Administrative Professional
Full-Time, In-Office | North Oaks Financial Group | North Oaks, MN
North Oaks Financial Group is seeking a friendly, organized, and resourceful Administrative Professional to join our growing team. This full-time role is central to keeping our practice running smoothly — supporting administrative operations, ensuring an excellent client experience, and maintaining a welcoming office environment.
This position is perfect for someone who is detail-oriented, enjoys following processes, and thrives in roles that require initiative and ownership of their responsibilities.
Responsibilities
- Prepare agendas and materials, and complete follow-up for client meetings.
- Provide hospitality and client service in-person, by phone, and via email.
- Manage onboarding for new clients, including agreements, invoices, and account setup.
- Process life insurance and annuity applications, tracking progress and providing follow up through their completion.
- Monitor and uphold our client service standards and processes.
- Regularly use of Microsoft Excel, our CRM, and other business tools.
- Maintain office supplies, organization, and cleanliness.
- Troubleshoot issues with office equipment (printer, scanner, postage machine, etc.).
- Handle outgoing mail and deliveries.
Qualifications
- Strong organizational skills with exceptional attention to detail.
- Ability to prioritize and maintain accuracy within a fast-paced environment.
- Clear and professional communication skills (written and verbal).
- Proficiency with Microsoft Office (Word, Excel, Teams, OneNote) and CRMs.
- A client-first mindset with excellent interpersonal skills.
- Commitment to learning and professional growth.
- Comfort with adopting new technology and systems.
- Compliance with Federal Securities laws and NOFG policies and procedures.
Experience
- 2+ years in a professional office environment with administrative and client/customer service responsibilities.
Licensure
- Life, Accident & Health Insurance Producer License (must be obtained before starting - costs and hourly rate paid by NOFG)
- FINRA SIE and Series 6 securities registrations (may be asked to obtain eventually)
Schedule
This is a full-time, in-office role.
- Monday–Thursday: 8:00 AM – 5:00 PM
- Friday: 8:00 AM – 3:00 PM
Compensation & Benefits
- $50,000–$54,000 annual salary (based on experience).
- Long-term career opportunity with a high-performing and values-driven team.
- 401(k) with 3% employer contribution (eligible after 12 months).
- Paid time off plus holidays.
- Continuing education reimbursement.
- Complimentary investment management and financial planning services.
- Health insurance is negotiable as part of total compensation.
About Us
North Oaks Financial Group is an independent financial advising firm within the Thrivent Advisor Network. We help our clients align their values and finances by providing advice that leads them to think beyond their money.
We believe in having the right people in the right seats, and as a team we are rooted in our values of integrity, professionalism, relationships, communication, and team alignment.
Hiring Process
- We will be accepting applications until the position is filled.
- Target start date is June 8th (or earlier).
- The on-boarding process will include a background check and fingerprinting.
Think you'd be a good fit for this role? We would love to meet you and explore the possibility of having you join our team!
Job Type: Full-time
Pay: $50,000.00 - $54,000.00 per year
Benefits:
- 401(k)
- Paid time off
- Retirement plan
Experience:
- client/customer service: 1 year (Preferred)
- administrative support: 1 year (Preferred)
- office management: 1 year (Preferred)
- professional office: 1 year (Preferred)
Work Location: In person
