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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.
Job Responsibility:
Manage incoming calls and ensure prompt and courteous communication with clients
Welcome clients in the office, assisting with document drop-offs and pick-ups
Perform general administrative tasks, including data entry and maintaining records
Support tax and wealth management operations with precision and attention to detail
Utilize Salesforce to manage client information and workflows effectively
Handle incoming and outgoing mail, ensuring timely distribution
Maintain a positive and organized front desk environment to enhance client experience
Assist in coordinating schedules and meetings for the team
Ensure compliance with office procedures and maintain confidentiality of sensitive information
Requirements:
Proven experience in administrative or receptionist roles within an office setting
Excellent communication skills with a welcoming and detail-oriented demeanor
Strong organizational abilities and attention to detail
Familiarity with Salesforce or similar CRM tools is a plus
Ability to multitask and manage priorities effectively
Comfortable interacting with clients in person and over the phone
Knowledge of wealth management or accounting practices is advantageous
Must pass credit and criminal background checks
Nice to have:
Familiarity with Salesforce or similar CRM tools is a plus
Knowledge of wealth management or accounting practices is advantageous
What we offer:
medical, vision, dental, and life and disability insurance