<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>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><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage complex calendars, including scheduling meetings, appointments, and travel arrangements</li><li>Serve as the primary point of contact between executives and internal/external stakeholders</li><li>Prepare, proofread, and edit correspondence, reports, presentations, and meeting materials</li><li>Coordinate and maintain confidential files, records, and documents</li><li>Plan and execute meetings, including agenda preparation, note-taking, and follow-up action items</li><li>Monitor and prioritize incoming emails, calls, and requests to ensure timely responses</li><li>Assist with project coordination, tracking deadlines, and ensuring deliverables are met</li><li>Handle expense reports, invoicing, and budget tracking for executive-related activities</li><li>Support onboarding of new team members and coordinate team events or activities</li><li>Conduct research and gather information to support executive decision-making</li><li>Maintain professionalism and confidentiality in all interactions</li></ul><p><br></p>
<p>We are seeking a highly organized Administrative Assistant for a contract opportunity in Bloomington, Minnesota. In this role, you will play a vital part in supporting our team of tax organizers, ensuring the smooth and efficient handling of client tax documents. You will help facilitate the document management process, contribute to overall team productivity, and maintain the integrity of sensitive data throughout the tax preparation workflow.</p><p><br></p><p>Responsibilities:</p><ul><li>Manually scan and upload client tax documents, ensuring each piece is accurately assigned to the correct client profile.</li><li>Review and process tax organizers, verifying completeness and quality of all scanned documents.</li><li>Use company software to electronically upload tax documents, performing audits to confirm that all entries (including sensitive information like Social Security numbers) are transposed accurately.</li><li>Conduct thorough quality checks to ensure all data is correctly entered and converted, addressing any discrepancies swiftly.</li><li>Maintain a high standard of confidentiality and data security for all client information.</li><li>Support the team in organizing and tracking tax document workflows to meet deadlines in a fast-paced environment.</li><li>Demonstrate exceptional attention to detail and organizational skills in all tasks.</li></ul><p>Apply today to contribute your skills to a dedicated team and gain valuable experience in tax administration.</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-oriented Administrative Assistant to join our team on a contract basis in Lakeville, Minnesota. In this role, you will provide front-office support, assist with scheduling appointments, and ensure accurate preparation of tax-related documents. This includes supporting tax administration tasks such as organizing client files, entering financial data, tracking deadlines, and assisting with digital recordkeeping for tax filings. The position requires excellent organizational skills, attention to detail, and proficiency in office software to deliver top-notch administrative support and help maintain compliance with tax regulations.</p><p><br></p><p>Responsibilities:</p><ul><li>Assemble, staple, and prepare tax returns for mailing, ensuring all documents are complete and securely packaged.</li><li>Perform accurate data entry of client and tax return information in a fast-paced environment, maintaining a high level of attention to detail.</li><li>Monitor and track client status throughout the tax process, utilizing Excel and internal systems to keep records up to date.</li><li>Support general office operations, including faxing, filing, photocopying, receiving customer payments, and maintaining organized files.</li><li>Update and generate Excel-based reports to support tax and administrative operations.</li><li>Ensure timely and professional communication with clients, both in-person and over the phone or email.</li><li>Assist in maintaining confidentiality and compliance with all data security policies regarding sensitive tax documentation.</li></ul><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>
We are looking for a skilled Administrative Assistant to join our team in Eden Prairie, Minnesota. This contract position offers an exciting opportunity to support our office operations and ensure smooth workflow during a maternity leave period. The ideal candidate will be detail-oriented, organized, and capable of handling a variety of administrative tasks with efficiency.<br><br>Responsibilities:<br>• Manage and verify the processing of new listings and sales, ensuring data is accurately entered into the system and purchase agreements are prepared on time.<br>• Maintain accurate records of sold properties and generate monthly reports to track office performance.<br>• Calculate advertising costs, proof advertisements, and coordinate submissions for local publications.<br>• Supervise and schedule office personnel, providing training, motivation, and performance evaluations.<br>• Act as a liaison between staff, managers, and sales associates to maintain effective communication.<br>• Monitor sales transactions for compliance, ensuring all necessary documentation such as abstracts, title evidence, and mortgage records are correctly ordered and completed.<br>• Coordinate the creation of marketing materials, including flyers, brochures, and other collateral for special events.<br>• Provide backup support for team members as needed to ensure uninterrupted operations.<br>• Assist with department budget preparation and administration, including salary considerations and merit reviews.<br>• Handle additional responsibilities as assigned to support the needs of the office.
<p>We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis in Wayzata, Minnesota. In this role, you will provide critical support to our operations, ensuring smooth day-to-day administrative functions while fostering a welcoming environment for clients and guests. This is an onsite position offering an excellent opportunity to contribute to a boutique, customer-focused company.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the first point of contact for visitors and callers, ensuring a courteous and friendly experience.</p><p>• Manage incoming calls and inquiries, including prospective tenant communications.</p><p>• Process invoices with precision and accuracy, dedicating several hours daily to coding tasks.</p><p>• Coordinate and schedule appointments, keeping calendars organized and up to date.</p><p>• Handle email correspondence promptly and with attention to detail.</p><p>• Perform data entry tasks to maintain accurate records and databases.</p><p>• Provide administrative support to the operations manager, assistant, and other team members.</p><p>• Maintain a business casual appearance to align with the company's standards.</p><p>• Collaborate with team members to ensure seamless workflow and support project needs.</p>
<p>We are partnering with a top law firm with a national presence to find an experienced Legal Executive Assistant for their Minneapolis office. In this role, you will play a pivotal part in ensuring the smooth operations of a successful and growing corporate practice group.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li><strong>Practice Management:</strong> Support the day-to-day operations of the corporate practice group and ensuring smooth workflow and communication within the team.</li><li><strong>Client and Professional Relationships:</strong> Develop a strong understanding of the attorneys’ practice areas and client needs. Maintain professional relationships with clients, opposing counsel, courts, agencies, and professional organizations.</li><li><strong>Calendar Management:</strong> Organize and manage schedules for senior attorneys, ensuring efficient time management and prioritization.</li><li><strong>Travel Coordination:</strong> Arrange and oversee travel plans, including booking flights, accommodations, and preparing detailed itineraries.</li><li><strong>Billing Oversight:</strong> Handle pre-billing processes, monitor budgets, and resolve billing issues to maintain accuracy and efficiency.</li><li><strong>Team Coordination:</strong> Delegate tasks to the legal support team and act as a central point of communication for internal workflow.</li><li><strong>Meeting Preparation:</strong> Plan and organize internal meetings, including preparing materials and coordinating agendas.</li><li><strong>Administrative Support:</strong> Provide high-level administrative assistance to ensure seamless day-to-day operations of the practice group.</li></ul>
<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>
<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>
<p>Our client needs the support of a Case Clerk on a contract basis for the next two months. In this role, you will play a vital part in handling client cases and ensuring accurate data entry to support case management efforts. This position requires strong organizational skills and attention to detail as you will be assisting with intake processes and client communications.</p><p><br></p><p>Responsibilities:</p><p>• Conduct initial client outreach calls to gather critical information and ensure all details are captured accurately.</p><p>• Follow provided scripts during calls to maintain consistency and professionalism.</p><p>• Distribute necessary resources and links to clients promptly after calls.</p><p>• Collaborate with senior intake specialists for guidance and support when needed.</p><p>• Record and maintain comprehensive data on financial losses and medical challenges encountered by clients.</p><p>• Handle sensitive client information with confidentiality and professionalism.</p>
