Client Service Specialist / Executive Assistant

Carlson Inc • Minnetonka, MN

41d • $75,000 - $90,000 • Hybrid

About The Position

The Client Service Specialist / Executive Assistant is a key member of the family office team, responsible for supporting clients across a range of financial and personal services. This client-facing role involves direct interaction with family members and the wealth planning team, in addition to coordination with internal departments including accounts payable, tax, and investments.

Requirements

• Bachelor’s degree with at least three years of experience in financial client service, executive assistance, or office management
• Exceptional communication and client service skills
• Strong organizational abilities and attention to detail
• Professional demeanor, discretion, and adaptability
• Proficiency in Microsoft Office; Salesforce experience is a plus

Nice To Haves

• Previous family office experience preferred

Responsibilities

• Work closely with our clients, the wealth planning team, and accounts payable on all banking needs for the family
• Work directly with the banking point of contact to open and close accounts, administer credit cards, assist with card fraud, and process money transfers
• Coordinate and complete investment account opening and subscription documentation
• Work closely with wealth planning team on annual insurance renewals for property and casualty insurance
• Coordinate insurance bills for payment
• Work with family members and insurance brokers on insurance claims
• Coordinate renewal of driver’s licenses, travel visas, and passports
• Support family logistics, including transportation, and special events
• Help coordinate residential moves and set up of utilities
• Renew annual memberships, permits, etc.
• Ad hoc projects for family members as requested
• Maintain family portal and CRM systems
• Ensure accurate record retention and provide backup support within the team

Benefits

• Comprehensive medical, dental, and vision insurance plans, telehealth and mental health support services, and wellness incentives
• 401(k) plan with company match, employer provided life and disability insurance, health savings account with employer contribution, and flexible spending accounts for medical and dependent care expenses
• Hybrid work environment with minimum of three in office days per week, and generous paid time off including vacation, sick, and holidays
• Opportunities for training, certifications, and continuing education
• Onsite café and fitness center

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level