KLC Financial, LLC - Executive Assistant

Minnetonka, Minnesota
Sep 28, 2023
Oct 30, 2023


This position assists the President/CEO as well as the Leadership Team with daily administrative duties and completes a broad variety of administrative tasks.


  • Performs a variety of administrative tasks that include; completing expense reports; composing and preparing correspondence; itineraries and agendas and compiling documents for meetings; answering or directing inquiries.
  • Prepares the monthly business brief for the Board of Directors meetings.
  • Prepares weekly company sales and leadership meeting documents
  • Project coordinate details. Stakeholder will assign to you and will need to trust you will actively drive to resolution from start to finish.
  • Write correspondence and other communications.
  • Maintain contacts and manage renewal memberships, maintenance etc.
  • Ordering of equipment and supplies
  • Prepares reports for quarterly & annual offsite leadership meetings
  • Aggregates company performance metrics & reports
  • Keeps track of CEO schedule
  • Books meetings & travel for the CEO & leadership team
  • Monitors emails for action items
  • Answers calls for leadership team and when needed the company
  • Keeps track of Company Policies that need to be updated each year for audit purposes and send to appropriate person.
  • Take memos. Maintain files, and organize, photocopy, fax, and collate documents as needed for the CEO and leadership team.
  • Performs additional duties as assigned.


  • High School diploma or equivalent is required.Prior assistant or other business experience
  • Positive attitude, friendly & kind
  • College course work or degree preferred
  • Professional appearance
  • Excellent telephone skills
  • Excellent customer service skills
  • Ability to prioritize and handle multiple tasks
  • MS Office (Word, Excel, Outlook)
  • Ability to operate office equipment (including but not limited to fax, scanner, copier, shredder, 10-key calculator)
  • Ability to interact professionally with clients and co-workers.
  • Good team player

Essential Mental & Physical Requirements

  • Ability to travel if required to perform the essential job functions.
  • Ability to work under stress and meet deadlines.
  • Ability to read and interpret a document if required to perform the essential job functions.
  • Prolonged periods of sitting at a desk and working on a computer may be required.
  • Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division any "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Gulf Coast Bank & Trust Company and its subsidiaries is committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, and any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company.

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