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Closed on July 20, 2026.
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Financial Services Administrator
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Job Description
The Financial Services Administrator at LifePlan Financial will provide essential client support to Advisors, handle account paperwork, input and maintain data in portfolio management and CRM systems, and assist with advisor projects, meetings, and compliance. This onsite role is based in Mankato, Minnesota.
Responsibilities
- Monitor daily transaction activity and system alerts
- Reconcile client accounts
- Process and track deposits and withdrawals, verifying accuracy
- Communicate with clients and Advisors to address requests
- Maintain Income Needs tracking spreadsheet
- Notify account managers when money market balances cannot cover withdrawals and trigger necessary trades
- Support the quarterly performance statement process
- Prepare additional reports as requested by Advisors
- Compile gains, losses, and dividends summaries for tax-sensitive clients
- Compile year-to-date realized capital gains/loss totals to identify tax planning opportunities
- Manage forms for existing clients as requested
- File trade orders with confirmations in client files
- Assist the team with preparing client annual reviews
- Support Advisors with ad hoc projects and tasks
- Help maintain software integrations and resolve issues
- Generate and maintain reports for the compliance checklist
- Assist Advisors with updating financial plans and estate plans for clients
Requirements
- Education: Associate degree required
- Minimum experience: 1 year
- Location: Mankato, MN 56001 (onsite)
Benefits
- Life insurance
- Paid time off
- Parental leave
- Retirement plan
Supervisor
Office Manager
Additional Schedule Details
From May through September, the office closes at noon on Fridays. Normal business hours are Monday through Friday, 8:00 am to 4:30 pm.
Compensation
- Competitive hourly wages aligned with similar administrative specialist roles in the Mankato area
- Starting pay set at the 60th percentile of local wages, with increases based on experience and performance
- Quarterly profit-sharing bonus contingent on the company's net income
Evaluation
An annual performance review is conducted around the hiring anniversary, with input from both the Office Manager and an Advisor, and is a verbal discussion among all parties.
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