Advertised Positions

Updated 01/06/12

Job # 2267
DT MPLS
Firm seeks FT Office Financial Assistant. Requires a self-motivated, professionally savvy individual to be responsible for client service support for a small office of six professionals.

 

Job responsibilities include: phone and in-person client contact, manage client mailings, prepare client meeting materials, utilize trust system to initiate client transactions, create excel spreadsheets, edit PowerPoint presentations, manage office supplies, process business expense reimbursement, and help plan client events.

Requires excellent organizational and prioritization skills, strong problem-resolution aptitude, attention to detail and accuracy, strong Microsoft Office skills, excellent oral and written communication, strong math skills, Bachelor’s degree, preference for finance /accounting degree, experience in the financial services industry preferred.

$40-50K DOE.

 

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