Opportunity Description
Description
We are looking for an Administrative Assistant to join a collaborative team in Minneapolis, Minnesota. This role focuses on keeping client and financial records organized, supporting day-to-day administrative and bookkeeping activities, and ensuring sensitive information is handled with care. The ideal candidate is detail-oriented, comfortable working with documents and financial data, and confident managing multiple priorities in a client-facing environment.
Responsibilities:
• Maintain accurate client files and supporting records, including organizing family-related documentation and updating internal information as needed.
• Oversee the upload, organization, and tracking of financial and tax-related documents within secure client portal systems.
• Handle outgoing and incoming client correspondence, including preparing mailings, distributing documents, and supporting communication follow-up.
• Assist with routine fina...
We are looking for an Administrative Assistant to join a collaborative team in Minneapolis, Minnesota. This role focuses on keeping client and financial records organized, supporting day-to-day administrative and bookkeeping activities, and ensuring sensitive information is handled with care. The ideal candidate is detail-oriented, comfortable working with documents and financial data, and confident managing multiple priorities in a client-facing environment.
Responsibilities:
• Maintain accurate client files and supporting records, including organizing family-related documentation and updating internal information as needed.
• Oversee the upload, organization, and tracking of financial and tax-related documents within secure client portal systems.
• Handle outgoing and incoming client correspondence, including preparing mailings, distributing documents, and supporting communication follow-up.
• Assist with routine fina...
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