Administrative Assistant

Accredited Investors Wealth Management®; Edina (MN); On-site; USD 70,000 - 102,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan with employer match

Paid parental leave

Volunteer time off

Job summary

Accredited Investors Wealth Management® is seeking a talented Administrative Assistant to support a team of Wealth Managers. You will manage client scheduling, calendar coordination, meeting readiness, and documentation for 3–5 senior leaders, ensuring a seamless experience for clients and external partners.

The ideal candidate has acute attention to detail, independence, and proactive problem-solving abilities, enabling smooth operations in a professional services environment.

Qualifications

• 3+ years of administrative support experience in a professional services setting.
• Service-oriented mindset with polished interactions in all communications.
• Professional communication skills, both written and verbal, concise, timely and warm.

Responsibilities

• Provide polished, service-oriented administrative support to 3–5 senior leaders.
• Coordinate client scheduling and meeting logistics with timely reach outs and reschedules.
• Serve as calendar delegate for designated leaders and manage day-to-day calendar needs.
• Triage correspondence and support deadlines to protect time for commitments.
• Prepare and distribute agreements and documents to clients, serving as notary when needed.

Skills

Administrative support

Communication

Calendar management

Problem solving

Tools

Zoom

Teams

Outlook

Job description

Accredited Investors Wealth Management® is seeking a talented full-time Administrative Assistant to primarily support a team of Wealth Managers. This role will be accountable for client scheduling, calendar coordination, meeting readiness, documentation, and administrative workflow support for 3-5 designated senior leaders to create a seamless experience for clients and external partners. The ideal candidate will have acute attention to detail and exhibit independence with an ability to proactively solve problems.

Who We Are

We are a high-performing group of 60+ team members who are passionate about delivering exceptional service for our clients and being a sought-after place to work. Founded in 1987, Accredited is focused on delivering industry leading wealth management services to over 600 families, providing an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Fiercely independent and 100% owned by a group of actively engaged employee shareholders, Accredited manages approximately $4.4 billion of investment assets as of 12/31/2025.

We demonstrate our commitments – to our clients, our colleagues, and our community – through our values, culture, and mindset:

Values-Based:

Our values are embedded within our work through our deep relationships with our clients, connection and camaraderie with colleagues, philanthropic contributions, and sustainability efforts within our community.

Culture-Focused:

The Cultural Constitution from which we operate at Accredited isn’t meant to be aspirational; it’s practiced in our daily work. By actively applying gratitude and compassion, and functioning as one team, we strive to influence the future of our firm through our core values.

Curiosity-Minded:

We are building a diverse team of individuals who are comfortable asking questions, not simply answering them.

Primary Responsibilities

• Provide polished, service-oriented administrative support to designated 3-5 senior leaders and/or members of the Wealth Management team
• Actively manage client scheduling & coordinate meeting logistics, including timely reach outs, reschedules, and assisting with meeting preparation
• Serve as a calendar delegate for designated leaders, owning day-to-day calendar oversight, while balancing client needs, personal preferences and firm priorities
• Supports daily and weekly workflow support by triaging correspondence, assisting with deadline management and ensuring adequate time is protected for commitments
• Initiate and respond to client, internal and external communications in a warm, respectful and professional manner
• Comprehensively document and maintain client information in firm’s CRM and related systems
• Prepare and distribute agreements and related documents to both current and prospective clients, serving as notary when needed
• Assist with preparation of internal and external events
• Provide flexible support for additional administrative team and other duties as assigned.

Who Will Be Successful

The ideal candidate is highly organized, detail-oriented, and proactive, with a strong sense of ownership over their work. They are comfortable managing multiple priorities, anticipating needs before they arise, and taking pride in delivering a polished and consistent experience. This individual operates with professionalism, communicates clearly and thoughtfully, and thrives in a collaborative, team-based environment. They are flexible and service-oriented, with the judgment and follow-through needed to support multiple leaders, balance competing priorities, and contribute to a seamless experience for clients, colleagues, and external partners.

What You Offer

• 3+ years of administrative support experience in a professional services setting required
• Service-oriented mindset and willingness to consistently deliver a polished experience in all interactions
• Professional communication skills, both written and verbal, with ability to be concise, timely and warm
• Strong technical proficiency and/or ability to learn quickly, including experience with:
• Communication (Zoom, Teams, Outlook)
• Strong judgment, decision making and prioritization skills, with the ability to anticipate needs and solve problems
• Ability to work independently while collaborating effectively, remaining flexible and adaptable during high-volume or fast-changing periods of time,
• Commitment to compliance and client confidentiality with strict adherence to firm policies and compliance metrics
• Physical demands: Lift 10+ pounds and able to efficiently operate standard office equipment (telephone, computer, copier, etc.).

What We Offer

Accredited Investors Wealth Management® offers a competitive compensation and comprehensive benefits package designed to support employees professionally and personally.

Our core benefits include medical, dental, vision, disability, and life insurance, along with a 401(k)-plan featuring generous employer contributions and match. We also offer enhanced benefits including pet insurance; adoption and fertility assistance; financial support for professional development and certifications; personal financial and investment planning services; charitable match; and a marketplace-leading time-off allowance, including paid parental and grandparental leave, and paid volunteer time.

Employees enjoy a recently renovated, sustainably focused, beautifully appointed workplace with thoughtfully designed collaboration spaces, a fitness center, pickleball courts, outdoor patio, state-of-the-art technology, electric vehicle charging stations, and amenities that enhance our work environment.

Accredited is committed to promoting diversity and inclusion in our hiring process and is proud to be an equal opportunity employer. We welcome qualified applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity or expression), national origin, genetics, disability, age, veteran status, and any other characteristic protected by federal, state, or local laws.

Estimated Total Compensation Opportunity: $75,000 to $102,000, based on experience, skills, and qualifications, including a base salary of $70,000 to $95,000 and annual firm-wide profit sharing.

Annual firm-wide profit sharing is calculated as a percentage of eligible base salary earnings and is subject to meeting the firm's growth, profitability, and plan provisions. The maximum profit-sharing payout is up to 7.5% of eligible earnings through five years of service and up to 15% thereafter.

For more information about our firm, please visit our website at https://www.accredited.com/. Please direct all questions to [e-mail].