Top 1465 Facilities assistant Jobs in Excelsior, Mn

Client Services Associate / Financial Advisor Assistant
EFS Advisors - Minnetonka Branch Office —Minnetonka, MN
- $45,000 - $60,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Health insurance
Quick Apply
Executive Assistant to Business Services
Eden Prairie Schools —Eden Prairie, MN
- $79,039 a year
- Full-time
- Customer service
- Word processing
- Mid-level
- Paid holidays
- Disability insurance
9d
Full-time Receptionist-Administrative Assistant
The Goodman Group —Chaska, MN
- $55,000 - $65,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
Quick Apply
Executive Assistant
ROERS COMPANIES —Plymouth, MN
- $70,000 - $921,100 a year
- Full-time
- Pass drug screening
- Mid-level
- Office
- Health savings account
- AD&D insurance
Quick Apply
1d
Athletics/Arts/Activities Office Assistant
Eastern Carver County Schools —Chanhassen, MN
- $25.30 an hour
- Online Application
- High school
- Office
- High school diploma or GED
2d
Executive Assistant
The Employment Network —Saint Louis Park, MN
- $100,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
5d
Operations Admin Assistant
Entegris —Chaska, MN
- $26 - $30 an hour
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- COVID-19 protective measures
- Paid holidays
Executive Assistant, UHG Communications
UnitedHealth Group —Eden Prairie, MN
- $34 - $60 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Inventory management
Executive Assistant
Southwest Transit —Eden Prairie, MN
- $28 - $42 an hour
- Full-time
- Mid-level
- Office
- Driving
- AD&D insurance
- Disability insurance
Executive Assistant - Hybrid in MN
Optum —Eden Prairie, MN
- $34 - $60 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Pass drug screening
Executive Assistant
C.H. Robinson —Eden Prairie, MN
- $30.69 - $48.53 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Paid parental leave
- Health savings account
House Manager & Family Assistant
Sage Haus —Mound, MN
- $30 - $35 an hour
- Part-time
- Background check
- Research
- Mid-level
- Flexible schedule
Quick Apply
Member Service Assistant
Costco Wholesale Corporation —Eden Prairie, MN
- Driving
- US work authorization
- Warehouse
- AD&D insurance
- Employee stock purchase plan
Executive Administrative Assistant / Office Manager
FLEX Vascular —Plymouth, MN
- Full-time
- 7 years
- Office
- Bachelor's degree
Quick Apply
Executive Assistant & Clinical Project Coordinator
Twin Cities Pain Clinic —Edina, MN
- $32 - $37 an hour
- Full-time
- Background check
- Google Workspace
- Research
- Mileage reimbursement
- Health savings account
13d
Assistant Project Manager
CBX Solutions —Edina, MN
- $25 - $30 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Construction site
- Health insurance
- Dental insurance
Quick Apply
Executive Assistant - Hybrid MN
Optum —Eden Prairie, MN
- $34 - $60 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
14d
Executive Administrative Assistant
Jack Link's Protein Snacks —Minneapolis, MN
- $72,000 - $87,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Disability insurance
Quick Apply
Executive Assistant
Northwestern Mutual-Twin Cities —Golden Valley, MN
- $75,000 - $100,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Math
Quick Apply
12d
Executive Assistant
SunOpta —Eden Prairie, MN
- $75,000 - $95,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Paid parental leave
- Paid holidays
Quick Apply
12d

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Client Services Associate / Financial Advisor Assistant

EFS Advisors - Minnetonka Branch Office
Minnetonka, MN

Quick Apply

Job Details

Full-time
$45,000 - $60,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance
Referral program
Retirement plan

Qualifications

Customer communication
Customer service
Filing
Administrative experience
Attention to detail
Organizational skills
Office experience

Full Job Description

EFS Advisors was established in 1989 and is a full-service financial advisory firm with 40+ licensed advisors throughout Minnesota who work with clients to provide financial, investment, and retirement planning advice and services.

EFS Advisors | Full-Time | $45,000 – $60,000

EFS Advisors is seeking a Client Services Associate to support a busy financial advisory practice. This role works closely with the lead advisor to ensure clients receive exceptional service while helping keep daily operations organized and running smoothly.

The ideal candidate is organized, detail-oriented, and enjoys interacting with clients. This position plays an important role in maintaining strong client relationships and serving as a key point of contact within the practice.

For candidates interested in building a long-term career in financial services, this role offers growth opportunities through additional responsibility, professional development, and industry licensing.

Key Responsibilities

Responsibilities include, but are not limited to:

Preparing materials for client meetings and account reviews
Maintaining the advisor’s CRM system
Assisting with onboarding new clients and opening new accounts
Preparing, sending, and processing client paperwork
Following up on account transfers to ensure timely completion
Filing and retrieving digital documents, records, and reports
Regularly contacting and engaging with clients regarding account needs, paperwork, and follow-up items
Serving as a primary point of contact for clients and helping coordinate communication between the advisor and clients
Answering and directing incoming calls as needed
Providing administrative and operational support to help the practice operate efficiently

Qualifications

Two-year college degree or higher preferred
Intermediate proficiency with Microsoft Office (Word, Excel, Outlook)
Previous administrative or office support experience required
Strong attention to detail and organizational skills
Positive attitude, reliability, and strong work ethic
Ability to meet deadlines and manage multiple priorities
Demonstrates independence in managing tasks once direction is provided, with good judgment in knowing when to ask questions
Strong communication and customer service skills

Career Growth Opportunity

This role is designed for someone interested in building a career in the financial services industry.

Individuals in this position will work toward obtaining industry licensing (such as the Series 65 or similar credentials) as part of their professional growth within the practice. As skills, experience, and licensing progress, opportunities may include:

Increased responsibility within the practice
Greater involvement in client service and planning support
Expanded career opportunities and higher compensation

Compensation & Benefits

Salary: $45,000 – $60,000 depending on experience, higher end of range for an individual with partial or completed licensing
Schedule: Typical hours are 8:00 AM – 4:00 PM
Benefits: 401k with match, Medical, Dental, Life Insurance, and paid time off
Flexible work environment that can accommodate family schedules
Support for professional development and licensing

What Makes Someone Successful in This Role

The ideal candidate enjoys organization, problem-solving, and helping clients. This position requires someone who is proactive, detail-oriented, and comfortable communicating regularly with clients.

We are looking for someone who takes pride in their work, enjoys learning new skills, and wants to grow professionally within the financial services industry.

Candidates who are interested in building a long-term career and expanding their knowledge of the financial services profession will find strong opportunities for growth within this role.

Application Instructions

To help us identify candidates who pay close attention to detail, please text the phrase “Client Service Matters” and add then add your name to 612-220-1003.

Additional Information

A background check and fingerprinting are required for all employees in accordance with financial industry regulations.

Job Type: Full-Time
Location: Minnetonka, MN

If you are looking for a role where you can build meaningful client relationships, stay organized, and grow within the financial services profession, we would love to hear from you.

EFS Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Referral program
Retirement plan
Vision insurance

Physical Setting:

Office

Education:

Associate (Preferred)

Experience:

Administrative/Office Support: 1 year (Preferred)

Work Location: In person

Pay: $45,000.00 - $60,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance

Experience:

Customer service: 2 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

facilities assistant jobs in excelsior, mn

Client Services Associate / Financial Advisor Assistant

Executive Assistant to Business Services

Full-time Receptionist-Administrative Assistant

Executive Assistant

Athletics/Arts/Activities Office Assistant

Executive Assistant

Operations Admin Assistant

Executive Assistant, UHG Communications

Executive Assistant

Executive Assistant - Hybrid in MN

Executive Assistant

House Manager & Family Assistant

Member Service Assistant

Executive Administrative Assistant / Office Manager

Executive Assistant & Clinical Project Coordinator

Assistant Project Manager

Executive Assistant - Hybrid MN

Executive Administrative Assistant

Executive Assistant

Executive Assistant

I want to receive the latest job alert for facilities assistant in excelsior, mn

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