Administrative Coordinator
SkyWater Search is partnering with one of our top clients, a leading financial planning and integrated wealth management firm as they look to hire a talented administrative professional to support their Client Account Service team. This role will play a critical role in supporting the company’s mission to provide exceptional client service.
In this role, you’ll manage administrative tasks related to client accounts, collaborate with team members, and ensure accurate and efficient client documentation. You’ll also work on a team of highly accomplished and caring professionals.
Responsibilities
-Assist in preparing client meeting materials, reports, and paperwork. -Maintain accurate client records in our CRM and custodian systems. -Support client transactions, account setup, and paperwork processing. -Coordinate meeting preparation, including agenda review and document organization. -Help with firm-wide data entry, service projects, and office support.
Desired Skills and Experience
-Detail-oriented with strong organizational and communication skills. -Previous experience in an administrative support capacity within the financial services industry. -A collaborative team player who thrives in a client-focused environment. -Comfortable with CRM systems and managing financial documentation.
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ABOUT SKYWATER SEARCH
Start with your Short List
Led by a group of seasoned search industry professionals, SkyWater Search Partners brings new focus to a novel concept, “Short List Search.” Our purpose is to leave a lasting impression on the clients we serve by providing individuals who will make a measurable difference in their business. We strive to consistently deliver great results to our clients in a very timely manner.
Practice Areas
Our practice areas are led by highly experienced executive recruiters who take great care in fully understanding client requirements and candidate qualifications.
• Accounting and Finance
• Information Technology
• Operations
• Engineering
• Sales
• Marketing
• Human Resources
• Legal
• Construction
• Supply Chain
• Consumer Package Goods (CPG)
Founded on long-standing relationships and hundreds of successful placements throughout the Twin Cities business community, SkyWater Search Partners is a proven resource for clients and candidates looking to quickly and confidently explore their “short list” of best choices. Count on us to find the best people – and the best fit.
