Job Description
Summary
This position provides support to Dakota Valley Associates – Jeremy Moe. We’re looking for a service-driven professional to provide administrative support to our financial advisors and clients. This role involves managing client inquiries, supporting daily operations, and ensuring smooth communication across the practice. Responsibilities include providing client service along with advisor support: answering client questions regarding insurance and financial accounts, assist advisors with meeting preparation and assisting with forms and transactions for financial accounts, supporting projects and the administration of various programs, contacting clients for service related matters, and other administrative tasks as assigned.
You’ll play a key role in both client and team support, requiring strong multitasking, attention to detail, and a commitment to exceptional service. This position is employed by Jeremy Moe of Dakota Valley Associates.
This ...
This position provides support to Dakota Valley Associates – Jeremy Moe. We’re looking for a service-driven professional to provide administrative support to our financial advisors and clients. This role involves managing client inquiries, supporting daily operations, and ensuring smooth communication across the practice. Responsibilities include providing client service along with advisor support: answering client questions regarding insurance and financial accounts, assist advisors with meeting preparation and assisting with forms and transactions for financial accounts, supporting projects and the administration of various programs, contacting clients for service related matters, and other administrative tasks as assigned.
You’ll play a key role in both client and team support, requiring strong multitasking, attention to detail, and a commitment to exceptional service. This position is employed by Jeremy Moe of Dakota Valley Associates.
This ...