<p>Position Overview</p><p>We are seeking a detail-oriented Records Coordinator to support the organization and maintenance of company documents, records, and data. This role is ideal for someone who enjoys administrative work, accuracy, and working behind the scenes to keep information organized and accessible. The Records Coordinator will work closely with multiple departments to ensure records are maintained, updated, and processed efficiently.</p><p><br></p><p>Key Responsibilities</p><ul><li>Maintain, organize, and update electronic and physical records.</li><li>Review documents for completeness and accuracy before processing.</li><li>Enter, update, and verify information within company databases and internal systems.</li><li>Scan, index, file, and retrieve documents as needed.</li><li>Assist with document audits and quality checks.</li><li>Ensure confidential information is handled appropriately and securely.</li><li>Respond to internal requests for records and documentation.</li><li>Track and manage record retention schedules and filing procedures.</li><li>Support special projects involving data cleanup, document conversions, and system updates.</li><li>Assist with general administrative and clerical tasks.</li></ul><p><br></p>
<p>We are looking for a dedicated Relationship Manager to join our client's investment advisory team in the Twin Cities This position works closely with the Wealth Advisor and plays an important part in strengthening client relationships, coordinating service needs, and contributing to a high-standard wealth management experience. The ideal candidate brings professionalism, strong communication skills, and a genuine interest in helping clients feel confident about their financial future.</p><p> </p><p>Responsibilities:</p><p>• Establish and nurture strong relationships with clients to understand and address their financial goals and needs.</p><p>• Provide comprehensive support to Wealth Advisors by assisting with client services.</p><p>• Manage investment accounts and ensure accuracy in financial documentation and reporting.</p><p>• Collaborate with team members to share insights and improve firm processes and client outcomes.</p><p>• Uphold compliance standards and follow policies and procedures to maintain operational integrity.</p><p>• Assist clients with inquiries related to financial planning and investment strategies.</p><p>• Utilize Microsoft Excel, Word, and Outlook for efficient communication and documentation.</p><p>• Actively contribute to maintaining a positive team environment by offering assistance and sharing knowledge.</p><p>• Ensure a high level of customer satisfaction by consistently delivering precise and timely service.</p><p><br></p>
<p>Robert Half is looking for a Contracts Manager on a contract basis. In this role, you will oversee contract administration activities, maintain accurate agreement records, and help ensure rights, royalty, and related data are properly tracked and managed. This position requires someone who can interpret contract terms, support internal stakeholders, and contribute to efficient, policy-aligned contract processes.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the contract database by keeping agreement details, rights information, royalty data, and supporting records accurate, organized, and up to date.</p><p>• Review, prepare, and administer contracts and related documents in alignment with company guidelines, operational needs, and established procedures.</p><p>• Examine contract language to identify obligations, deadlines, potential concerns, and areas that may require escalation or additional review.</p><p>• Investigate and resolve issues related to contracts, rights, royalties, and database records by analyzing information and determining practical next steps.</p><p>• Work closely with Content and other internal teams to support contract execution, answer process-related questions, and keep deliverables moving on schedule.</p><p>• Promote consistent use of approved templates, documentation standards, and administrative controls across contract-related activities.</p><p>• Track key contractual milestones, requirements, and commitments while maintaining complete supporting documentation for reporting and audit readiness.</p><p>• Recommend improvements to workflows, record accuracy, and process efficiency to strengthen overall contract administration practices.</p><p>• Provide clear and responsive support to internal and external business partners by communicating contract-related requirements effectively.</p>