Financial Assistant (Public) jobs in South Dakota

Successful and growing financial practice with deep ties within the community is looking for someone with strong leadership qualities, who is extremely customer-service focused with strategic planning and critical thinking skills. This individual is expected to drive productivity and financial goals while exercising independent decision making, judgment, and problem solving. The candidate joining this team will be a key member in the firm’s continued expansion and will have the opportunity to grow and advance within the company if desired. If you are a self-motivated person that thrives in a fast-paced environment, we invite you to apply!

Basic Duties:

· Answers office phone and directs callers to appropriate personnel, signs for incoming packages, and greets and assists clients and other visitors

· Updates, maintains, and schedules client and other office meetings

· Maintains physical and digital filing systems, keeping them current for sorting, searching, and reporting of all new and existing business

· Uses word processing, spreadsheet, and presentation software to create and edit letters, reports, and other documents

· Responds to emails and other digital queries and correspondence

· Operates and maintains office equipment, including printers, copiers, and fax machines

· Ensures that deadlines are met and adapts to changing priorities

· Assists other team members with duties as needed, including servicing existing clients, preparing new business documentation, and assisting with client meeting preparation

· Other general administrative duties as assigned

Benefits:

· Up to 3 weeks (120 hours) of paid time off per year, based on tenure

· 9 paid holidays per year

· SIMPLE IRA retirement plan, after 1 year of employment

· Potential for quarterly bonuses based on firm and personal performance

· Potential for bonuses based on new licenses obtained

Requirements:

· Demonstrated ability to multi-task and to meet ongoing, simultaneous deadlines

· High level of organization and attention to detail

· Excellent professional listening, oral, and written communication skills, with the ability to interact with clients, outside vendors, and all levels of personnel

· Ability to ensure compliance of firm’s policies and procedures

· Commitment to maintain client confidentiality

· Dedicated commitment to providing superior customer service with a focus on quality

· Ability to understand financial concepts, recognize/read personal and corporate financial documents, take direction, “brainstorm” with financial professionals, and facilitate interaction with outside resources

· Strong computer skills, including proficiency with Microsoft Office products and willingness to learn proprietary software and systems

· Ability to present a positive and professional image for the organization

Experience:

· We are a small office that currently consists of two agents and three other administrative assistants. Experience working well both independently and as part of a team is expected

· Associate degree or higher preferred

· Licenses: FINRA Series 6, 7, 63, and/or 65 preferred. Insurance Life and Health preferred. Willingness to obtain licenses if not currently held.

· Experience in financial industry a plus

Hours:

· Full Time, 40 hours per week, Monday – Friday, 8:00 a.m. to 5:00 p.m.

Work Location:

· In office: Spearfish, SD

Salary will be commensurate with experience and qualifications. This position is with an independent agent and not New York Life Insurance Company. Tamara Burke, Agent New York Life. Financial Benefits, Inc., is independently owned and operated from New York Life Insurance Company and its affiliates. E/O/E M/F/D/V/SO.

Job Type: Full-time

Pay: From $19.00 per hour

Expected hours: 40 per week

Benefits:

• Paid time off
• Professional development assistance
• Retirement plan

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Spearfish, SD 57783: Relocate before starting work (Required)

Work Location: In person