Financial Administrative Assistant / Receptionist

Job overview

The Financial Administrative Assistant / Receptionist role is onsite in Osseo, MN, with compensation of $40,000–$47,000 per year. M2 Financial Group is a financial services company and describes itself as a trusted financial partner serving clients for more than 30 years. This role supports smooth daily office operations and client interactions by welcoming visitors, coordinating appointments, organizing records and documents, and assisting the team with administrative needs.

What you'll do

• Greet arriving clients
• manage daily office operations
• schedule appointments and coordinate meetings
• prepare and organize documents, reports, and presentations
• handle calls and correspondence
• maintain filing systems and accurate records
• support team administrative tasks
• monitor office supplies
• collaborate to improve operational efficiency.

What we're looking for

Skills & competencies

financial administrative assistant

receptionist

office administration

client greeting

appointment scheduling

document preparation

record keeping

microsoft office

financial services

osseo mn

m2 financial group

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k), 401(k) matching, paid time off, and opportunity for advancement.

Why this role

Benefits include 401(k), matching, paid time off, and advancement opportunities.

About the employer

M2 Financial Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.