Administrative Accountant Salary in Minneapolis, MN

Work directly with financial advisors and trust clients to create, enhance, and expand their relationship with Ameriprise. Fiduciary administration of complex estate and personal trust accounts. Review and interpret Wills and Trust agreements. Confer with attorneys, financial advisors and clients regarding establishment, administration, and operation of trust accounts. Responsible for establishing and maintaining positive client relationships, quality customer service, and client retention.Key ResponsibilitiesResponsible for overall trust account servicing, including initial and ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients and attorneys, research of legal issues, detailed knowledge of state and federal statutes governing trust administration, and interpretation of and execution of actions as directed by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc. Actively participate in Trust Administrative Sub-Committee meetings. Perform administrative account reviews annually.Work with advisors, attorneys, accountants, and family members to ensure timely and accurate estate settlement including review document to determine dispositive provisions, review/approve payment of final expenses, coordinate gathering of material/documents for the final income tax return and estate tax return, determine whether other assets flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisors, etc.Assist in the sales process for Personal Trust; review and analyze documents, propose changes, negotiate and provide legal research as necessary, oversee and monitor account establishment and funding. Responsible for identification of core business opportunities in the Ameriprise Financial Advisor channel via outbound call component. Actively participate in Trust Administrative Sub-Committee meetings to discuss new business, terminations, discretionary distributions and other issues as necessary.Coordinate preparation of trust tax returns and Agency letters with accountant, address coding and other issues impacting preparation of returns, develop new policies and procedures to address enhancements and changes, review tax returns for accounts administered, assist other team members as necessary to help ensure timely preparation and review of all returns is completed.Lead and/or participate in other projects as a subject matter expert (e.g., IRA development, coordination with Financial Planning, litigation settlement, system conversions, etc).Required QualificationsExperience in trust management.Good written and oral communication skills.Strong organizational skills and attention to detail.Ability to prioritize and follow through.Good analytical and problem-solving skills.Preferred QualificationsTrust investment background and/or experience with brokerage and/or delivery of trust services through alternative channels helpful.FINRA Series 7, 63, 65/66.About Our CompanyWe're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.Full-Time/Part-TimeFull timeExempt/Non-ExemptExemptJob Family GroupBusiness Support & OperationsLine of BusinessBANK BankPDN-9bb5308a-ced8-43fb-a2c6-42ece6c8ddfc

JPFA, LLC - Joel Pieper Fine ArtsOffice Assistant (part-time: 1 day/week, on site)COMPANY OVERVIEWJoel Pieper Fine Arts At JPFA LLC we care for artworks, artifacts, and antiques with a wide range of museum-quality art-handling options. The services we provide include installation, packing & crating, transportation, display design & fabrication as well as collection care & management. We serve museums, corporations, private collectors, public art administrators, galleries, auction houses, and artists and offer our specialized capabilities for all projects - however large or small.We are looking for someone with great communication skills, who is competent, reliable, mature, responsible, and flexible. The successful candidate will have a good work ethic, helping with the day-to-day bookkeeping as well as providing support to the small business owner. Highly competent with Apple computers, Microsoft Office and general tech skills. ROLE SUMMARYJPFA, LLC needs a dedicated assistant to handle general office management. The successful candidate will work closely with an outside accounting firm and communicate all costs payable and receivable via QuickBooks. CORE ACCOUNTABILITIES-Process incoming and outgoing invoices-Administer QuickBooks in consult with the accountants-Sort mail-Order office supplies-Oversee bank accounts-Deposit checks-Provide general information technology support-Handle all tax forms and payments-Work with the accounting firm on year-end closing-Maintain current certificates of insurance for clients-Help with day-to-day office management and other duties as requested by the ownerLOCATION:The job requires on-site work (sorting mail, depositing checks, and physical office organization).These duties will be primarily carried out from the owner's home office in the Northeast Minneapolis Arts District.QUALIFICATIONS:-Experience with QuickBooks-Some education in accounting/businessDESIRED QUALIFICATIONS:- Great communication skills- Demonstrable career path in office administration, business, and/or accounting- There could be additional hours for personal assistance (ad hoc): run errands, pick up cat food, buy art Materials, water the garden, etc.COMPENSATION:-$20 - $30/hour, depending on experienceVACCINATION REQUIREMENTAll employees working in our offices or affiliated venues are required to obtain and maintain up-to-date COVID-19 vaccinations. Those (i) who are disabled or who have a qualifying medical condition that contraindicates a COVID-19 vaccination, or (ii) who objects to being vaccinated on the basis of a sincerely held religious belief, observance or practice may request an exemption from the vaccination requirement.HOW TO APPLY:Please send a 1-page resume along with a brief statement on why this job is of interest to you to: [email protected] Kindly include "Office Assistant" in the subject line.

Adams & Martin Group is seeking Real Estate Legal Assistant to join a law firm in Downtown Minneapolis. This is a direct hire position with a hybrid work model. Your responsibilities will include:Assisting attorneys in drafting and reviewing legal documents related to real estate transactions.Managing communication between clients, attorneys, and relevant parties. Coordinating and scheduling meetings, appointments, and deadlines.Conducting legal research and compiling information.Organizing and maintaining physical and electronic files, ensuring all documents are accurate and up to date.Assist team with real estate closings.Process attorney reimbursements and client invoices.Providing general administrative support, including answering phones, managing emails, and processing invoices.Position Requirements:1+ years experience of legal adminisntrative assistant experience in a law firm preferred. Strong organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously.Excellent written and verbal communication skills, including proficiency in grammar and proofreading.Proficiency in Microsoft Office Suite and legal software applications.Ability to work both independently and collaboratively in a fast-paced environment.Interest in the real estate industry. Bachelor's degree or paralegal certification in a related field is a plus.All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.