<p>We are looking for an experienced Claims Data Analyst to support healthcare testing initiatives for a Long-term Contract opportunity based in Minneapolis, Minnesota. In this role, you will contribute to test planning and execution activities with a strong emphasis on claims comparison efforts within a structured enterprise environment. This position is fully remote opportunity.</p><p><br></p><p>Responsibilities:</p><ul><li>Drive the execution and continuous improvement of client implementation testing capabilities, including Claims Compare, End‑to‑End (E2E), and Claims Extract testing, to ensure implementation readiness prior to go‑live</li><li>Execute client and internal testing activities by researching and validating against client source‑of‑truth (SOT) documents, designing, and maintaining test scenarios, and identifying configuration gaps, defects, and implementation risks prior to production go‑live</li><li>Partner cross‑functionally with OptumRx business, operations, and technology teams to plan, coordinate, and support testing activities, enabling timely decision‑making and issue resolution</li><li>Present client test templates, scenarios, and testing approach, and review and walk through testing results with clients and internal stakeholders to support understanding, validation, and resolution of findings</li><li>Develop, maintain, and govern business test artifacts, including test scenarios, SOPs, client test manuals, templates, and playbooks supporting functional and end‑to‑end testing</li><li>Apply and continue to develop strong knowledge of OptumRx systems, applications, and benefit configuration to support accurate test execution, result analysis, and validation of client implementations</li><li>Identify and drive process improvement, standardization, and automation opportunities to increase testing efficiency, scalability, and overall client experience</li></ul><p><br></p>
We are looking for an experienced Desktop Engineering Manager to lead end-user computing and field support operations for a manufacturing organization in Bayport, Minnesota. This position oversees the strategy, delivery, and ongoing performance of desktop technologies across multiple sites, ensuring reliable, secure, and efficient device services for employees. The role combines people leadership with technical direction, with a strong focus on Microsoft-based environments, device lifecycle planning, and cross-functional collaboration.<br><br>Responsibilities:<br>• Direct the desktop engineering and field operations teams in building, deploying, and supporting enterprise Windows device environments across multiple locations.<br>• Guide and develop team members through coaching, performance feedback, and skill-building initiatives that strengthen collaboration and technical capability.<br>• Define and manage the roadmap for end-user hardware and operating systems, including sourcing decisions, vendor engagement, contract oversight, and refresh planning.<br>• Lead device provisioning and endpoint management activities using Microsoft Intune and Microsoft Endpoint Configuration Manager to maintain consistent standards at scale.<br>• Evaluate desktop and laptop platforms to ensure strong performance, compatibility, and reliability within the broader enterprise technology ecosystem.<br>• Partner with infrastructure and cybersecurity teams to implement endpoint controls, compliance requirements, and secure operating practices.<br>• Oversee operational processes for field support, documentation, standard procedures, and asset tracking to improve service quality and accountability.<br>• Manage relationships with external suppliers and service partners, including negotiation, service performance monitoring, and issue resolution.<br>• Communicate with business and IT stakeholders to align desktop services, priorities, and support models with organizational needs.<br>• Provide after-hours leadership support when needed in a 24/7 operational environment, including occasional evening and weekend coverage.
We are looking for an experienced part-time Recruiter to support a mission-driven non-profit organization in Brooklyn Park, Minnesota. This Long-term Contract position will lead end-to-end hiring across a diverse set of roles, partnering closely with managers and team members in a collaborative, hands-on environment. The ideal candidate brings strong recruiting judgment, can move comfortably between strategy and administration, and builds credibility quickly with stakeholders while supporting the organization’s continued growth.<br><br>Responsibilities:<br>• Lead the full recruitment lifecycle for multiple openings at once, from kickoff discussions through offer coordination and onboarding support.<br>• Partner with hiring managers to define role needs, align on candidate profiles, and create effective hiring plans for a range of business functions.<br>• Source and engage talent through channels such as LinkedIn and Indeed to build strong pipelines for active and upcoming positions.<br>• Coordinate and participate in intake meetings and onsite interviews to ensure a well-organized, consistent candidate experience.<br>• Manage recruiting operations and documentation, including applicant tracking updates, interview scheduling, communications, and other administrative tasks tied to each search.<br>• Support hiring for varied roles such as external relations, information technology, copywriting, data analysis, administrative support, and future marketing team positions.<br>• Develop trusted relationships with leaders and team members by communicating clearly, setting expectations, and helping move searches forward efficiently.<br>• Contribute to staffing efforts tied to backfill needs as well as planned team expansion initiatives within the organization.
<p>We are looking for a dedicated Financial Advisor to join our team in the Twin Cities. In this role, you will provide expert investment management and tailored financial planning services to clients, helping them achieve their financial goals. You will collaborate with other detail oriented individuals and continuously develop your skills to stay ahead in the industry.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain strong relationships with clients, ensuring a thorough understanding of their financial needs and objectives.</p><p>• Develop personalized financial plans that encompass income, expenses, insurance coverage, tax strategies, and risk tolerance.</p><p>• Analyze market trends and client portfolios to create effective investment strategies.</p><p>• Work with tax, legal, and insurance experts to create comprehensive financial roadmaps for clients.</p><p>• Conduct regular reviews of client accounts to assess progress and recommend adjustments based on changing circumstances.</p><p>• Prepare detailed financial summaries, income projections, and investment performance reports to support sound decision-making.</p><p>• Ensure compliance with local and national financial regulations by staying informed about relevant legislation.</p><p>• Participate in ongoing detail oriented development through workshops, webinars, and industry resources to enhance expertise in financial planning and investment management.</p><p>• Utilize financial planning software to optimize client portfolio management and reporting.</p>
<p>We are looking for a detail-oriented Credit & Collections Specialist to support account receivables activity in Bloomington area. This position focuses on reducing delinquent balances, evaluating account status, and working directly with customers to secure timely payment. The ideal candidate brings strong judgment, professionalism in sensitive conversations, and the ability to coordinate effectively with internal teams while maintaining compliance standards. Salary up to $75K (DOQ). This is a generous hybrid model of two days in the office. Great benefits and growing organization with opportunities in your career. </p><p><br></p><p>Responsibilities:</p><p>• Manage past-due accounts by contacting customers, securing payment commitments, and arranging practical repayment options when needed.</p><p>• Analyze account aging and payment trends to prioritize collection efforts and identify higher-risk balances.</p><p>• Research disputed charges, billing concerns, and remittance issues to reach accurate and timely resolution.</p><p>• Record all collection actions, customer interactions, and account updates thoroughly to maintain complete account histories.</p><p>• Partner with cross-functional teams such as finance, customer service, and sales to address account issues and improve payment outcomes.</p><p>• Evaluate delinquent accounts for further action and recommend escalation, external recovery, legal review, or write-off when justified.</p><p>• Follow established company procedures and applicable collection laws to ensure compliant and consistent account handling.</p><p>• Compile and share regular updates on receivable status, recovery progress, and notable account activity with stakeholders.</p>
<p>The Opportunity</p><p><strong>Associate Director, Family Office</strong></p><p>Looking for a broad, high-impact role at the intersection of <strong>tax, investments, operations, and entity management</strong>?</p><p>A sophisticated family office is seeking an <strong>Associate Director</strong> to take ownership across tax compliance, investment operations, portfolio reporting, treasury, and process improvement. This is an excellent opportunity for a strong generalist who thrives in a dynamic environment, enjoys solving complex problems, and is eager to play a key role across multiple functions.</p><p><strong>What you’ll do:</strong></p><p>· Lead and coordinate work across legal, banking, insurance, investment, and tax advisors</p><p>· Improve processes, workflows, reporting, and operational infrastructure</p><p>· Support investment operations, subscription documentation, and portfolio reporting</p><p>· Oversee tax processes for individuals, trusts, partnerships, and related entities</p><p>· Assist with treasury activity, cash movements, entity administration, and insurance renewals</p><p><strong>What we’re looking for:</strong></p><p>· 8+ years of relevant experience in public accounting, financial services, family office, or a related environment</p><p>· Strong hands-on tax experience</p><p>· Ability to operate independently with a high level of ownership and follow-through</p><p>· Comfort working across technical, operational, and strategic responsibilities</p><p>· CPA preferred; equivalent experience considered</p><p>If you’re a proactive, detail-oriented professional who enjoys variety, complexity, and continuous improvement, this could be an outstanding next step. Please contact Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply through the link provided. </p><p><br></p>
<p>We are looking for an experienced Senior Accountant to join a banking organization in the Twin Cities. In this role, you will help maintain accurate financial records, support reporting obligations, and contribute to a well-controlled accounting environment. This position is well suited for someone who can manage recurring close activities while also improving processes and partnering across departments. The role requires working on site five days per week.</p><p><br></p><p>Responsibilities:</p><p>• Produce financial statements and related reports that provide leadership, board members, and oversight committees with timely insight into organizational performance.</p><p>• Reconcile general ledger accounts on a monthly, quarterly, and annual basis, investigating discrepancies and resolving outstanding items promptly.</p><p>• Contribute to the month-end and year-end close cycle by recording journal entries, validating balances, and helping ensure all deadlines are met.</p><p>• Partner with employees across the organization to research accounting questions, clarify financial data, and resolve recordkeeping issues.</p><p>• Lead or support accounting projects focused on operational improvement, stronger controls, and more efficient departmental workflows.</p><p>• Act as an accounting representative on cross-functional initiatives, including selected implementation efforts and purchase accounting work related to merger activities.</p><p>• Prepare documentation and supporting analysis for internal audits, external audits, regulatory reviews, and budget planning activities.</p><p>• Follow applicable banking regulations and compliance requirements while supporting additional departmental priorities as needed.</p>
We are looking for a Collections Specialist to join our team on a contract basis. This position focuses on monitoring outstanding receivables, resolving account issues, and maintaining accurate communication records to support timely payment activity. The ideal candidate brings strong communication skills, experience working with billing and invoice processes, and the ability to collaborate effectively with project teams and clients.<br><br>Responsibilities:<br>• Review weekly aging reports to identify overdue balances and prioritize collection efforts.<br>• Investigate payment discrepancies and client concerns, partnering with Project Managers to reach timely resolution.<br>• Maintain clear records of collection activity, including conversations, commitments, and follow-up actions by project or customer account.<br>• Communicate with clients regarding open invoices, outstanding balances, and billing-related questions in a clear and organized manner.<br>• Track receivables status across projects and support consistent follow-up to improve payment performance.<br>• Assist with invoice and billing review to help ensure account details are accurate and up to date.<br>• Use billing systems and spreadsheets to organize account information, monitor progress, and prepare collection updates.
<p>A well-regarded boutique litigation firm in downtown is seeking a <strong>Senior Litigation Paralegal</strong> to join its team and provide hands-on support to partner-level attorneys. This role is geared toward someone with strong civil and/or commercial litigation experience who is comfortable taking a lead role in case management and keeping matters moving from start to finish.</p><p><br></p><p><strong>About the Role</strong></p><p>This position works closely with partners handling a broad range of litigation across industries such as property insurance (residential and commercial), consumer products, medical devices, real estate, and construction. The caseload includes insurance coverage disputes, construction defect claims, product liability matters, contract disputes, and other complex business litigation.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Take an active role in managing cases through all phases of litigation, from initial filing through trial</li><li>Draft and prepare pleadings, discovery requests and responses, subpoenas, and correspondence</li><li>Independently handle state and federal e-filing and ensure compliance with court rules</li><li>Organize and maintain case files, including large document productions and exhibits</li><li>Coordinate and support depositions, expert discovery, hearings, and trial preparation</li><li>Assist attorneys with case strategy by organizing key documents and timelines</li><li>Serve as a point of contact for clients, experts, and outside vendors as needed</li></ul><p><br></p>
<p>Our client is looking for a Controller/Director of Accounting with 10+ years of experience, CPA or CMA required, Bachelors in Accounting, and experience with SAP preferred. If you are interested, please reach out confidentially on LinkedIn @Jennifer Exsted.</p>
<p>We are looking for a Controller to oversee accounting and financial reporting activities for a newly created team. This hybrid role is ideal for a finance specialist who can maintain strong financial controls, deliver accurate reporting, and partner effectively with both internal stakeholders and external service providers. The position will play an important part in supporting operational decisions, strengthening compliance, and improving the efficiency of finance processes. Great opportunity to come in and make an immediate impact! </p><p><br></p><p>This opportunity comes with competitive benefits. If interested or you would like to have a private conversation, please reach out on LinkedIn @ Jordan Docken. </p>
<p>We are looking for an accomplished tax leader to guide tax strategy and oversight across a sophisticated investment platform based in Twin Cities, Minnesota. This role serves as a key advisor on transaction matters, fund structures, and investor considerations while working closely with Finance, Legal, Investments, Client Service, and external specialists. The ideal candidate brings strong technical depth, sound judgment, and the ability to translate complex tax matters into practical guidance for internal teams and clients.</p><p><br></p><p>Responsibilities:</p><p>• Direct tax analysis for investment activity across private equity, private credit, venture capital, and related investment structures, ensuring issues are addressed early in the deal process.</p><p>• Develop tax-efficient approaches for domestic taxable investors, tax-exempt entities, and international investors while balancing business objectives and regulatory considerations.</p><p>• Collaborate with legal partners on the review and negotiation of fund, financing, subscription, and side agreement documentation to address tax implications and protect stakeholder interests.</p><p>• Prepare and maintain clear written support for tax positions, including memoranda, technical analyses, and internal guidance that outline assumptions, conclusions, and risk considerations.</p><p>• Oversee federal, state, and international tax compliance for funds and related entities, including estimates, return review, and distribution planning.</p><p>• Advise investment professionals on the tax impact of acquisitions, restructurings, exits, and other liquidity events to support informed decision-making.</p><p>• Monitor legislative and regulatory developments and communicate relevant changes to clients, leadership, and internal teams in a practical and timely manner.</p><p>• Support tax audits and inquiries by developing response strategies, defending positions taken on filings, and coordinating with federal, state, local, and foreign tax authorities as needed.</p><p>• Provide high-quality client support through ongoing communication regarding taxable income expectations, annual reporting deliverables, and tax matters affecting investment vehicles.</p><p>• Lead the tax function by setting priorities, guiding team and external service providers, and strengthening processes to deliver accurate work in a deadline-driven environment.</p>
<p>We are partnered with a long-standing Minneapolis law firm that is looking to add an experienced Personal Injury Paralegal to its team.</p><p><br></p><p>This is an ideal position for a paralegal with plaintiff-side personal injury experience to join a well-established law firm and support senior attorneys through all phases of litigation.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Manage a caseload of personal injury matters from pre-litigation through trial preparation</li><li>Draft and file pleadings, discovery, and routine correspondence</li><li>Obtain and organize medical records, billing statements, and lien information</li><li>Summarize medical records and assist with preparation of demand packages</li><li>Communicate with clients, medical providers, insurance adjusters, and experts</li><li>Support attorneys with depositions, mediations, and trial preparation</li><li>Monitor deadlines and ensure compliance with court rules and scheduling orders</li><li>Maintain organized and accurate electronic case files</li></ul>
<p>We are seeking a Senior Project Manager to lead high-visibility initiatives within a healthcare payer environment, focused on Medicaid and Special Needs Plan product performance and new benefit implementations. This role will serve as a key liaison across business, operations, and technology teams, driving complex, fast-moving programs in a data-intensive environment.</p><p>Key Responsibilities</p><ul><li>Lead cross-functional initiatives supporting Medicaid and healthcare product performance and implementation efforts</li><li>Serve as the primary point of contact for assigned programs, ensuring alignment across business, operations, and technology stakeholders</li><li>Develop and manage project plans including timelines, resources, dependencies, risks, and key deliverables</li><li>Drive execution of initiatives from planning through delivery, ensuring projects are completed on time and within scope</li><li>Maintain centralized reporting on project status, providing regular updates to stakeholders and senior leadership</li><li>Facilitate project meetings, document outcomes, and ensure follow-ups and action items are completed</li><li>Identify risks and issues proactively and partner with stakeholders to drive resolution</li><li>Support transformation-focused initiatives within a fast-paced, evolving environment</li></ul><p><br></p>
<p>We're looking for a<strong> </strong>Senior Desktop Support Specialist<strong> </strong>who thrives in a hands-on IT environment and enjoys owning day-to-day technology operations. This is a highly visible role supporting end users while partnering closely with our managed service provider (MSP/MSSP) to ensure projects, escalations, and operational initiatives are completed successfully. This is a excellent opportunity for a well-rounded IT professional who enjoys wearing multiple hats, taking ownership of IT operations, and serving as the primary technology resource within the organization. This role will be onsite in St. Paul, MN.</p><p><br></p><p>Responsibilities:</p><p>Provide Tier II/III desktop support for hardware, software, operating systems, Microsoft 365, printers, peripherals, and mobile devices.</p><p>Troubleshoot and resolve complex end-user issues while delivering exceptional customer service.</p><p>Administer Microsoft 365, including:</p><ul><li>User accounts and licensing</li><li>Exchange mailboxes</li><li>Teams</li><li>OneDrive</li><li>Security groups and access management</li></ul><p>Administer SharePoint Online by:</p><ul><li>Managing permissions and security</li><li>Creating and maintaining sites and pages</li><li>Organizing content and supporting collaboration</li></ul><p>Manage endpoints within a cloud-first Microsoft Azure/Intune environment.</p><p>Image, configure, deploy, and refresh laptops and end-user equipment.</p><p>Oversee hardware inventory, asset management, procurement, and equipment lifecycle.</p><p>Maintain IT documentation, standard operating procedures, and knowledge articles.</p><p>Coordinate with the organization's MSP/MSSP to ensure incidents, requests, and projects move forward on schedule.</p><p>Track open issues, follow up with vendors, and help drive projects to completion.</p><p>Identify opportunities to improve IT processes and user experience.</p>
<p>We are seeking an experienced Executive Assistant to provide high-level support to C-suite executives for an organization based in Bloomington, Minnesota. This contract-to-permanent opportunity is ideal for an experienced EA who thrives in a fast-paced environment, exercises sound judgment, and excels at managing competing priorities with discretion and precision.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>Provide comprehensive calendar management for C-suite executives, including scheduling complex meetings and resolving conflicts</p><p>Coordinate domestic and international travel arrangements, itineraries, and expense reporting</p><p>Prepare, edit, and format executive-level correspondence, presentations, and reports</p><p>Act as a trusted liaison between executives and internal/external stakeholders</p><p>Support board meetings and executive meetings, including agenda preparation and meeting logistics</p><p>Maintain strict confidentiality when handling sensitive information and communications</p><p>Anticipate executive needs and proactively manage priorities and deadlines</p><p>Track action items, follow up on deliverables, and support strategic initiatives</p><p>Provide administrative support to additional leadership as needed</p>
<p>We are looking for an experienced Family Office Accounting Manager to lead and oversee the financial administration team in Twin Cities, Minnesota. This role focuses on managing workflows, ensuring timely and accurate client deliverables, and optimizing accounting systems for efficiency and accuracy. The ideal candidate has strong attention to detail, tech savvy, leadership capabilities, and a commitment to delivering exceptional client service.</p><p><br></p><p>Responsibilities:</p><p>• Supervise daily operations of the financial administration team to ensure high-quality deliverables are completed on time.</p><p>• Coordinate workload planning and prioritization across team members and client assignments.</p><p>• Maintain oversight of recurring client tasks such as reconciliations, financial statements, and cash flow reporting.</p><p>• Drive process improvement initiatives to enhance efficiency, quality control, and consistency.</p><p>• Implement and optimize accounting software to improve workflows, data accuracy, and automation.</p><p>• Manage a portfolio of clients by providing comprehensive financial administration support, including transaction recording, reconciliations, and monthly reporting.</p><p>• Prepare and review cash flow reports, financial statements, and budgets for clients and related entities.</p><p>• Conduct ad hoc analyses for investment needs, real estate transactions, charitable contributions, and personal finances.</p><p>• Review team outputs for accuracy and adherence to established procedures, ensuring quality control.</p><p>• Collaborate with cross-functional teams and external professionals, such as tax accountants, attorneys, and investment managers, to meet client objectives.</p><p><br></p><p>If you are intersted in joining this firm please contact Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply through the link provided. </p>
<p>Our client is seeking a Litigation Associate with 2+ years of experience to join a dynamic and collaborative legal team. This role offers the opportunity to work on a variety of complex litigation matters while gaining hands-on experience across all phases of the litigation process.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage and support a caseload of litigation matters from inception through resolution</li><li>Conduct legal research and draft pleadings, motions, briefs, and other court filings</li><li>Participate in discovery, including drafting and responding to written discovery, document review, and depositions</li><li>Assist with case strategy, fact investigation, and trial preparation</li><li>Attend hearings, mediations, and court appearances (as appropriate based on experience)</li><li>Collaborate with partners, clients, and opposing counsel to advance case objectives</li><li>Maintain strong client communication and provide timely updates on case progress</li></ul><p><br></p>
We are looking for an experienced Senior Project Manager - Readiness to lead enterprise-wide initiatives that help the organization prepare for major business priorities, operational changes, and regulatory commitments. This Long-term Contract position is based in Minnetonka, Minnesota, and is ideal for someone who excels at coordinating cross-functional work, driving organizational readiness, and keeping complex programs on track. The role partners closely with business, product, and technology leaders to align plans, address readiness gaps, and support successful execution across departments. Candidates should also be open to potential long-term conversion and, if hired permanently, must be eligible to work in the U.S.<br><br>Responsibilities:<br>• Lead complex, cross-functional projects with a focus on preparing teams, processes, and stakeholders for successful business execution.<br>• Build and maintain integrated project plans that outline milestones, critical dependencies, resource needs, and readiness activities across business and technology groups.<br>• Work with business leaders, product partners, and technical teams to clarify objectives, coordinate deliverables, and keep efforts aligned across multiple departments.<br>• Track progress against timelines, budgets, and quality expectations, and provide clear updates to stakeholders and leadership teams.<br>• Identify operational, procedural, and organizational gaps that could affect implementation readiness, then drive mitigation plans to address them.<br>• Facilitate issue resolution by escalating blockers, guiding decision-making, and helping teams stay accountable for agreed outcomes.<br>• Coordinate readiness-related activities such as communications, process updates, training planning, and operational preparedness to support smooth implementation.<br>• Oversee project financials by monitoring expenditures and ensuring spending remains consistent with approved plans.<br>• Prepare concise reporting materials for program leadership, steering groups, and executive stakeholders to support visibility and informed decisions.
<p>Our client is looking for a skilled Medicaid Attorney to provide expert guidance on Medicaid eligibility, long-term care planning, and asset protection while ensuring full compliance with federal and state regulations. This role involves preparing and reviewing Medicaid applications, analyzing financial records, and drafting legal documents to support clients in navigating complex legal requirements. The position is based in St. Paul, Minnesota, and offers the opportunity to make a meaningful impact in the field of elder law and estate planning.</p><p><br></p><p>Responsibilities:</p><p>• Advise clients on Medicaid eligibility, long-term care planning, and asset protection strategies tailored to their needs.</p><p>• Prepare, review, and submit Medicaid applications and related documentation with accuracy and attention to detail.</p><p>• Conduct thorough financial analysis and legal research to support client cases.</p><p>• Draft legal documents, including trusts and other estate planning instruments, to facilitate asset transfers and compliance.</p><p>• Stay updated on Medicaid regulations and ensure all strategies align with current laws and policies.</p><p>• Communicate and coordinate with government agencies to resolve application issues and ensure smooth case management.</p><p>• Collaborate with team members to develop comprehensive solutions for complex legal scenarios.</p><p>• Maintain detailed and organized case records to track progress and ensure accuracy.</p><p>• Provide clear and empathetic guidance to clients throughout the Medicaid planning process.</p>
<p>We are looking for an experienced Senior Accounting Manager to join a leading investment management organization in Minneapolis, Minnesota. This role will guide complex investment accounting activities, strengthen financial reporting quality, and partner closely with finance and business stakeholders across the enterprise. The ideal candidate brings strong accounting knowledge, leadership capability, and a proactive approach to improving controls, processes, and reporting outcomes.</p><p><br></p><p>Responsibilities:</p><p>• Serve as a primary accounting resource for internal finance partners, offering guidance on investment-related accounting matters and helping address technically complex issues.</p><p>• Oversee team output by reviewing accounting work, resolving exceptions, and ensuring accurate treatment of investment transactions and related reporting activities.</p><p>• Authorize journal entries, reconciliation activities, and manual accounting procedures while maintaining reliable data flow from operational and financial systems into the general ledger.</p><p>• Investigate reporting fluctuations, prepare clear variance explanations for leadership, and collaborate with Treasury, Tax, and External Reporting on transactions with broader financial implications.</p><p>• Maintain a disciplined control environment that supports accurate monthly, quarterly, and annual close results, including review of investment-related disclosures in periodic and regulatory filings.</p><p>• Partner with external auditors to support audit requests, walkthroughs, and control testing, ensuring timely completion of required procedures.</p><p>• Drive operational enhancements that improve efficiency, reinforce controls, and reduce financial risk across accounting processes.</p><p>• Lead, coach, and develop team members while providing direction across cross-functional efforts and encouraging strong collaboration with key business partners.</p><p>• Support the design and refinement of end-to-end accounting process flows and controls related to compensation, benefit plans, and associated systems where relevant to financial reporting.</p><p>• Contribute accounting expertise to strategic business initiatives that affect investment accounting processes, reporting structures, or control design.</p>
<p>We are looking for a Client Services Associate to join our team in Twin Cities. In this role, you will provide essential support to financial advisors by managing administrative and operational tasks while maintaining strong client relationships. This position involves frequent client interaction and collaboration with custodians, third-party software providers, and other business partners to ensure smooth operations.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain effective relationships with clients to facilitate smooth account management.</p><p>• Manage new account documentation, oversee account opening processes, and ensure timely follow-up for completion.</p><p>• Handle various client service tasks, including account transfers, asset movements, and responding to service requests.</p><p>• Stay updated on custodial operations, procedures, and industry standards.</p><p>• Coordinate onboarding activities for new clients to ensure a seamless transition.</p><p>• Schedule and prepare advisors for meetings with clients and prospects.</p><p>• Address client inquiries, resolve service issues, and escalate concerns when needed.</p><p>• Prepare and distribute performance reports to clients in a timely manner.</p><p>• Utilize the firm's CRM system to document interactions, manage workflows, and maintain accurate client records.</p><p><br></p>
We are in search of an Audit Manager - Public for our Saint Paul, Minnesota location. As an Audit Manager - Public, you will be tasked with managing various client assignments and projects, including the successful completion of assignment tasks and project components. This role is within the public accounting industry and requires an individual with strong skills in Audit Engagements, Auditing, Audit Plans, Budget Processes, and Supervisory management.<br><br>Responsibilities:<br><br>• Manage and oversee various client engagements simultaneously, ensuring the success of each project<br>• Apply GAAP to accounting issues, interpreting, and researching with minimal supervision<br>• Apply GAAS to auditing issues, interpreting, and researching with minimal supervision<br>• Assess risk and design planning, audit procedures, and supervise all phases of audit engagements<br>• Utilize the Audit Methodology employed by the firm<br>• Maintain active communication with clients to manage expectations and ensure satisfaction<br>• Review team members’ work for accuracy and compliance with professional standards, providing supervision as necessary<br>• Develop, train, manage, and mentor team members on projects and assess performance for engagements<br>• Work with partners on business development and proposals<br>• Build and nurture strong working relationships with client management
<p>A well-established, global professional services organization is seeking a Senior Executive Assistant to support top leadership in its Minneapolis office. This is a highly visible, newly created role designed to provide elevated, strategic support to senior executives.</p><p><br></p><p>This position is ideal for a poised, proactive Executive Assistant who thrives in a fast-paced environment and has experience supporting C-level leadership.</p><p><br></p><p>Position Overview</p><p>This role sits at the center of leadership operations, partnering closely with senior executives to manage priorities, communications, and high-level initiatives. You will play a key role in keeping leadership organized, prepared, and focused on firm-wide goals.</p><p><br></p><p>Key Responsibilities</p><ul><li>Manage complex, high-volume calendars; prioritize competing demands and safeguard executive time</li><li>Coordinate leadership and client meetings, including agendas, materials, and follow-up actions</li><li>Draft and edit executive communications, presentations, and briefing materials</li><li>Serve as a primary point of contact for internal and external stakeholders</li><li>Arrange domestic and international travel, including detailed itineraries and real-time adjustments</li><li>Track initiatives, deadlines, and deliverables; provide clear status updates</li><li>Manage expenses, records, and confidential information with discretion</li><li>Anticipate needs and proactively support day-to-day executive operations</li><li>Partner cross-functionally to improve processes and ensure seamless support</li></ul>
<p>We are partnering with a long-standing, highly respected law firm in the Twin Cities metro to identify an experienced Estate Planning Attorney to join their growing practice. This firm has built a strong reputation for providing sophisticated, client-focused legal services and maintaining deep relationships within the community.</p><p><br></p><p><strong>Position Overview</strong></p><p> The ideal candidate will have a minimum of 5+ years of experience and a strong background in estate planning, trust administration, and probate matters. This attorney will work closely with high-net-worth individuals and families, providing strategic guidance on complex estate and wealth transfer planning.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Draft and implement comprehensive estate plans, including wills, revocable and irrevocable trusts, and advanced planning strategies</li><li>Advise clients on tax-efficient wealth transfer, business succession planning, and asset protection</li><li>Manage trust and estate administration matters from start to finish</li><li>Handle probate proceedings and related court filings</li><li>Build and maintain strong client relationships, particularly with high-net-worth individuals and families</li><li>Collaborate with financial advisors, accountants, and other professionals to deliver integrated solutions</li></ul>