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.
SkyWater Search Partners is working with a well-established, independent wealth management firm is seeking a licensed paraplanner who is passionate about providing exceptional service and support. This role is ideal for someone who values professionalism and has the ability to maintain strict confidentiality.
In this role, you will play a key role in ensuring the accuracy and integrity of client account information. You will work closely with advisory teams to fulfill client requests, address inquiries, and troubleshoot issues. This position requires a proactive, solution-oriented approach and a commitment to collaboration.
visit us
601 Carlson Parkway | Suite 900
Minneapolis, Minnesota 55305
