<p>We are looking for a dedicated Relationship Manager to join our client's team in the Twin Cities In this role, you will play a pivotal part in supporting clients with their financial needs. You will contribute to delivering exceptional service and fostering lasting client relationships.</p><p><br></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>We are looking for a detail-oriented Executive Assistant to provide essential support in our Minneapolis office. This role requires a proactive individual with excellent organizational skills, capable of managing schedules, travel arrangements, and administrative tasks efficiently. The ideal candidate will thrive in a hybrid work environment, demonstrating professionalism and adaptability.</p><p><br></p><p>Responsibilities:</p><p>• Maintain and organize executive calendars, ensuring all appointments and meetings are scheduled accurately.</p><p>• Coordinate travel arrangements, including booking flights, accommodations, and transportation.</p><p>• Process invoices and expense reports with precision and timeliness.</p><p>• Perform accurate data entry to support administrative tasks and reporting.</p><p>• Assist with preparing presentations, reports, and other business documents.</p><p>• Act as a liaison between executives and internal teams, facilitating effective communication.</p><p>• Ensure office supplies and resources are well-stocked and readily available.</p><p>• Support event planning and logistics for team meetings and corporate gatherings.</p><p>• Handle confidential information with discretion and professionalism.</p><p>• Manage and prioritize incoming correspondence, ensuring prompt responses and follow-ups.</p>
<p>We are seeking a highly organized and proactive Executive Assistant to support our executive leadership team in a fully on-site capacity. The successful candidate will be responsible for managing complex calendars, providing comprehensive administrative support, and ensuring efficient daily operations.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage executive calendars, coordinate appointments, meetings, and travel arrangements.</li><li>Screen incoming communications, prioritize correspondence, and draft responses on behalf of executives.</li><li>Prepare reports, presentations, and materials for meetings.</li><li>Organize and maintain confidential files, records, and documents.</li><li>Coordinate logistics for meetings, events, and conferences, including onsite arrangements.</li><li>Support expense reporting, invoice processing, and budget tracking as needed.</li><li>Liaise professionally with internal staff, clients, and external stakeholders.</li><li>Perform general administrative duties, including data entry, filing, and office supply inventory.</li><li>Proactively anticipate executive needs and provide solutions to optimize workflows.</li></ul>
<p>The Executive Assistant will provide comprehensive administrative support to our executive team, ensuring smooth and efficient operations. This role requires a high level of professionalism, discretion, and the ability to manage multiple priorities in a fast-paced environment. The ideal candidate will be detail-oriented, proactive, and possess excellent communication skills.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage and maintain executives' schedules, including appointments, meetings, and travel arrangements.</li><li>Prepare and edit correspondence, reports, presentations, and other documents.</li><li>Act as a liaison between executives and internal/external stakeholders.</li><li>Coordinate and organize meetings, including preparing agendas, taking minutes, and following up on action items.</li><li>Handle confidential information with discretion and professionalism.</li><li>Conduct research and gather information as needed to support executive decision-making.</li><li>Assist in the preparation and management of budgets, expense reports, and other financial documents.</li><li>Manage special projects and initiatives as assigned by the executive team.</li><li>Provide administrative support to other departments as needed.</li></ul><p><br></p>
