Administrative Assistant

ABOUT THE ROLE

Kusske Financial is seeking a polished, personable, and highly organized professional to serve as the face of our office. As Director of First Impressions, you will be the first point of contact for our clients and play a vital role in ensuring a seamless, welcoming experience that reflects the professionalism and integrity Kusske Financial is known for.

This is an outstanding opportunity for an individual who takes pride in delivering exceptional client service, thrives in a dynamic office environment, and is looking to grow within a respected financial advisory firm.

JOB DUTIES

Answer and direct incoming phone calls in a professional and courteous manner

Greet and welcome clients upon arrival, ensuring a positive first impression

Schedule and confirm client appointments, including wholesaler meetings

Prepare and send out contracts and disclosure documents

Scanning, indexing, and filing documents accurately and in a timely manner

Process incoming and outgoing mail, including CSA correspondence and billing

Order and maintain office supplies inventory

Manage and maintain advisor calendars

Utilize and maintain client records within Wealthbox CRM

Complete Broker/Dealer required training as an unregistered representative

Coordinate and send client gifts, flowers, and acknowledgments for events and bereavement

Other duties as assigned

QUALIFICATIONS

Prior experience in a receptionist, front office, or administrative role required; financial services background preferred

Outstanding verbal and written communication skills with a professional, client-first demeanor

Highly organized with strong attention to detail and the ability to manage competing priorities

Proficiency in Microsoft Office Suite (Word, Excel, Outlook); experience with Wealthbox or similar CRM a plus

Demonstrated discretion in handling sensitive and confidential client information

Reliable, punctual, and a collaborative team member

COMPENSATION & POSITION DETAILS

Employment Type: Full-Time

Compensation: $48,000 – $58,000 annually, depending on experience

Opportunity for quarterly bonuses based on performance

Profit sharing opportunity

Schedule: Monday – Thursday: 8:30 AM – 5:00 PM | Friday: 8:30 AM – 4:00 PM

Flexible Summer Hours available

Location: 11980 Portland Ave, Burnsville, MN 55337

HOW TO APPLY

Qualified candidates are encouraged to submit a resume and cover letter to: Sign in to view email