M2 Financial Group ยท 1 month ago
Financial Administrative Assistant
Osseo, MN
Full-time
Onsite
New Grad, Entry LevelM2 Financial Group is a trusted financial partner in Maple Grove, MN, seeking an Administrative Assistant to support their operations. This role involves managing office workflows, scheduling, document preparation, and assisting team members to enhance operational efficiency.
AccountingFinancial ServicesTax Preparation
Responsibilities
Manage daily office operations and ensure a smooth workflow
Assist in scheduling appointments and coordinating meetings for team members
Prepare and organize documents, reports, and presentations
Handle incoming calls and correspondence with professionalism
Maintain filing systems and ensure accurate record-keeping
Support team members with various administrative tasks as needed
Collaborate with team to enhance operational efficiency
Qualification
Required
High school diploma or equivalent
Experience as an administrative assistant or in a similar role
Strong organizational skills and attention to detail
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
Excellent verbal and written communication skills
Ability to multitask and prioritize effectively in a fast-paced environment
Positive attitude and a team-oriented mindset
Familiarity with financial services is a plus
Preferred
Bachelor's degree
Benefits
401(k)
401(k) matching
Opportunity for advancement
Paid time off
Company
M2 Financial Group
M2 Financial Group operates in the financial services.
Founded in 2021
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase