401(k) & Insurance Service Associate

DSB Rock Island • Minnetonka, MN

3d • Onsite

About The Position

DSB Rock Island is hiring a 401(k) & Insurance Service Associate to support retirement plan administration, insurance operations, and wealth management client service in a collaborative, growth-focused environment. This role supports the client service experience of a Top 25 Twin Cities CPA & Wealth Management firm where relationships, responsiveness, and operational excellence matter.

Requirements

• Strong organization and attention to detail
• Client-first mindset with strong communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Process improvement and problem-solving mindset
• Proficiency in Microsoft Office and Adobe Acrobat
• 2+ years of administrative and/or operations experience in professional services or accounting

Responsibilities

• Support 401(k) administration and retirement plan operations
• Assist with insurance applications, claims, and policy servicing
• Coordinate client service requests and follow-up activities
• Maintain service calendars, records, and account documentation
• Prepare reports, spreadsheets, and client meeting materials
• Support financial administration and account maintenance
• Partner with advisors and operations leadership to deliver exceptional client service

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree