<p>We are seeking a highly organized and proactive Office Manager to join our growing organization. In this position, you will be responsible for overseeing the daily operations of our office, managing administrative tasks, and ensuring a productive and professional work environment. The Office Manager will play a vital role in supporting staff and executives while ensuring the office runs efficiently and smoothly.</p><p> </p><p><strong>Responsibilities:</strong></p><ol><li>Oversee and manage general office operations, including supply inventory, equipment maintenance, and vendor relationships.</li><li>Provide ongoing support to staff and executives, including scheduling, meeting coordination, and operational tasks.</li><li>Supervise and maintain office procedures, ensuring compliance with company standards.</li><li>Greet and assist visitors, vendors, and clients with a warm and professional demeanor.</li><li>Handle inbound and outbound mail, including courier services and document management.</li><li>Organize and manage office events, meetings, conference calls, and team-building activities.</li><li>Prepare, edit, and manage reports, documents, and spreadsheets.</li><li>Ensure the office environment remains organized, clean, and conducive to productivity.</li><li>Oversee the administrative team, align schedules to ensure front desk is always covered, helping with miscellaneous administrative tasks, and ordering office supplies. </li><li>Support all communications, ensuring social media consultants are proactive in their workload. </li><li>Communicating with property and insurance brokers. Retain Vendor relations. </li></ol><p><br></p>
<p>Robert Half is partnering with a company to bring an Office Manager/Bookkeeper onto their team. This position will report to the business manager and responsible for the day-to-day operations of the office: billing, cash application, purchasing, shipment follow up, and other tasks as needed. This contract position is estimated to be a 4-6 month opportunity located in Shoreview, Minnesota.</p><p> </p><p>Responsibilities:</p><p>- Accounts Receivable: apply cash receipt, process daily invoices/credit, help with collection of past due balance</p><p>- Accounts Payable: invoice matching & filing, vendor invoices and disbursement filing</p><p>- Reaching out to Carriers on logistics of shipments</p><p>- Create purchase orders & track/order office supplies</p><p>- Preparing monthly journal entries</p><p>- Investigating and correcting account discrepancies</p><p>- Making sure that accounts contained in the general ledger are correct</p><p>- Additional ad-hoc projects as necessary</p><p> </p><p>*Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment.</p><p> </p><p>Please submit your resume and call 651-293-3973 for review and consideration. </p>
We are looking for a detail-oriented and organized Bookkeeper/Office Manager to join our team in New Hope, Minnesota. In this role, you will manage financial operations, support accounting tasks, and contribute to business performance analysis through advanced reporting. This position requires a strong background in bookkeeping and proficiency in QuickBooks and Excel.<br><br>Responsibilities:<br>• Utilize QuickBooks and Excel to maintain accurate financial records and perform detailed reporting.<br>• Create and deliver ad hoc reports to monitor and evaluate business performance.<br>• Develop and improve business intelligence reports to support strategic decision-making.<br>• Present financial data and analysis to leadership for informed decision-making.<br>• Conduct data entry, build spreadsheets, and develop presentations to analyze operational performance.<br>• Perform cost accounting tasks and assist the bookkeeper with various accounting activities.<br>• Support accounts payable and accounts receivable processes, ensuring timely and accurate transactions.<br>• Reconcile bank accounts and oversee financial documentation to maintain accuracy.<br>• Assist with month-end and year-end closing procedures by preparing necessary reports and documentation.
Small but growing Minneapolis law practice is seeking an Office Manager/Firm Administrator to join their firm for a full-time position. This role will be responsible for daily business operations around office administration, accounting/finance, human resources and overall office support. An ideal candidate will have 2+ years of prior legal office management experience and an interest in working in legal services. <br><br>This role will offer the ability to work hybrid up to 3 days per week but will require onsite work for various work responsibilities. Compensation for this role will range from $70-95k depending on candidate qualifications and experience. For prompt consideration, please apply with your most current resume.
We are looking for an experienced Senior Business Operations Coordinator to join our team in Eden Prairie, Minnesota. In this role, you will play a critical part in overseeing and optimizing business processes while ensuring operational efficiency. This is a long-term contract position within the health insurance industry, offering an excellent opportunity to contribute to impactful projects and collaborate with a dynamic team.<br><br>Responsibilities:<br>• Coordinate day-to-day business operations to ensure smooth and efficient workflows.<br>• Manage hiring processes and liaise with offshore teams to meet staffing requirements.<br>• Oversee tasks related to TRICARE and NIS processes, ensuring compliance and accuracy.<br>• Collaborate with cross-functional teams to streamline operations and improve overall efficiency.<br>• Monitor and analyze operational metrics to identify areas for improvement and implement solutions.<br>• Support the development and execution of business strategies to achieve organizational goals.<br>• Ensure proper documentation and reporting for all operational activities.<br>• Facilitate effective communication between departments to align objectives and resolve issues.<br>• Train and mentor team members to enhance their skills and knowledge.<br>• Contribute to special projects and initiatives as needed.
We are looking for a detail-oriented Bookkeeper to support our business operations in Rosemount, Minnesota. In this role, you will manage financial records, oversee payroll processing, and ensure compliance with accounting standards. Your expertise will contribute to maintaining efficient administrative processes and accurate reporting.<br><br>Responsibilities:<br>• Prepare and analyze financial reports to support business decisions.<br>• Manage accounts receivable by tracking payments and ensuring timely collections.<br>• Process payroll accurately and punctually for all employees.<br>• Maintain and reconcile the general ledger to ensure proper accounting of transactions.<br>• Oversee accounts payable and ensure timely payment of invoices.<br>• Conduct regular bank reconciliations to maintain accurate financial records.<br>• Ensure compliance with accounting principles and regulatory requirements.<br>• Collaborate with team members to streamline administrative processes and improve efficiency.
<p>Robert Half is searching for a self-motivated traveling Office Assistant who is eager to start their career within the professional office setting! Our client based in the Twin Cities has a long-term contract opening for an Office Assistant to start immediately. The Office Assistant will play an important part in assuring the company's daily operations run smoothly. If you have strong attention to detail skills and have the ability to multitask we would love to hear from you! Day-to-day job responsibilities:</p><ul><li>Maintain company files and records</li><li>Assist with office management and organization processes</li><li>Prepare, sort, and mail documents </li><li>Track inventory of office supplies</li><li>Scan and file paperwork</li><li>Help with printing projects </li><li>Cover the front desk operations </li></ul>
<p>We are looking for a dedicated and detail-oriented Middle Office Analyst/Manager to join our dynamic team in Minneapolis, Minnesota. In this role, you will play a pivotal role in transaction management within the financial services industry, primarily focusing on real estate debt transactions. The ideal candidate will thrive in a fast-paced environment, balancing multiple priorities while demonstrating exceptional organizational and problem-solving skills.</p><p> </p><p>Responsibilities:</p><p>• Oversee the due diligence and loan acquisition processes by coordinating with vendors and external parties.</p><p>• Ensure seamless execution of transactions independently while adhering to high standards of organization and accuracy.</p><p>• Manage all aspects of transaction logistics, including vendor timelines, risk assessments, and counterparty communication.</p><p>• Collaborate with internal finance teams to address liquidity requirements for loan closings.</p><p>• Supervise third-party loan valuation processes associated with acquisitions.</p><p>• Facilitate the post-closing process to ensure accurate onboarding of loans into the internal database.</p><p>• Partner with internal teams and affiliates to review and approve draw requests and capital calls.</p><p>• Provide support leadership on various initiatives and ad hoc projects as needed.</p>
<p>Robert Half's Legal Practice is looking for a skilled Legal Assistant to join a high performing Corporate Practice at a top law firm in Edina, Minnesota. In this role, you will provide comprehensive administrative and legal support to Corporate Attorneys and Corporate deals. The ideal candidate will have a strong background in corporate law, exceptional organizational skills, and a proactive approach to problem-solving.</p><p><br></p><p>Responsibilities:</p><p>• Draft and prepare legal documents and correspondence with accuracy and attention to detail.</p><p>• Organize and maintain multiple calendars and schedules to ensure efficient time management.</p><p>• Coordinate and prepare materials required for legal team meetings and client interactions.</p><p>• Review, sort, and distribute both electronic and physical mail to appropriate recipients.</p><p>• Manage and maintain legal files, both in hard copy and within the firm’s document management system.</p><p>• Perform general administrative tasks, including copying, scanning, and processing timesheets and expense reports.</p><p>• Assist with entity formation tasks and related legal documentation as needed.</p>
<p><strong>Overview:</strong></p><p>We are seeking a skilled contract Administrative Assistant to support our client’s office operations in Bloomington, MN. This position will play a key role in ensuring the smooth functioning of daily business activities, acting as the main point of contact for internal and external stakeholders, and providing essential administrative support to a dynamic and fast-paced team.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage front desk operations, including greeting visitors, answering phones, and handling mail distribution.</li><li>Coordinate and schedule meetings, appointments, and conference rooms.</li><li>Prepare correspondence, reports, presentations, and other documents as needed.</li><li>Maintain and organize electronic and paper filing systems.</li><li>Assist with travel arrangements, expense reports, and calendar management for executives and team members.</li><li>Order office supplies, track inventory, and coordinate service requests.</li><li>Support special projects and provide additional administrative tasks as assigned.</li></ul><p><br></p>
<p>We are looking for an experienced and driven Human Resources (HR) Manager to join our team in the western suburbs. In this role, you will play a critical part in managing HR operations, ensuring compliance with policies, and supporting employee success within a dynamic environment. This position provides an excellent opportunity to contribute to organizational growth and foster a positive workplace culture. Salary up to $90K. If you are interested, please reach out to Steve Cashman on LinkedIn or call Steve at 612.446.5690.</p><p><br></p><p>Responsibilities:</p><p>• Lead and oversee performance management processes, supporting supervisors with coaching and implementing improvement plans to enhance employee contributions.</p><p>• Coordinate recruitment efforts, conduct interviews, and manage onboarding to ensure a seamless integration of new hires into the organization.</p><p>• Ensure compliance with company policies, employment laws, and safety standards by conducting investigations and recommending appropriate actions.</p><p>• Monitor attendance, manage leave requests, and maintain accurate records to meet legal and organizational requirements.</p><p>• Identify and organize employee training sessions and development programs to strengthen workforce skills and engagement.</p><p>• Prepare detailed HR reports, including metrics on headcount, turnover, and employee relations, to support decision-making by leadership.</p><p>• Promote employee engagement initiatives to create a culture of teamwork, respect, and continuous improvement.</p><p>• Assist with workplace safety investigations, including incidents and violations, and ensure proper documentation and follow-up.</p><p>• Serve as the primary communicator of HR policies and updates, providing employees with guidance on benefits, payroll, and workplace practices.</p>
<p>We are looking for a dynamic Compliance Manager to support our Twin Cities based client on a contract basis. In this role, you will play a critical part in supporting the compliance department by conducting and managing investigations, often with financial or employee relations components. This position offers the opportunity to contribute to meaningful work within the non-profit sector.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough investigations, including interviewing relevant parties.</p><p>• Document findings, analyze data, and present well-informed recommendations to support compliance efforts.</p><p>• Collaborate with Human Resources on investigations involving employee relations matters.</p><p>• Identify and assess risks related to compliance and recommend appropriate actions.</p><p>• Maintain clear and accurate records of all compliance activities and investigations.</p><p>• Communicate effectively with stakeholders to ensure transparency and alignment on compliance issues.</p><p>• Stay informed about evolving compliance regulations and best practices to guide organizational policies.</p>
<p><strong>Tax Manager – Greater Minneapolis-St Paul area</strong></p><p>Our client, an impressive asset management firm is seeking a Tax Manager to join a collaborative tax team This firm works with a wide range of clients, including family-owned businesses, trusts, and investment entities. This role offers the chance to work with experienced tax professionals in a stable, rewarding environment, with competitive compensation and a comprehensive benefits package.</p><p><strong>Responsibilities:</strong></p><p>· Manage tax compliance workflows for diverse client portfolios</p><p>· Serve as primary point of contact for assigned clients, ensuring outstanding service and communication</p><p>· Mentor, train, and review the work of junior tax staff</p><p>· Oversee the preparation and review of federal, state, and local tax workpapers and returns</p><p>· Lead complex tax planning projects and research technical tax issues</p><p>· Prepare clear and concise research memoranda and provide guidance to clients</p><p>· Collaborate regularly with senior management and other stakeholders</p><p><strong>Ready to take the next step?</strong></p><p><strong>Connect with Douglas Rickart on LinkedIn, call 612-249-0330, or apply using the provided link.</strong></p><p><br></p>
Job Title: Accounts Payable Processor<br>Department: Corporate Finance<br>Reports To: AP Manager<br>FLSA Status: Non-Exempt<br>Date: [Insert Date]<br>________________________________________<br>Position Summary:<br>The Accounts Payable Processor is responsible for performing daily AP operations with a focus on accuracy, timeliness, and customer service. This role will manage a high volume of invoice processing, assist with payment requests, handle P-Card research, and support monthly close activities. The ideal candidate is detail-oriented, organized, and capable of working in a fast-paced environment.<br>________________________________________<br>Key Responsibilities:<br>• Accurately process a high volume of invoices in a timely and organized manner.<br>• Prepare daily check runs and ensure checks are mailed according to schedule.<br>• Handle special check requests, including manual or expedited payments.<br>• Research Purchase Card (P-Card) transactions for accuracy, duplicates, and policy compliance.<br>• Perform month-end closing duties<br>• Prepare journal entries as needed to ensure accurate financial reporting.<br>• Prepare and process Claims and Agent Refund requests following internal guidelines.<br>• Create ad hoc payments for manual checks as needed.<br>• Sort, organize, and distribute incoming mail for the AP department.<br>• Review location-submitted invoices for accurate GL coding, approvals, and proper support.<br>• Communicate with internal departments and vendors to research and resolve past-due invoices or payment inquiries.<br>• Maintain strong relationships with vendors and internal business units to facilitate timely resolution of payment issues.<br>________________________________________<br>Qualifications:<br>• 2+ years of Accounts Payable or accounting experience.<br>• Strong knowledge of invoice processing, payment handling, and general ledger coding.<br>• Experience with P-Card management and reconciliation is a plus.<br>• Familiarity with journal entry preparation and month-end procedures.<br>• Proficient in Microsoft Office, especially Excel and Outlook.<br>• Experience with accounting or ERP systems such as Workday<br>• Excellent communication and customer service skills.<br>• High attention to detail and ability to manage multiple tasks effectively.<br>• Strong organizational and time management skills.<br><br>Work Environment & Expectations:<br>• Ability to work both independently and as part of a collaborative team.<br>• Maintain professionalism in communication with internal staff, vendors, and external stakeholders.<br>• Demonstrate flexibility in responding to shifting priorities and urgent requests.<br>• Uphold confidentiality and compliance with financial and operational policies.
<p>HOURS: 25-30 hours/week </p><p><br></p><p>We are looking for an experienced HR Business Partner to join our team on a part-time contract basis in Minneapolis, Minnesota. In this role, you will collaborate with senior leadership and HR specialists to deliver tailored human resources services to member organizations. This position requires a proactive approach to employee relations, performance management, and HR policy development.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain HR roadmaps for member organizations, ensuring services align with their evolving needs.</p><p>• Oversee the creation and regular updates of legally compliant employee handbooks, providing guidance to managers and employees on handbook policies.</p><p>• Administer key HR initiatives such as performance appraisals, employee engagement surveys, and compensation analysis.</p><p>• Act as a liaison between managers and HR specialists to address inquiries related to payroll, benefits, staffing, and reporting.</p><p>• Recommend external resources for agency needs beyond the scope of the HR subscription service.</p><p>• Attend leadership and staff meetings to provide HR insights and support.</p><p>• Offer monthly office hours for management to address HR concerns and provide coaching.</p><p>• Provide guidance to managers on progressive discipline processes, performance improvement plans, and termination decisions.</p><p>• Conduct impartial investigations into employee misconduct and report findings to management.</p><p>• Review and refine job descriptions to ensure clarity and alignment with organizational goals.</p>
We are looking for a skilled and experienced Tax Manager to join our team in the Northwest Suburbs. This role is ideal for someone who is detail-oriented, thrives in a collaborative environment, and is passionate about delivering exceptional tax and accounting services. As part of our team, you will play a key role in assisting clients with tax planning and compliance, ensuring accuracy and timeliness in financial reporting. <br> Responsibilities: Handle the preparation and review of advanced tax filings across business entities, individuals, and trusts, ensuring accuracy and completeness. Build trusted client relationships by offering clear guidance and consistently high-quality service. Analyze nuanced tax questions and present practical recommendations to both clients and internal leadership. Partner with senior team members on assurance engagements to support thorough, well-executed deliverables. Lead annual tax provision work and monitor compliance with applicable reporting requirements. Leverage professional tax and workflow software to enhance accuracy, organization, and productivity. Coordinate multiple concurrent assignments, balancing timelines while upholding strong quality standards. Contribute to outreach and growth efforts aimed at attracting new business. Mentor entry level team members through coaching, training, and day-to-day support. Adhere to professional guidelines and regulatory expectations in all work performed.
<p>We are looking for a dedicated Credit & Collections Manager to join our team. In this long-term contract position, you will play a key role in managing accounts receivable processes, driving strategic initiatives, and ensuring smooth customer interactions. This role requires an analytical mindset and the ability to independently tackle challenges while collaborating with a team to improve processes.</p><p><br></p><p>Responsibilities:</p><p>• Manage and resolve customer disputes related to accounts receivable, credit, invoicing, and statements.</p><p>• Translate accounts receivable balance statements and reconcile payments, reductions, and open balances.</p><p>• Collaborate with external teams to drive cash application processes and oversee collections efforts.</p><p>• Establish and monitor key performance indicators, ensuring processes align with organizational goals.</p><p>• Conduct strategic planning and project management to address AR cleanup and process improvements.</p><p>• Build and maintain relationships with key accounts, focusing on high-touch customer interactions.</p><p>• Identify issues with customer payments lacking invoice details and create actionable solutions.</p><p>• Utilize SAP software to analyze accounts receivable data and generate accurate reports.</p><p>• Develop advanced Excel tools, including pivot tables and vlookups, to streamline data analysis.</p><p>• Work independently while contributing to team efforts to optimize AR and credit processes.</p>
<p>Our publicly-traded client is looking for an Accounting Manager with public accounting (Big 4 strongly preferred), strong accounting experience, and supervisory experience. You will be responsible for month end close, special projects, and mentoring employees. Great work/life balance, flex time, and family feel in this group. Bachelors in Accounting or Finance and 5+ years experience required. If you are interested, please reach out on LinkedIn @JenniferExsted.</p>
We are looking for a skilled Cost Accounting Manager to join our team in Saint Paul, Minnesota. This role is integral to ensuring precise financial reporting, strategic planning, and compliance across multiple locations. The ideal candidate possesses a strong background in cost accounting and data analysis, and thrives in environments requiring the management of extensive data records.<br><br>Responsibilities:<br>• Act as the subject matter expert on job costs, core gross margins, and related system data.<br>• Develop and oversee operational procedures to ensure accurate measurement of job cost activities and month-end cutoffs.<br>• Provide guidance to locations to address deviations from standard practices and ensure consistent processes.<br>• Support month-end close processes by assisting locations in meeting deadlines and posting essential transactions.<br>• Conduct ad-hoc analyses of job cost and margin data to fulfill management requests.<br>• Lead efforts to calculate and manage recovery cost rates for multiple locations.<br>• Assist in audit preparations and ensure compliance across all covered locations.<br>• Serve as a key lead in accounting system integrations, acting as a subject matter expert.<br>• Mentor and develop individuals across various locations to enhance expertise in cost accounting.<br>• Deliver actionable insights to executive leadership regarding profitability, risk, and growth opportunities.
<p>Our publicly-traded client is looking for an Accounting Manager with public accounting (Big 4 strongly preferred), strong accounting experience, and supervisory experience. You will be responsible for month end close, special projects, and mentoring employees. Great work/life balance, flex time, and family feel in this group. Bachelors in Accounting or Finance and 5+ years experience required. If you are interested, please reach out on LinkedIn @JenniferExsted.</p>
<p>***REQUIRES 3 DAYS ONSITE PER WEEK IN ST. PAUL, MN***</p><p><br></p><p>We are looking for a skilled Infrastructure Project Manager to oversee the implementation of a critical records management system for public safety for our client in Saint Paul, Minnesota. This high-visibility initiative requires an experienced individual with strong attention to detail who can manage complex technological projects while ensuring operational readiness and stakeholder satisfaction. This is a long-term contract position, offering an exceptional opportunity to contribute to a major modernization effort.</p><p><br></p><p>Responsibilities:</p><p>• Lead the planning, execution, and delivery of the Axon Records Management System implementation.</p><p>• Act as the primary liaison between the client and external vendors, ensuring smooth communication and collaboration.</p><p>• Coordinate cross-functional teams to ensure project milestones are achieved within defined timelines.</p><p>• Manage risks, changes, and dependencies throughout the project lifecycle to maintain progress and quality.</p><p>• Oversee vendor performance and adherence to contractual obligations, advocating for the clients interests.</p><p>• Facilitate operational readiness, including system cutover and go-live processes.</p><p>• Provide regular updates to stakeholders, addressing concerns and aligning project objectives with organizational goals.</p><p>• Ensure compliance with public safety and regulatory standards during the implementation.</p><p>• Develop and maintain comprehensive project documentation to track progress and outcomes.</p><p>• Implement strategies to minimize disruptions during the transition to the new system.</p><p><br></p><p>ANYONE INTERESTED AND WHO CAN WORK ONSITE 3 DAYS/WEEK SHOULD CONTACT ROBERT BROMMEL AT 612-503-4032</p>
We are looking for a skilled and strategic Cost Accounting Manager to join our team in Minneapolis, Minnesota. In this role, you will oversee product costing, inventory valuation, and cost of goods sold, ensuring accurate and timely accounting practices that support operational goals. This position is critically important in driving cost efficiency, supporting decision-making processes, and partnering with leadership across operations, supply chain, and finance.<br><br>Responsibilities:<br>• Develop and implement a comprehensive cost accounting strategy to align with business growth and increased manufacturing complexity.<br>• Maintain and enhance cost accounting systems and internal controls to ensure precise tracking of product costs, inventory, and overhead.<br>• Analyze and report product costs, including labor, materials, and overhead, while providing actionable insights to optimize pricing and margin management.<br>• Collaborate with operations, supply chain, and finance teams to assess cost drivers and identify opportunities for structural improvements and capital investments.<br>• Prepare and present detailed financial results related to cost performance, trends, and risks to management on a regular basis.<br>• Ensure compliance with organizational policies and internal controls related to manufacturing accounting and inventory.<br>• Lead inventory control processes across manufacturing and distribution centers, ensuring accuracy and integrity.<br>• Work closely with operational leaders to identify cost reduction initiatives and evaluate the financial impact of key decisions.<br>• Build and manage a team of inventory and cost accounting professionals, fostering growth and excellence.<br>• Oversee the annual cost accounting budget, ensuring effective resource allocation and alignment with strategic objectives.
<p>We are looking for a dedicated Tax Manager to join our team in Western, Wisconsin. In this role, you will work closely with individuals, families, and small businesses, providing expert tax and accounting services. This position offers the opportunity to foster meaningful client relationships while delivering high-quality financial solutions.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and file accurate tax returns for individuals and businesses, ensuring compliance with current regulations.</p><p>• Develop proactive tax strategies to help clients achieve long-term financial goals.</p><p>• Consult with clients on business structure, operational strategies, and financial planning to enhance profitability and stability.</p><p>• Maintain accurate bookkeeping records and oversee payroll processing with adherence to regulatory requirements.</p><p>• Provide guidance on budgeting, forecasting, and cash flow management to support client growth.</p><p>• Collaborate with clients to design tax-efficient frameworks tailored to their unique needs.</p><p>• Ensure timely and precise completion of tax filings while minimizing liabilities.</p><p>• Build trusted relationships with clients by delivering clarity and peace of mind in all financial engagements.</p>
<p>We are looking for an experienced Client Relationship Manager to join our team in Greater Twin Cities area in Minnesota. In this role, you will support Financial Advisors by providing client support, ensuring smooth operations and excellent client service. This position is ideal for someone with strong problem-solving skills and a passion for delivering exceptional support in a dynamic, growth-oriented environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee all operational aspects related to client management, including paperwork processing and execution of client requests.</li><li>Deliver high-quality service by understanding clients’ individual needs and responding promptly.</li><li>Work closely with Financial Advisors to ensure compliance with company policies and procedures.</li><li>Provide backup coverage for other support staff during periods of high volume or absence.</li><li>Utilize internal computer systems to support client service and drive business efficiency.</li><li>Serve as the main operational resource and first contact for Financial Advisors’ operational needs.</li><li>Maintain strict confidentiality at all times.</li><li>Research, resolve, and follow through on complex client account issues until resolution is achieved.</li></ul><p>If you are interested in joining a growing firm please contact Douglas Rickart on LinkedIn, call Doug at 612-804-2132 or apply through the link provided. </p>
<p>We are looking for a dedicated Client Relationship Manager to join our client's team in Twin Cities. In this role, you will play a key part in supporting our advisors by providing planning and operational support interacting with clients. This position requires a proactive and detail-oriented individual who can manage account tools effectively and deliver exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Become the first point of contact for key clients of the firm</p><p>• Utilize financial planning software to support retirement, education, tax, charitable, estate, or insurance planning.</p><p>• Prepare and manage documentation for client onboarding, transfers, and money movement, ensuring timely submission to custodians.</p><p>• Monitor account activities to confirm proper transfer and tracking of business operations.</p><p>• Develop expertise in custodial platforms to enhance operational efficiency.</p><p>• Handle tasks to effectively support financial operations.</p><p>• Utilize CRM to document tasks and maintain accurate records.</p><p>• Perform various other duties that contribute to the success and growth of the firm.</p>
