Office Administrator

Now Hiring - Office Administrator

Now Hiring

To apply, please send your cover letter and resume to amyflom@landmarkwealth.net.

Position Summary: Office Administrator

Location: Lake Elmo, MN 

Please note, this role is not eligible for remote work.

Description:

Landmark Wealth Management is a leading wealth advisory firm with offices in MN, WI and CA.

The ideal candidate for this role will be a self-starter with exceptional client service skills. In this role, you will perform clerical, reception, and administrative functions, as well as some project-based work for our high-volume offices.

Responsibilities:

• Greeting clients
• Answer inbound telephone calls
• Plan and schedule appointments and events
  
• Client meeting preparation
• Draft correspondences and other formal documents
  
• Develop and implement organized filing systems
• Managing firm mailings
• Workshop preparation and follow up
• Perform all other office tasks
   

Qualifications:

• Previous experience in client-facing role is highly desired
• Previous experience in office administration or other related fields
• Ability to prioritize and multitask
• Excellent written and verbal communication skills
• Strong attention to detail
• Strong organizational skills
• Proficiency with MS Office (Outlook, Word, Excel, PowerPoint) and knowledge of database management software