Job Description
Description
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.
Responsibilities:
• 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 pos...
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.
Responsibilities:
• 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 pos...
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