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Office Coordinator - Wealth Management

Date Posted: 6/22/2022

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Job Description

We are looking for an individual who is adaptable, self-directed, and hungry for knowledge. You will be working directly with the wealth management team members by providing executive administrative support and excellent internal and external client service.

  • Providing administrative support to multiple Financial Advisors as well as the Executive staff.
  • Main point of contact for client related queries and projects.
  • Appointment and calendar management.
  • Establish and maintain client records by utilizing multiple software applications to retrieve and relay relevant client information.
  • Respond to incoming client requests via telephone and email and coordinate response with supervision from investment advisory team.
  • Organize and prepare materials for advisor meetings and ensure all materials are properly compiled and delivered to advisor prior to each meeting.
  • Create, proofread, and edit complex or confidential correspondence (I.E. memos, letters, presentations, and spreadsheets). Assist in completing reports and correspondence upon request from advisors or clients.
  • Ability to interface with external clients and directly resolve issues, follow and explain policies and procedures, problem solve, multi-task, and meet deadlines.
  • Meet established quality measures for accuracy, timeliness, and completeness.


We are an equal opportunity employer and make hiring decisions based on merit. Recruitment, hiring, training, and job assignments are made without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, or any other protected classification. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
To apply please email your resume to tstein@ultimatestaffing.com

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Job Snapshot

  • Employee Type:Full-Time
  • Location:Edina, MN
  • Job Type:Admin - Clerical, Entry Level, General Business
  • Experience:Not Specified
  • Education:Not Specified
  • Date Posted:6/22/2022
  • Contact: Teri Stein (651) 688-9888
  • Pay Range: $45,000.00 - $50,000.00 Annually
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Job Reference: JO-2206-166054