Ascent Associate of Client Experience - Minneapolis, MN

U.S. Bank National Association • Minneapolis, MN

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About The Position

Ascent Private Capital Management is an ultra-high net worth wealth management firm providing advisory and consulting services, with a focus on clients with a net worth of $75 million and above. Working side by side with multiple generations of families, Ascent offers a combination of traditional wealth management services and leading-edge wealth impact strategies for establishing a personal family legacy while providing ongoing, comprehensive, and integrated services. These Ascent efforts generate revenue through a combination of investment management fees, private banking (including lending) and other family office services (advisory services including reporting, consulting, education, and family meetings).

The Ascent Associate of Client Experience is an administrative representative supporting the Minneapolis Regional Office across all functional areas of the Ascent business including Trust, Banking, and Investments. Working with the various department leads, this role helps to support day-to-day client activities and tasks. As directed, may coordinate document execution with
clients directly to support account openings and/or to resolve compliance exceptions. Develops working knowledge of assigned areas and execution of standard departmental procedures. Works proactively to manage the administrative tasks of each department, including:
- Banking: Coordinate account opening documents, branch transactions (deposits, cashiers checks, etc.) and statement support.
- Investments: Support client meeting prep, investment review books, private capital subscription documents and trade advice management.
- Family Office Services: Facilitate account opening documents, trust check deposits, tax document requests (K1s & 1099s) and statement set-up.
- General Office Management: Coordinate the tracking and processing of expense invoices, office supply and materials inventory, maintenance activities (a/v technology, lighting, cleaning, etc.), meeting coordination and logistical prep (scheduling, materials, room set-up, etc.)

Requirements

• Associate degree, or equivalent work experience
• Five or more years of administrative support experience in a banking environment

Nice To Haves

• Superior knowledge of departmental operations/policies and bank products/services
• Excellent interpersonal, verbal and written communication skills
• Exceptional customer service skills
• Ability to identify and resolve exceptions and to interpret data
• Ability to resolve complex problems with minimal guidance
• Excellent computer skills, especially Microsoft Office applications

Responsibilities

• Coordinate account opening documents
• branch transactions (deposits, cashiers checks, etc.)
• statement support
• Support client meeting prep
• investment review books
• private capital subscription documents
• trade advice management
• Facilitate account opening documents
• trust check deposits
• tax document requests (K1s & 1099s)
• statement set-up
• Coordinate the tracking and processing of expense invoices
• office supply and materials inventory
• maintenance activities (a/v technology, lighting, cleaning, etc.)
• meeting coordination and logistical prep (scheduling, materials, room set-up, etc.)

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

What This Job Offers

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