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...