Client Service Specialist / Executive Assistant
About The Position
Carlson is a family-owned financial and investment company and private family office (Carlson Family Office). Our family office team provides comprehensive services including wealth planning, investment management, tax, insurance, and personal services to four generations of family members. We are committed to delivering exceptional service with the highest standards of professionalism and confidentiality.Our office is located in the Carlson Towers in Minnetonka and offers a collaborative environment with amenities such as an onsite caf and fitness center. We provide a hybrid work schedule, competitive compensation, and a comprehensive benefits package.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
- Bachelors 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
Nice To Haves
- Previous family office experience preferred
- Salesforce experience is a plus
Responsibilities
- Banking AdministrationWork closely with our clients, the wealth planning team, and accounts payable on all banking needs for the familyWork directly with the banking point of contact to open and close accounts, administer credit cards, assist with card fraud, and process money transfersCoordinate and complete investment account opening and subscription documentation
- Insurance AdministrationWork closely with wealth planning team on annual insurance renewals for property and casualty insuranceCoordinate insurance bills for paymentWork with family members and insurance brokers on insurance claims
- Personal Services Coordinate renewal of drivers 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
- Technology & Records ManagementMaintain family portal and CRM systemsEnsure accurate record retention and provide backup support within the team
Benefits
- Our benefits package is designed to support your health, well-being, and financial security, helping you thrive both professionally and personally.
- Health and Wellness: Comprehensive medical, dental, and vision insurance plans, telehealth and mental health support services, and wellness incentives
- Financial Security: 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
- Work-Life Balance: Hybrid work environment with minimum of three in office days per week, and generous paid time off including vacation, sick, and holidays
- Professional Development: Opportunities for training, certifications, and continuing education
- Additional Perks: Onsite caf and fitness center
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
11-50 employees
