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The Parr McKnight Wealth Management Group · 1 day ago

Administrative Client Associate

Minneapolis, MN

Full-time

Onsite

New Grad, Entry Level

The Parr McKnight Wealth Management Group is an established wealth management firm dedicated to helping individuals and families with diverse financial needs. The Administrative Client Associate will engage with clients, support office operations, and collaborate with the Leadership team to ensure an outstanding client experience.

Asset ManagementConsultingFinancial ServicesWealth Management

Hiring Manager

Patricia Kavanagh, FPQP®

Responsibilities

Manage schedules, send reminders, and handle calendar communication

Welcome clients and visitors warmly, offering refreshments as needed

Politely answer calls, provide first-level service, and take detailed messages as needed

Keep office areas, including reception and meeting spaces, professional and tidy

Respond promptly to emails and professionally resolve issues

Update and maintain client data for scheduling, fees, and marketing

Contribute to team operational improvements

Maintain office and conference room supplies, ensuring readiness for meetings

Prepare and organize client files to meet compliance requirements

Process deposits, checks, ACHs, journal requests, and payments

Oversee and maintain office equipment, addressing issues as needed

Qualification

Customer service skillsMicrosoft OfficeCRM systemsFinancial softwareWritten communicationAnalytical skillsVerbal communicationDetail-orientedProblem-solvingAdaptability