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If you are interested in learning more about affiliating with Midwest Wealth as a financial advisor or staff member, please contact Sarah at sarah@mymidwestwealth.com or 701-732-9150. We look forward to connecting with you!

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