We are looking for a dedicated Medical Front Desk Specialist to join our team in Saint Paul, Minnesota. In this Contract to permanent position, you will play a vital role in providing administrative and customer support to ensure smooth operations within a non-profit healthcare setting. This is an excellent opportunity for someone with strong organizational skills and a passion for helping others.<br><br>Responsibilities:<br>• Manage calendars and schedule appointments, meetings, and events for program staff.<br>• Prepare intake packets and coordinate necessary paperwork with the clinical team.<br>• Handle administrative tasks such as copying, filing, correspondence, and maintaining supplies.<br>• Assist clients during check-in, monitor the waiting area, and provide support as needed.<br>• Process referrals, intake documentation, and client scheduling, ensuring all information is accurate.<br>• Schedule transportation and interpreter services for clients attending appointments.<br>• Collect and document client copays following established procedures.<br>• Maintain and troubleshoot databases, ensuring timely and accurate documentation.<br>• Provide basic technical support for computers and printers, including training end-users.<br>• Support project activities by assisting with policy updates and recommending process improvements.
We are looking for a skilled Litigation Legal Assistant to join our team in Minneapolis, Minnesota. This position requires an individual with strong attention to detail and extensive experience supporting attorneys in commercial litigation matters. The ideal candidate excels in managing legal documentation, court filings, and scheduling, and is adept at navigating e-filing systems.<br><br>Responsibilities:<br>• Prepare, proofread, and organize legal documents and correspondence to ensure accuracy and compliance with court standards.<br>• Manage case calendars, including scheduling hearings, depositions, and deadlines, while keeping attorneys informed of upcoming commitments.<br>• Handle e-filing procedures for court documents, ensuring timely submissions and adherence to legal requirements.<br>• Coordinate court filings and ensure all materials are submitted correctly and on time.<br>• Support attorneys in commercial litigation cases by conducting research and managing case-specific documentation.<br>• Maintain organized records and files, both physical and electronic, for seamless retrieval and reference.<br>• Communicate with clients, court personnel, and opposing counsel to facilitate case progress.<br>• Assist in preparing for trials and hearings, including compiling exhibits and other essential materials.<br>• Monitor and track case developments and deadlines to ensure timely action.<br>• Provide general administrative support, including scheduling meetings and managing correspondence.
<p>This position will act as the key liaison between our client's residential and commercial clients and the service department, ensuring seamless communication and exceptional service delivery. Ideal candidate thrives in a dynamic environment, excels at managing schedules, and takes pride in maintaining accurate records while providing top-notch client support.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and confirm service appointments with both residential and commercial clients, addressing rescheduling needs as required.</p><p>• Maintain accurate client records, including service histories and invoices, using the designated CRM system.</p><p>• Monitor service completion and ensure all work orders and client information are properly documented and organized.</p><p>• Collaborate with the service team to relay client requests and ensure timely responses.</p><p>• Assist with managing accounts receivable for clients with overdue balances.</p><p>• Identify opportunities for process improvement in scheduling and client communication workflows.</p><p>• Professionally handle incoming calls and promptly respond to client inquiries.</p><p>• Draft and distribute newsletters, industry updates, and other client communications to keep clients informed.</p><p>• Perform additional administrative tasks and support service coordination as needed.</p>
<p>We are looking for a detail-oriented Medical Receptionist to join our team in Minneapolis, Minnesota on a part-time basis. As a Patient Care Coordinator, you will play a pivotal role in ensuring a seamless experience for patients while supporting clinic operations. This is a Contract position within the healthcare industry, offering a dynamic and collaborative work environment.</p><p><br></p><p>Responsibilities:</p><p>• Welcome and check in patients for clinic and radiology appointments, ensuring a friendly and efficient experience.</p><p>• Provide clear instructions to patients regarding required forms and documentation.</p><p>• Collect and verify demographic and insurance information, entering details accurately into the NextGen system for billing purposes.</p><p>• Process patient payments, including co-pays, swiftly and accurately.</p><p>• Prepare daily charts for scheduled appointments to maintain efficient clinic operations.</p><p>• Assist patients in scheduling follow-up appointments and provide guidance on the patient portal.</p><p>• Coordinate interpreter services for patients requiring language assistance.</p><p>• Update and maintain the provider database within NextGen to ensure accurate tracking of referring providers.</p><p>• Keep the front office area tidy and organized, including restocking supplies and maintaining a welcoming environment.</p><p>• Collaborate with clinic staff to support smooth workflows and continuity of care for patients.</p>
<p>Robert Half's Legal Practice is partnered with a top large law firm in downtown Minneapolis, MN looking for a detail-oriented Legal Assistant to support busy Litigation Attorneys. Bring your strong communications skills, an ability to anticipate and strong technology skills to this great law firm!</p><p><br></p><p>1 day/week remote after initial training. 4 days on-site in downtown Minneapolis.</p><p><br></p><p>The responsibilities for this position will include, but are not limited to:</p><p><br></p><ul><li>Prepare correspondence, documents, and agreements, including document comparisons and conversions, manipulation of pdf documents, editing and scanning.</li><li>Electronically file litigation pleadings and other documents with state, federal and appellate courts, both locally and nationally.</li><li>Handle docketing of court scheduling orders, briefing schedules and other court mandated conferences, dates, and other litigation requirements.</li><li>Maintain electronic client files, including electronic pleadings and indices, as well as original pleadings and client documents.</li><li>Review, edit and finalize attorney and paralegal time entries and manage client invoices.</li><li>Provide general legal administrative support, including calendar management, scheduling and arranging attorney and client meetings, conferences and depositions, responding to and handling routine correspondence and making reservations/appointments.</li><li>Provide quality, responsive customer service to clients, attorneys, and co-workers.</li><li>Dependable, accountable, and consistently demonstrating a strong work ethic with a professional demeanor in all interactions.</li><li>Strong interpersonal relationships and ability to interact with all levels of the organization.</li><li>Ability to work well under pressure with deadlines – possess a sense of urgency.</li><li>Ability to work in a fast-paced environment with a variety of personalities and work styles.</li><li>Ability to be flexible in schedule and adaptable to constant change.</li><li>Ability to effectively handle multiple tasks and frequent interruptions.</li><li>Job duties may require time over 37.50 hours per week.</li></ul><p><br></p>
<p>Are you an experienced <strong>Family Law Paralegal</strong> looking for a role that combines meaningful work with flexibility and great benefits? Our client, a respected general practice law firm, is seeking a detail-oriented and proactive paralegal to join their team. This is an excellent opportunity to work on complex and rewarding cases while enjoying a supportive environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Draft and prepare pleadings, motions, and discovery documents for family law matters.</li><li>Manage case files and maintain accurate documentation.</li><li>Communicate with clients, courts, and opposing counsel in a professional manner.</li><li>Assist attorneys with trial preparation and scheduling.</li><li>Handle sensitive information with the utmost confidentiality.</li></ul><p><br></p>
We are looking for an Operations Specialist to join our team in Minneapolis, Minnesota, on a Contract to permanent employment basis. In this role, you will play a critical part in ensuring smooth operations by managing transportation logistics, coordinating schedules, and supporting various organizational activities. This position offers an excellent opportunity to contribute to a non-profit environment while developing your skills in customer service and operational management.<br><br>Responsibilities:<br>• Coordinate transportation arrangements for field trips, sporting events, and other activities, including working with internal drivers or third-party services.<br>• Monitor and confirm daily transportation schedules to ensure timely departures and arrivals.<br>• Serve as the primary point of contact for resolving logistical issues that arise during operations.<br>• Support the athletic department and other teams with event planning and execution.<br>• Handle multiple priorities effectively, ensuring all tasks are completed within designated timelines.<br>• Communicate proactively with team members to provide updates and address concerns.<br>• Utilize Google Suite tools to manage schedules, track tasks, and maintain accurate records.<br>• Collaborate closely with organizational staff to streamline processes and improve efficiency.<br>• Respond to inquiries and provide exceptional customer service to internal and external stakeholders.<br>• Assist with data processing and reporting to support operational decision-making.
<p>We are looking for an experienced Project Manager to oversee and execute commercial construction projects in the south metro. This role requires a strong background in managing project scopes, budgets, schedules, and ensuring high-quality delivery. The ideal candidate will possess exceptional leadership skills and a thorough understanding of financial control, resource coordination, and technical systems.</p><p><br></p><p>Responsibilities:</p><p>• Manage multiple commercial construction projects simultaneously, ranging from smaller-scale initiatives to larger projects.</p><p>• Develop and maintain detailed installation schedules, ensuring alignment with project goals and client expectations.</p><p>• Oversee structured audio-visual setups, and Wi-Fi installations.</p><p>• Coordinate crews, supervisors, and subcontractors to optimize labor distribution and maintain project timelines.</p><p>• Monitor project economics, including budget tracking, material forecasting, productivity analysis, and cost-to-complete evaluations.</p><p>• Execute change management processes, including pricing, approvals, and documentation to safeguard project margins.</p><p>• Ensure compliance with plans and specifications, track addenda, and enforce scope boundaries effectively.</p><p>• Manage procurement timelines and lead times to prevent delays and ensure smooth delivery of materials.</p><p>• Handle commissioning tasks, including programming, certification, and integration with client systems.</p><p>• Deliver comprehensive project turnover, including training, manuals, warranty documentation, and acceptance testing.</p>
We are looking for a detail-oriented and highly organized Executive Assistant to provide comprehensive support to the President and oversee various administrative tasks. This role requires exceptional multitasking skills and the ability to manage executive schedules, board governance activities, and office operations efficiently. As this is a long-term contract position based in Saint Paul, Minnesota, you will play a pivotal role in ensuring smooth organizational processes.<br><br>Responsibilities:<br>• Manage usernames and passwords for approximately 80 accounts, ensuring they are updated and organized for transition purposes.<br>• Prepare and organize files belonging to former staff members to facilitate onboarding for future hires.<br>• Provide direct administrative support to the President, including managing schedules, booking travel, and coordinating meetings.<br>• Create quarterly board meeting packets, take detailed meeting minutes, and distribute reminders to members about upcoming meetings.<br>• Coordinate logistical aspects of board meetings, including venue arrangements, virtual meeting setups, and catering.<br>• Oversee office operations by checking supplies, maintaining stock levels, and ensuring common areas like the breakroom are clean and well-kept.<br>• Open and sort mail and handle basic bookkeeping tasks, such as coding invoices.<br>• Ensure plants are watered and the office environment remains welcoming and organized.<br>• Prepare materials for executive meetings and assist in facilitating their smooth execution.
<p>We are seeking an Executive Assistant for a nonprofit organization in Minneapolis, Minnesota. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Expertly coordinate and maintain calendars for all board members; organize complex scheduling and manage recurring board meetings</li><li>Prepare, record, and distribute accurate meeting minutes and maintain records for all board proceedings</li><li>Assist with logistics for board meetings, including venue arrangements, agendas, and follow-up communications</li><li>Serve as a point of contact for board members with regard to scheduling, communications, and document requests</li><li>Support the Board Chair and Executive Director with special projects related to governance and operations</li></ul><p><br></p>
<p><strong>Administrative Assistant</strong> <strong>| Hybrid – Wayzata, MN | $50-65K </strong></p><p><br></p><p>This position will play a key role in keeping our client’s office running smoothly by providing critical administrative, operational, and client service support while maintaining a welcoming office environment.</p><p>This role will directly support the Client Services Managers, with backup support to Financial Advisors. This is an excellent opportunity for someone who brings keen attention to detail, excellent multitasking abilities, and a passion for contributing to a polished, client-focused office environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Greet clients and visitors, manage incoming phone calls, and respond to general inquiries with professionalism and discretion</li><li>Respond to client inquiries and provide detail-oriented communication to enhance client satisfaction.</li><li>Schedule and confirm client appointments, ensuring accuracy and timeliness; address scheduling conflicts and ensure smooth coordination of meetings.</li><li>Prepare and process client documentation, including account forms, transfers, and compliance-related paperwork.</li><li>Manage electronic filing systems and support audits or recordkeeping tasks as needed.Verify that all client-related documentation is complete, accurate, and meets firm standards.</li><li>Coordinate mail handling, document scanning, and deliveries to maintain efficient workflow.</li><li>Organize and maintain confidential client records, adhering to compliance standards and regulatory requirements.</li><li>Assist in creating reports, presentations, and meeting materials for advisors.</li><li>Collaborate with advisors and team members to facilitate administrative tasks and special projects.</li></ul><p><br></p>
We are looking for an organized and proactive Administrative Coordinator to join our team in Saint Paul, Minnesota. In this role, you will play a vital part in supporting office operations, managing events, and supervising staff to ensure smooth and efficient activities across campus locations. This is a long-term contract position, offering the opportunity to contribute to a dynamic university environment while honing your administrative and leadership skills.<br><br>Responsibilities:<br>• Schedule event reservations across campus locations, ensuring proper allocation of resources and maintaining accurate records.<br>• Collaborate with event hosts to identify needs and provide comprehensive planning support.<br>• Develop a thorough understanding of building policies, procedures, and amenities to assist ambassadors and event clients effectively.<br>• Participate in mandatory staff meetings and training sessions, contributing agenda items and actively engaging in discussions.<br>• Provide on-site staffing at events to ensure smooth operations, addressing any issues that arise during setup or execution.<br>• Communicate professionally with guests and service providers, representing the university in a positive manner.<br>• Support large-scale university events, such as Commencement, Convocation, and external functions.<br>• Lead and mentor Event Ambassador staff, serving as their main point of contact for questions and support.<br>• Plan and conduct training sessions for new ambassadors, monitoring their progress and offering continuous guidance.<br>• Assist with staff scheduling and oversee ambassadors to ensure job expectations are met.
We are looking for a highly motivated and independent Customer Support Specialist to join our team in Blaine, Minnesota. This long-term contract position requires a proactive and detail-oriented individual capable of managing high volumes of customer inquiries, scheduling installations efficiently, and maintaining organized workflows. The ideal candidate will possess strong administrative skills and a commitment to delivering exceptional customer service.<br><br>Responsibilities:<br>• Schedule installation appointments to ensure timely and efficient project completion.<br>• Monitor and manage pending installations, verifying product delivery and labor readiness.<br>• Oversee the installation pipeline, updating and closing jobs daily to maintain accuracy.<br>• Prepare installation crews by organizing all necessary paperwork and ensuring readiness for scheduled tasks.<br>• Assign installation crews to projects based on their relevant experience and expertise.<br>• Maintain inventory records and provide timely updates on product arrivals to stakeholders.<br>• Address and resolve customer concerns to uphold high satisfaction levels.<br>• Process payments and manage funding for completed jobs in compliance with company standards.<br>• Utilize industry-specific software, including Microsoft Dynamics CRM, to manage operations and data effectively.<br>• Perform additional administrative duties as required to support team goals.
<p>We are looking for a detail-oriented Litigation Legal Assistant to join our team in Minneapolis, Minnesota. In this role, you will provide essential support to attorneys by managing various administrative and legal tasks associated with civil litigation. This position requires strong organizational skills, proficiency in legal processes, and a commitment to delivering high-quality assistance.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare and file legal documents electronically, ensuring accuracy and compliance with court requirements.</li><li>Maintain and update attorneys' calendars, scheduling appointments, hearings, and deadlines.</li><li>Assist with civil litigation tasks, including document review and case preparation.</li><li>Coordinate court filings and manage associated deadlines effectively.</li><li>Communicate with clients, court officials, and other legal professionals to facilitate case progress.</li><li>Organize and manage case files, ensuring all necessary information is readily accessible.</li><li>Conduct research related to legal cases and provide summaries to attorneys.</li><li>Monitor case deadlines and follow up with attorneys on required actions.</li><li>Support attorneys during hearings and trials by preparing necessary documents and materials.</li></ul>
<p>We are looking for a detail-oriented and friendly receptionist to join our team in Minneapolis, Minnesota. In this Contract position, you will serve as the first point of contact for visitors and callers, ensuring smooth communication and providing excellent customer service. If you thrive in a fast-paced environment and enjoy managing multiple tasks, this role is a great opportunity for you.</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and guests warmly while directing them to the appropriate person or department.</p><p>• Operate and manage a multi-line phone system, ensuring incoming calls are answered promptly and directed accurately.</p><p>• Handle inbound calls efficiently, providing information or transferring to relevant team members.</p><p>• Maintain a clean and organized reception area to create a welcoming environment.</p><p>• Assist with administrative tasks such as scheduling appointments and managing correspondence.</p><p>• Provide support to other team members as needed to ensure seamless operations.</p><p>• Monitor and address inquiries, ensuring all requests are handled efficiently.</p><p>• Uphold company standards by delivering exceptional customer service at all times.</p>
<p>We are looking for a dedicated and detail-oriented Executive Assistant to join a team in Minnetonka. This role is ideal for professionals who thrive in administrative coordination and enjoy supporting executives in a dynamic environment. As this is a long-term contract position, you will play a crucial role in ensuring smooth daily operations and excellent client support.</p><p><br></p><p>Responsibilities:</p><p>• Manage the executive’s calendar, including scheduling and organizing meetings.</p><p>• Assist in preparing for meetings by gathering necessary documents and conducting research on investment and insurance products.</p><p>• Coordinate correspondence by sending invitations, responding to inquiries, and maintaining client communications.</p><p>• Provide support in client intake processes and maintain accurate client records.</p><p>• Conduct research to provide insights into securities and insurance offerings.</p><p>• Ensure smooth daily operations by managing administrative tasks and logistics.</p><p>• Actively follow up on tasks and maintain detailed records to support organizational efficiency.</p><p>• Collaborate with the executive to streamline processes and improve workflows.</p><p>• Handle client relations by addressing questions and providing timely updates.</p><p>• Maintain confidentiality and professionalism when handling sensitive information.</p>
We are looking for a detail-oriented Administrative Coordinator to join our team in Minneapolis, Minnesota. In this role, you will play a pivotal part in supporting advertising sales, fulfillment processes, and member engagement activities, ensuring smooth operations and exceptional service delivery. This position offers an exciting opportunity to contribute to the healthcare industry while showcasing your organizational and communication skills. Please note, this is a Contract-to-Permanent opportunity.<br><br>Responsibilities:<br>• Foster relationships with advertising clients by promoting renewal options and upselling opportunities.<br>• Coordinate communications with clients across job guides, online job fairs, social media, and digital job boards.<br>• Schedule and facilitate virtual meetings to demonstrate Career Center technology to potential clients.<br>• Manage deadlines and specifications for advertising purchases across various platforms, including print and digital media.<br>• Design and layout materials for job fairs and advertising campaigns as required.<br>• Maintain an organized library of advertising files and update marketing materials such as media kits and sell sheets.<br>• Update and maintain the Career Center website content to ensure accuracy and relevance.<br>• Distribute incentives to members participating in Career Center activities.<br>• Organize and oversee the CV review process for job seekers, ensuring profiles are up-to-date.<br>• Represent the Career Center at conferences, meetings, and online events, including booth activities and member engagement initiatives.
<p>We are looking for an experienced Instructional Designer/Project Manager to contribute to the development of an educational program training. This role involves leading curriculum design efforts, collaborating with internal experts, and ensuring courses are delivered effectively through the appropriate learning platforms. This is a long-term contract position based in Bloomington, Minnesota.</p><p><br></p><p>Responsibilities:</p><p>• Develop and design 15 courses for a master's program, ensuring they align with academic standards.</p><p>• Lead a small team in creating and implementing curriculum plans from initial concept to final delivery.</p><p>• Collaborate with subject matter experts to gather insights and ensure content quality.</p><p>• Utilize e-learning tools like Articulate Storyline and Canvas to create engaging course materials.</p><p>• Manage project timelines, schedules, and resources to ensure timely completion of deliverables.</p><p>• Ensure courses are formatted correctly and integrated seamlessly into the designated learning platform.</p><p>• Coordinate with internal and external stakeholders to meet program goals and expectations.</p><p>• Oversee the program launch, ensuring all elements are ready for implementation.</p><p>• Develop strategies for continuous improvement and updating of course content.</p><p>• Monitor and evaluate the effectiveness of instructional materials, making adjustments as needed.</p>
<p>Our downtown Minneapolis law firm client is seeking a detail-oriented Legal Assistant with strong Litigation experience to join their team. As a Legal Assistant, you will prepare various legal documents, manage electronic client files, and provide high-quality administrative support to busy Attorneys. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Preparation of legal correspondence, agreements, and documents, including conversions and comparisons of documents and manipulation of PDF files</p><p>• Electronic filing of pleadings and other documents in local and national state, federal, and appellate courts</p><p>• Docketing of court orders, schedules, and other litigation requirements</p><p>• Management of electronic client files, including pleadings and indices, along with original client documents and pleadings</p><p>• Review and finalization of time entries for attorneys and paralegals and handling of client invoices</p><p>• Provision of general legal administrative support, including managing calendars, scheduling and coordinating attorney and client meetings, conferences and depositions, and handling routine correspondence</p><p>• Using Case Management Software and Microsoft Office Suites for various tasks</p><p>• Delivering quality, responsive customer service to clients, attorneys, and team members.</p><p><br></p><p>Position offers fantastic benefits, including: health, dental, 401k, profit sharing, PTO</p>
<p>The Receptionist will serve as the first point of contact for visitors and callers, providing a warm and professional welcome to all. This role requires excellent communication and interpersonal skills, a high level of organization, and the ability to handle multiple tasks efficiently. The ideal candidate will be personable, detail-oriented, and capable of creating a positive first impression.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and welcome visitors in a professional and friendly manner.</li><li>Answer and direct phone calls to the appropriate staff members.</li><li>Manage the reception area, ensuring it is clean, organized, and presentable.</li><li>Receive and distribute mail, packages, and deliveries.</li><li>Assist with scheduling appointments and meetings.</li><li>Maintain visitor logs and issue visitor badges.</li><li>Provide general administrative support, including data entry, filing, and photocopying.</li><li>Respond to inquiries and provide information about the company.</li><li>Assist with special projects and other duties as assigned.</li></ul><p><br></p>
<p>Calling all nights + weekend shifts! </p><p><br></p><p>We’re looking for a reliable, detail-oriented <strong>Associate Operations Coordinator</strong> to support our customer service and operations team. This is a contract-to-hire opportunity for someone who enjoys problem-solving, staying organized, and keeping things running smoothly in a fast-paced, team-focused environment.</p><p>This role requires <strong><u>availability for nights and weekends is required</u></strong>. Training will be onsite in Eden Prairie for 3 weeks, you will then be able to <strong><u>work from home</u></strong>! Must be local to Minnesota and able to commute to Eden Prairie as needed.</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Support daily operations to ensure efficient and accurate workflows</li><li>Provide excellent customer service by responding to inquiries and resolving issues promptly</li><li>Schedule appointments and manage calendars to keep operations on track</li><li>Process invoices and verify billing accuracy</li><li>Coordinate shipping activities and monitor delivery timelines</li><li>Track data, prepare reports, and maintain documentation using Microsoft Office</li><li>Monitor quality standards and follow established policies and procedures</li><li>Assist with onboarding and training new team members</li><li>Prioritize tasks effectively to meet deadlines in a high-volume environment</li><li>Follow and help improve standard operating procedures to drive efficiency</li></ul>
A downtown Minneapolis law firm is seeking an experienced Estate Planning Paralegal to support its trusts and estates practice. <br> This is a great opportunity to join a long-standing, growing law firm that offers hybrid flexibility, with at least two days per week working from home. The ideal candidate has 3–10+ years of experience working in a law firm or in-house legal department, supporting estate planning, probate, and/or trust administration matters. <br> Responsibilities: Provide paralegal support to attorneys in estate planning, probate, and trust administration matters Prepare, review, and organize legal documents, correspondence, and client files Assist with the administration of probate estates and trusts, including tracking assets, deadlines, and required filings Coordinate court filings, notices, and service requirements Communicate with clients, beneficiaries, courts, and third parties as needed Maintain and update case management systems and calendars Assist with the preparation of tax-related documents, including estate and gift tax returns, as applicable Ensure compliance with court rules, filing deadlines, and firm procedures
<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>
<p>We are looking for a self-directed Legal Assistant to support our welcoming and high-performing client's team. In this long-term contract position, you will provide essential support to legal operations by managing administrative tasks and ensuring smooth workflow within the department. This role is ideal for individuals with strong organizational skills and a keen interest in legal processes.</p><p><br></p><p>Responsibilities:</p><p>• Handle legal billing and invoicing processes, including vendor setup and payment coordination.</p><p>• Manage legal case records by overseeing the intake, updates, and closure of matters.</p><p>• Coordinate legal holds, including tracking progress and collaborating with digital teams to secure necessary data.</p><p>• Prepare and submit check requests accurately and in a timely manner.</p><p>• Monitor and document collection activities related to legal matters.</p><p>• Schedule and reserve meeting rooms as needed for team and client discussions.</p><p>• Organize and distribute incoming physical mail to appropriate recipients.</p><p>• Process expense reports using Concur, ensuring compliance with company policies.</p>
<p>We are looking for an experienced Controller to join a fast-growing organization in the West Metro. In this role, you will oversee key aspects of financial operations, ensuring accuracy and compliance in accounting processes. This position offers an opportunity to collaborate across departments and contribute to the development of efficient financial systems.</p><p><br></p><p>This opportunity comes with full benefits including medical, dental/vision, life insurance, PTO, discretionary bonus, hybrid work schedule, and much more!</p><p><br></p><p>If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken.</p>
