & Casualty or Life/Accident/Health) is preferred but not mandatory

**Work Environment:**

- Full-time position with flexible hours

- Collaborative team atmosphere focused on client success

- Opportunity to grow and develop within the financial services industry

**Compensation and Benefits:**

- Competitive salary range of $17-$25 per hour, based on experience and qualifications

- Potential for bonuses

- Retirement plan with matching contribution

At Fieldstone Financial, you'll be a key player in helping our clients achieve their financial goals and secure their future. Join us in our mission to make a positive impact on people's lives through sound financial planning and comprehensive insurance services.

Job Type: Full-time

Pay: $17.88 - $30.00 per hour

Benefits:

• Flexible schedule
• Paid time off
• Retirement plan

Experience:

• Customer service: 1 year (Preferred)

License/Certification:

• Securities or Insurance license (Preferred)

Ability to Commute:

• Bemidji, MN 56601 (Required)

Ability to Relocate:

• Bemidji, MN 56601: Relocate before starting work (Required)

Work Location: In person