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Administrative Assistant III

Wayzata, Minnesota

Job Description:

Position Description

Performs diverse, advanced and confidential administrative support functions including composing, signing and distributing routine but somewhat complex correspondence. Relieves management from administrative details; gathers, compiles and reports information relevant to/for the department; may manage a number of different and often conflicting objectives, projects or activities at one time. Communicates with executives and line management to gather or convey relevant information. Frequently involved in high-level executive contact and has regular exposure to sensitive information--must use considerable tact, diplomacy and judgment. Advanced administrative and analytical skills. Thorough knowledge of a variety of software programs. Self-starter who can handle high-pressure situations with ease, and can effectively balance multiple priorities at once.

Required Skills:

  • Minimum of three+ years professional or relevant internship experience required

  • Strong client service & technical skills (Outlook, MS Word, Excel, and PowerPoint)

  • Strong communication, time management, and organizational skills are required

  • Experience supporting multiple executives at once is desired

Desired Skills:

  • Undergraduate degree or equivalent experience preferred

  • Prior knowledge of financial products, policies & procedures/Human Resources/Recruiting is highly preferred

  • Three+ year(s) of experience supporting a senior level manager within the financial services field (or relevant internship experience)

  • Knowledge of wealth management tools preferred (Salesforce, Wealth Management Workstation, Tableau)

  • Knowledge of recruiting/supporting a Human Resources Manager/Executive

  • Experience booking travel, event planning/coordination, managing multiple calendars, onboarding/HR, purchasing requisitions

  • Other helpful software to understand: Discovery Data, WebEx, SAP/Concur, SharePoint, Workday


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
315 LAKE ST E, MN, Wayzata, 55391