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Carlson · 1 day ago

Client Service Specialist / Executive Assistant

Minnetonka, MN, US

Full-time

Hybrid

Mid Level

$75K/yr - $90K/yr

3+ years exp

Carlson Family Office is a private family office serving four generations of an affluent family, committed to delivering exceptional service. The Client Service Specialist / Executive Assistant plays a vital role in supporting clients with financial and personal services, coordinating with various internal departments and ensuring smooth operations.

HospitalityTravel

Responsibilities

Work closely with our clients, the wealth planning team, and accounts payable on all banking needs for the family

Work directly with the banking point of contact to open and close accounts, administer credit cards, assist with card fraud, and process money transfers

Coordinate and complete investment account opening and subscription documentation

Work closely with wealth planning team on annual insurance renewals for property and casualty insurance

Coordinate insurance bills for payment

Work with family members and insurance brokers on insurance claims

Coordinate renewal of driver’s licenses, travel visas, and passports

Support family logistics, including transportation, and special events

Help coordinate residential moves and set up of utilities

Renew annual memberships, permits, etc

Ad hoc projects for family members as requested

Maintain family portal and CRM systems

Ensure accurate record retention and provide backup support within the team

Qualification

Financial client serviceExecutive assistanceMicrosoft OfficeSalesforceProfessional demeanorCommunication skillsOrganizational abilitiesAttention to detailAdaptability

Required

Bachelor's degree with at least three years of experience in financial client service, executive assistance, or office management

Exceptional communication and client service skills

Strong organizational abilities and attention to detail

Professional demeanor, discretion, and adaptability

Proficiency in Microsoft Office

Preferred

Previous family office experience

Salesforce experience is a plus

Benefits

Comprehensive medical, dental, and vision insurance plans, telehealth and mental health support services, and wellness incentives

401(k) plan with company match, employer provided life and disability insurance, health savings account with employer contribution, and flexible spending accounts for medical and dependent care expenses

Hybrid work environment with minimum of three in office days per week, and generous paid time off including vacation, sick, and holidays

Opportunities for training, certifications, and continuing education

Onsite café and fitness center