Administrative Assistant to Wealth Managers – Client-Focused

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 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.