Job Information
Dakota Wealth Administrative Assistant in Billings, Montana
Position Description:The role of the Administrative Assistant is to closely support the team members in the Billings, Montana, office in handling organizational functions. The role requires a full-time, onsite, commitment to operational and administrative, and client-facing support, organization and efficiency. This individual will assist with business development, coordinating with Dakota’s operations team, including the creation of proposals, collateral, events, and mailings. This position reports directly to the senior level team members in the Billings office.Primary Objectives:•Ensure Billings team is supported in the performance of their primary duties as needed•Answering phones and greeting guests to the office•Manage standard office functions (mail, supplies, files, bills)•Assist as needed with presentation materials •Organize centralized support to ensure smoothly running client-facing activitiesMajor Areas of Responsibility:•Assist with proofing, printing, collating and mailing quarterly performance reports•Maintain client data in CRS.•Enter data into spreadsheets as needed •Maintain staff calendar and assist with scheduling, errands, and other duties to facilitate the most efficient use of the team’s time •Assist with planning and coordinating client scheduling arrangements and client events•Assist with client requests including onboarding, account alignment, money movement, and other support tasks•Submit invoices and assist with expense reimbursements, coordinating with home office in Palm Beach Gardens, Florida•Perform daily mail functions, logs checks, maintain gift log and submit for compliance reviewRequired Education, Knowledge, Skills, and Abilities•Associate’s degree•Experience in finance field or similar industry •Adherence to company Code of Ethics, Policies and appropriate business attire standards •Ability to perform basic functions in Microsoft applications including Word, Excel, and Outlook •Polite, professional, friendly demeanor with clients, phone calls and staff•Ability to learn simple tasks with training on new technology •On-time arrival in office and effective time management skills•Excellent organization and follow-up•Attention to detail•Professional and proactive work ethic•Excellent interpersonal, written, and oral communication skills