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5 results for Records Manager in Monticello, MN

Relationship Manager
  • Minneapolis, MN
  • onsite
  • Permanent / Full Time
  • 65000 - 80000 USD / Yearly
  • <p>We are looking for a dedicated Relationship Manager to join our client&#39;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>
  • 2026-06-19T00:00:00Z
Contracts Manager
  • Minneapolis, MN
  • onsite
  • Temporary / Contract
  • 50 - 65 USD / Hourly
  • <p>We are looking for an experienced Contracts Manager to support commercial agreement activities for a manufacturing client. This Long-term Contract position will focus on handling a broad range of sales-related contract matters, from routine agreements to more sophisticated commercial transactions. The role is well suited for a senior contract management specialist or contracts counsel who can provide practical guidance, careful drafting, and effective negotiation support.</p><p><br></p><p>Responsibilities:</p><p>• Manage the full contract lifecycle for commercial sales agreements, including review, drafting, revision, and execution support.</p><p>• Negotiate terms and conditions for both straightforward and more complex business transactions while protecting company interests.</p><p>• Provide day-to-day guidance on commercial contract matters to internal stakeholders across the organization.</p><p>• Assess contractual language to identify risk, clarify obligations, and recommend balanced solutions.</p><p>• Partner with business teams to prepare, update, and finalize agreements in a timely and accurate manner.</p><p>• Support project-related contract work as needed, including initiatives tied to broader operational changes.</p><p>• Maintain organized contract documentation and help ensure consistency in contract administration practices.</p>
  • 2026-06-30T00:00:00Z
Account Manager
  • Edina, MN
  • onsite
  • Permanent / Full Time
  • 80000 - 100000 USD / Yearly
  • We are looking for an Account Manager to support client success and strengthen long-term partnerships in Minneapolis, Minnesota. This position is ideal for someone who is detail oriented, understands digital marketing, and can guide clients through strategies that improve online visibility and campaign performance. The role requires strong communication, sound judgment, and the ability to stay organized while managing several accounts in a fast-paced agency setting.<br><br>Responsibilities:<br>• Serve as the primary point of contact for assigned clients, building trust and maintaining strong ongoing relationships.<br>• Oversee multiple accounts at once, ensuring deliverables, timelines, and client expectations are managed effectively.<br>• Advise clients on digital marketing initiatives, including website performance, paid search, and social media efforts.<br>• Partner with internal teams to align campaign execution with client goals and business priorities.<br>• Monitor account activity and provide clear updates, insights, and recommendations to support client growth.<br>• Respond to inbound requests and client questions promptly, offering thoughtful solutions and next steps.<br>• Use CRM and project management tools such as HubSpot and monday.com to track communication, workflow, and account progress.<br>• Review campaign data, including Google Ads and GA4 reporting, to identify trends and help improve results.
  • 2026-06-30T00:00:00Z
Office Manager
  • Chanhassen, MN
  • onsite
  • Temporary / Contract
  • 28 - 34 USD / Hourly
  • <p>We are seeking an organized and proactive Office Manager to support daily operations for a team in Chanhassen, Minnesota. This contract-to-permanent opportunity is ideal for someone who enjoys overseeing administrative functions, coordinating office activities, and ensuring a smooth and efficient work environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>Oversee day-to-day office operations and ensure an organized and efficient workplace</p><p>Manage office supplies, vendor relationships, and service coordination</p><p>Support scheduling, meeting coordination, and internal communications</p><p>Maintain records, files, and documentation with a high level of accuracy</p><p>Assist with basic reporting, data tracking, and administrative processes</p><p>Coordinate onboarding logistics and provide support to internal teams as needed</p><p>Handle incoming communications and direct requests to appropriate departments</p><p>Identify opportunities to improve workflows and implement process enhancements</p><p><br></p>
  • 2026-06-26T00:00:00Z
Office Manager
  • Edina, MN
  • onsite
  • Temporary to Hire
  • 20 - 23 USD / Hourly
  • <p>We are looking for a versatile Office Manager to support daily administrative and operational activities. This contract opportunity with permanent potential is ideal for someone who enjoys balancing office coordination, data accuracy, and transactional support in a fast-paced environment. The role includes hands-on work with order processing, invoice handling, and general office administration, with NetSuite serving as a key system in day-to-day tasks.</p><p><br></p><p>Responsibilities:</p><p>• Process customer orders accurately in NetSuite while managing fluctuating daily volumes.</p><p>• Enter and maintain data across office and accounting records with strong attention to detail.</p><p>• Review invoices against receipts and purchase order information to help ensure accurate payment documentation.</p><p>• Support Amazon-related account activity, including payment coordination and shipping label creation.</p><p>• Investigate backorders and purchase order status updates, then communicate findings to the sales team.</p><p>• Record vendor bills in NetSuite and assist with accounts payable-related administrative tasks.</p><p>• Reconcile purchase orders and related documentation to identify and resolve discrepancies.</p><p>• Maintain office organization by filing records and replenishing everyday supplies as needed.</p>
  • 2026-06-15T00:00:00Z