<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 skilled Administrative Assistant to join our team in Avon, Minnesota. This long-term contract position offers an exciting opportunity to provide key support to our construction division. The ideal candidate will bring strong organizational abilities and excellent communication skills to ensure seamless administrative operations.<br><br>Responsibilities:<br>• Organize and schedule meetings, ensuring all necessary materials and arrangements are prepared.<br>• Manage travel arrangements, including booking flights, accommodations, and transportation.<br>• Prepare correspondence, meeting agendas, and other necessary documents.<br>• Oversee calendar management to ensure efficient scheduling and avoid conflicts.<br>• Process expense reports accurately using Concur.<br>• Utilize Microsoft Office tools proficiently to create documents, spreadsheets, and presentations.<br>• Act as a point of contact for communication and coordination within the team.<br>• Ensure effective coordination of tasks and priorities for smooth workflow.<br>• Provide general administrative support to the construction division as needed.
<p>We are looking for a detail-oriented Administrative Assistant to join our team in Minnetonka. This is a contract position that will run from February through April, offering an excellent opportunity to contribute to a dynamic wealth management and accounting office. The role requires strong organizational skills and the ability to handle client interactions with courtesy and positivity.</p><p><br></p><p>Responsibilities:</p><p>• Manage incoming calls and ensure prompt and courteous communication with clients.</p><p>• Welcome clients in the office, assisting with document drop-offs and pick-ups.</p><p>• Perform general administrative tasks, including data entry and maintaining records.</p><p>• Support tax and wealth management operations with precision and attention to detail.</p><p>• Utilize Salesforce to manage client information and workflows effectively.</p><p>• Handle incoming and outgoing mail, ensuring timely distribution.</p><p>• Maintain a positive and organized front desk environment to enhance client experience.</p><p>• Assist in coordinating schedules and meetings for the team.</p><p>• Ensure compliance with office procedures and maintain confidentiality of sensitive information.</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>
<p>We are looking for an organized and proactive Office Assistant to join our team in Saint Louis Park, Minnesota. This Contract to permanent position is ideal for someone who thrives in a dynamic environment and enjoys contributing to the success of a growing organization. In this role, you will handle a variety of administrative mailroom tasks to ensure smooth daily operations. This position requires flexibility and travel throughout the greater metro area, providing mailroom support to a diverse range of client locations. Your attention to detail and ability to manage multiple tasks will help ensure smooth mailroom operations and contribute to the overall efficiency of our organization. If you are eager to take on varied administrative tasks and play a key role in our mailroom team, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><ul><li>Perform a wide range of mailroom operations, including sorting, distributing, and collecting mail throughout the organization.</li><li>Handle print production tasks such as creating black-and-white double-sided copies, printing and binding books, and preparing covers as specified in job tickets.</li><li>Scan, digitize, and upload documents to online databases as requested.</li><li>Process and complete work orders received via a job ticket system, ensuring accuracy and timely completion of all requests.</li><li>Conduct routine mail pickups and deliveries across company departments multiple times daily.</li><li>Perform light equipment maintenance, such as replacing printer toner and restocking paper and other mailroom supplies.</li><li>Communicate and coordinate with team leads at various client locations to prioritize daily tasks.</li><li>Occasionally assist with reception area coverage, including front desk management, ordering lunch for staff, and coordinating conference room usage as needed.</li></ul><p><br></p><p><br></p>
<p>We are looking for a detail-orientedOffice Assistant to join our team in Monticello, Minnesota. In this Contract-to-Permanent position, you will play a key role in maintaining accurate and organized records while supporting various administrative tasks. This opportunity is ideal for someone with strong attention to detail, excellent customer service skills, and a proactive approach to problem-solving.</p><p><br></p><p>Responsibilities:</p><p>• Accurately input application data into designated databases and systems.</p><p>• Follow up with clients to collect and verify missing or incomplete information.</p><p>• Maintain organized records of data entries and client communications for easy access and reference.</p><p>• Perform routine quality checks to ensure data accuracy and consistency.</p><p>• Provide exceptional customer service by responding to inquiries and addressing concerns promptly.</p><p>• Utilize Microsoft Excel and Word to manage and format data effectively.</p><p>• Scan, organize, and file documents in both physical and digital formats.</p><p>• Collaborate with the team to improve data entry processes and boost efficiency.</p>
