JoinOur Team
Administrative Assistant
Independent Advisor affiliated with Midwest Wealth – Fargo, ND
Full-Time
Overview:
A Fargo-based financial advisor affiliated with Midwest Wealth is seeking a detail-oriented, organized Administrative Assistant to support daily operations. This behind-the-scenes role is ideal for someone who enjoys keeping things running smoothly, has strong administrative skills, and is interested in the financial services field.
Key Responsibilities:
- Organize and maintain client records and paperwork
- Prepare documents for client meetings, including applications and reports
- Assist with account opening and tracking using custodial and CRM systems
- Handle scheduling, confirmations, and follow-up communication
- Support scanning, filing, and digital document management
- Coordinate mailings and client gifts or event materials
- Help keep the advisor’s calendar and task list on track
- Maintain confidentiality and professionalism at all times
- Perform other administrative duties as needed
Qualifications:
- Strong organizational skills and attention to detail
- Excellent written and verbal communication
- Proficient with computers; experience with Microsoft Office preferred
- Self-starter with the ability to work independently
- Financial services experience a plus, but not required
- High school diploma required; associate or bachelor’s degree preferred
To Apply:
Please send your resume and a completed application to Sarah at sarah@mymidwestwealth.com.
Click here to download the Employment Application
Client Services Associate
Midwest Wealth – Fargo, ND
Full-Time
Overview:
Midwest Wealth, an affiliation of independent financial professionals, is seeking a reliable, detail-oriented Client Services Associate for our Fargo office. This client-facing administrative role is ideal for someone looking to enter the financial services industry and grow in a collaborative environment.
Key Responsibilities:
- Welcome clients in person and by phone with professionalism
- Direct client inquiries or route them to the appropriate advisor
- Assist with meeting prep, paperwork, and follow-up communications
- Maintain client data in CRM and custodial systems
- Manage mailings and office supply inventory
- Support daily service tasks across the Midwest Wealth book of business
- Help manage Midwest Wealth social media
- Assist with preparation for financial plans and client meetings
- Assist with follow up from financial plans and client meetings
- Identify and participate in ways to improve processes and the client experience
- Perform other administrative duties as needed
Qualifications:
- Bachelor’s degree preferred (finance or business a plus)
- Strong communication, organizational, and multitasking skills
- Detail-oriented and comfortable with technology
- Professional, service-minded attitude
- Interest in long-term growth in financial services
To Apply:
Please send your resume and a completed application to Sarah at sarah@mymidwestwealth.com.
Click here to download the Employment Application
