Seeking a new job opportunity in the Edina area? Don’t miss this role! Dahl Consulting is currently partnering with a leader in the financial industry. We work one-on-one with great candidates to help connect them with local employment opportunities. This Company is hiring a Wealth Management Administrative Assistant for a contract position! Interested? Get more details below.
- Contract duration: 6-7 months
- Worksite Location: Edina, MN
- Compensation: $30.00-$35.00 per hour
What you’ll do as a Wealth Management Administrative Assistant:
- Provide top-notch administrative support to members of the Wealth Management team and Investment Managers, including daily calendar management and conflict reconciliation
- Actively manage calendars for a team of Wealth Managers by scheduling client meetings, meeting prep meetings, and internal meetings
- Distribute and track Wealth Management Agreements sent to current clients and prospective clients
- Process and document summary letters drafted by the Wealth Management team following client meetings
- Draft and assist with delivery of various client communications
- Assist with efficient sharing of information with outside attorneys, accountants, insurance agents, and other advisors
- Update the firm’s client relationship management database with accurate information as documents and new information are received
- Initiate and track tasks in the firm’s client relationship management database
- Help coordinate client document signing
What you’ll bring to the Wealth Management Administrative Assistant role:
- 3+ years of administrative support experience
- Exemplary time management skills
- Ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a fast-paced environment
- Solid proficiency in Microsoft Office Suite, including Outlook, Word, and Excel
- Outstanding written and verbal communications skills
- Aptitude to exercise sound judgment
- Comfortable when interacting with clients for scheduling purposes via phone and email
- Ability to work independently in a collaborative team environment
- Flexibility in work schedule during high volume periods or when critical events or deadlines exist
