Executive Assistant/Client Services Manager

Position Title: Administrative Assistant Location: Minnetonka, MN Start Date: March 2025

About Us:

Discipline Advisors is a forward-thinking Financial Advisory firm dedicated to empowering clients with a comprehensive range of financial products and personalized wealth management solutions. Our supportive team environment encourages motivated individuals to excel in their roles. We offer a robust platform that includes alternative investments, advisory solutions, and traditional investment products, all while prioritizing exceptional client service.

Position Overview:

The Administrative Assistant will be an essential support resource for our financial advisors, ensuring streamlined operations within the firm. This position includes managing administrative tasks, preparing investment documentation, facilitating seamless client interactions, and enhancing communication between clients and staff. The ideal candidate is detail-oriented, organized, and adept at managing multiple tasks efficiently while upholding professionalism and confidentiality.

Key Responsibilities:

· Client Support & Relationship Management:

o Serve as the first point of contact for clients, managing communications, scheduling meetings, and performing administrative tasks.

o Greet clients upon arrival, ensuring a welcoming atmosphere and assisting them as needed for meetings with advisors.

o Build and nurture relationships with clients, providing exceptional service and support during their interactions with the firm.

· Administrative Task Management:

o Maintain accurate and confidential client information within CRM systems.

o Prepare and track documentation for various financial transactions, including real estate deals and investment accounts.

o Collaborate with external partners like title companies and investment sponsors to facilitate timely transaction processing.

· Client Onboarding & Continual Assistance:

o Assist with client onboarding processes, ensuring a smooth transition and clear communication between clients and the advisory team.

o Monitor ongoing client transactions and investment timelines, keeping clients informed throughout the process.

o Provide ongoing support for inquiries related to investments and documentation, maintaining a proactive approach.

· Team Collaboration & Internal Support:

o Assist the advisory team with meeting coordination, internal communications, and administrative needs related to client services.

o Foster effective cross-departmental communication to achieve cohesive workflow and collaboration.

o Uphold a high level of confidentiality regarding client and firm information.

Qualifications:

· Associate’s degree or higher preferred or 5 years of experience in financial services support or a client-facing role.

· Exceptional verbal and written communication skills with the ability to engage professionally with clients and team members.

· Strong organizational skills, attention to detail, and the ability to manage multiple priorities in a dynamic work environment.

· Proficiency in Microsoft Office 365; familiarity with CRM systems and financial software is a plus.

· Commitment to maintaining confidentiality and adhering to regulatory compliance and privacy policies.

· Willingness to pursue securities licensing with employer support.

· A positive, proactive attitude and an eagerness to undertake diverse responsibilities.

Featured Benefits:

· 401(k) matching

· Comprehensive health, dental, and vision insurance

· Paid time off and life insurance

· Disability insurance and health savings account options

Job Types: Full-time, Part-time

Pay: $60,000.00 - $70,000.00 per year

Expected hours: 40 per week

Schedule:

• 8 hour shift
• Choose your own hours
• Monday to Friday

Ability to Commute:

• Mankato, MN 56001 (Preferred)

Ability to Relocate:

• Mankato, MN 56001: Relocate before starting work (Preferred)

Work Location: Hybrid remote in Mankato, MN 56001

Salary : $60,000 - $70,000