Administrative Assistant

1 month ago

Edina, United States Dahl Consulting Full time
Job DescriptionJob Description

Seeking a new job opportunity in the Edina area? Don’t miss this role Dahl Consulting is currently partnering with a leader in the chemicals 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
Company DescriptionOur promise is simple. DAHL has proven year after year that we are flexible, consistent and easy to work with, which is why our clients and consultants have stayed with us, and we've continued to grow throughout the years.

Our clients know they can depend on our efforts, as we hold their priorities in high regard. We genuinely care about each and every relationship and promise to work with the utmost of respect, integrity and high energy, as we continually strive to build long-term relationships.Company DescriptionOur promise is simple. DAHL has proven year after year that we are flexible, consistent and easy to work with, which is why our clients and consultants have stayed with us, and we've continued to grow throughout the years.\r
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Our clients know they can depend on our efforts, as we hold their priorities in high regard. We genuinely care about each and every relationship and promise to work with the utmost of respect, integrity and high energy, as we continually strive to build long-term relationships.

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