Description Our client is a respected wealth management firm committed to providing excellent customer service to their clientele. In line with their success, they are presently seeking a dynamic and polished Administrative Coordinator to join their team. This role is a contract-to-hire opportunity, meaning their ultimate goal is to make you a permanent part of their team. It's is 100% onsite, without hybrid flexibility, and is located in the Wayzata, MN area.Your key responsibilities will include:
Greeting and welcoming clients
Coordinating with team advisors regarding client portfolios
Handling administrative duties
Taking charge of paperwork such as account openings and money transfers
Effectively managing phone interactions, and conducting follow-ups with clientele regarding their inquiries, scheduled appointments, and next procedures
REQUIRED is a solid grasp of IRA operations, differences between Roth and non-Roth IRAs, rollovers, among others - this is essential to this role
The ideal candidate may also have light trading responsibilities, given they possess a series 7 or 66 license.
Requirements
At least 2 years of wealth management or related work experience
REQUIRED is a solid grasp of IRA operations, differences between Roth and non-Roth IRAs, rollovers, among others - this is essential to this role
Series 7 or Series 66 license (preferred but not mandatory)
Must have sharp communication skills, be personable, and able to engage comfortably with clients
High level of prioritization and multi-tasking skills
Extraordinary attention to detail
A desire for long-term commitment to the role and company
If these are checkboxes you check and this role interest you, please reach out to us at: 952-473-0442. Thank you! Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .