Top 35 trustee Jobs in minnesota

Financial Paraplanner
Affiance Financial —Minneapolis, MN
- $50,000 - $60,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Ability to walk for extended periods
- Profit sharing
- Health savings account
Quick Apply
Executive Speechwriter (Executive Content Manager)
Mayo Clinic —Rochester, MN
- $125,444.80 - $181,875.20 a year
- Weekends as needed
- Management
- Research
- Bachelor's degree
- Health savings account
- Health insurance
English for Speakers of Other Languages (ESOL) Instructor (Temporary, part-time)
Minnesota State —Minneapolis, MN
- Part-time
- Classroom
- Mid-level
- Master's degree
- Paid parental leave
- Paid holidays
14d
Correctional Officer
Washington County, MN —Minnesota
- $32.26 - $44.83 an hour
- Overnight shift
- Military
- Sanitation
- Pass drug screening
- Paid holidays
- Disability insurance
Portfolio Services Manager II
Computershare —Saint Paul, MN
- $81,000 - $120,000 a year
- Full-time
- Hybrid work
- Military
- Basic math
- Mid-level
- Paid parental leave
- Disability insurance
Psychology Instructor_Community College Faculty (Temporary Part-Time/Adjunct)
Minnesota State —Minneapolis, MN
- Part-time
- Classroom
- Mid-level
- Psychology
- Paid parental leave
- Paid holidays
14d
Administrative Services Specialist
Saint Mary's University —Winona, MN
- $20.00 - $24.25 an hour
- Online Application
- Mid-level
- Office
- Microsoft Office
- Disability insurance
- Health insurance
Executive Assistant
College of St. Scholastica, Inc. —Duluth, MN
- $53,471 - $69,512 a year
- Full-time
- Management
- Research
- Office
9d
Chief Financial Officer / Vice President of Finance
Groves Learning Organization —Saint Louis Park, MN
- $165,000 - $195,000 a year
- CPA
- Finance
- Bachelor's degree
Quick Apply
Account Manager III- Consumer Asset Servicing
Computershare —Saint Paul, MN
- $91,000 - $130,000 a year
- Full-time
- Hybrid work
- 7 years
- Mid-level
- Office
- Paid parental leave
- Disability insurance
Nursing Assistant/Home Health Aide Instructor Adjunct/Temporary Part-Time
Minnesota State —Minneapolis, MN
- Part-time
- Laboratory
- Classroom
- Nursing
- Paid parental leave
- Paid holidays
Associate Director of Institutional Giving
Washburn Center for Children —Minneapolis, MN
- $78,000 - $85,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Computer literacy
- Professional development assistance
Quick Apply
Vice President for Advancement
Gustavus Adolphus College —Saint Peter, MN
- $195,000 - $230,000 a year
- Online Application
- Residential
- University
- Senior level
- Free parking
- Paid parental leave
14d
Fire Fighter-Paid On Call
North Mankato, MN —North Mankato, MN
- $17.86 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- Entry level
Dental Assistant Faculty Adjunct/Temporary Part-Time
Minnesota State —Minneapolis, MN
- Part-time
- Mid-level
- University
- Bachelor's degree
- Paid parental leave
- Paid holidays
Assistant United States Attorney
US Executive Office for U.S. Attorneys and the Office of the U.S. Attorneys —Minneapolis, MN
- $80,609 - $195,100 a year
- Part-time
- Background check
- Writing skills
- Pass drug screening
- Paid holidays
- Health insurance
Bankruptcy Collections Specialist
Blaze Credit Union —Saint Paul, MN
- $31.93 - $36.06 an hour
- Full-time
- Basic math
- Mid-level
- Office
- Dental insurance
- 401(k)
Quick Apply
Dir ERM & IT Int Audit
Medica Services Company LLC —Minnetonka, MN
- $130,300 - $223,400 a year
- CPA
- Office
- 3 years
- Paid holidays
- Health insurance
8d
Director - Assessments
American Registry of Radiologic Technologists —Saint Paul, MN
- $141,287 - $176,609 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Paid holidays
- Health insurance
7d
Master Data Steward (MRO)
Post Consumer Brands —Lakeville, MN
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Continuous improvement
Quick Apply

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Financial Paraplanner

Affiance Financial
Minneapolis, MN

Quick Apply

Job Details

Full-time
$50,000 - $60,000 a year

Benefits

Profit sharing
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Matching gift program
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Financial planning software
Confidential information handling
Microsoft Excel
Microsoft Outlook
Windows
Bachelor's degree
Attention to detail
Client services
Cross-functional collaboration
Cross-functional communication

Full Job Description

Summary Description & Primary Role

The Paraplanner is a client service and support oriented role within the firm. Accountabilities include the timely processing of non-trading-related service surrounding our new and prospective clients’ investment accounts; following through and ensuring service items are completed; providing prompt and courteous support to existing clients and prospective clients. Additionally, this position will often handle maintenance of various information systems including ongoing project-based work as firm needs require. Responsibilities also include assisting financial advisors with meeting preparation, client follow up, and completing financial planning related requests.

About Our Company

Affiance Financial, located in St. Louis Park, Minnesota, is a registered investment adviser (RIA) offering broad-based financial planning services to its clients. Affiance conducts its business according to the highest ethical and professional standards, consistent with all applicable statutes, rules, regulations, and internal procedures. We customize our financial planning services based on client needs and circumstances. For a given client this may include, but is not limited to, retirement planning, estate planning, insurance planning, investment planning, tax planning, and college-funding planning.

Essential Responsibilities

· Establish brokerage and asset management accounts
· Work with clients during office appointments to complete forms and applications
· Oversee the confirmation of all security and service transactions
· Maintain follow up system for pending business and service issues
· Work with clients, third party administrators, custodians, trustees, mutual fund companies, the broker/dealer, financial planners and gift recipients to complete service work and resolve various issues on their accounts
· Assist clients with qualified plan processing questions, such as payouts or rollovers
· Prepare applications, transfer forms and other paperwork to clients for investment transfers
· Resolve all client service issues in person or through email, phone, fax or mail
· Regular communication with clients and team members to gather general information or clarifications
· Work through meeting preparation with the financial planning team Updating and monitoring information in financial planning tools, completing insurance and beneficiary inventories, organizing meeting agendas and Huddle notes, processing RMDs and QCDs, etc

Input client data and create tasks in Client Relationship Management database
Access information across various information systems and data sources – both in-house and vendor/custodian specific
Scan, copy and file all pertinent paperwork per firm retention guidelines
Complete other project-based tasks per evolving business needs

Qualifications Required

· Bachelor’s degree required
· Three to five years in the financial planning/investment management industry preferred, or a representative level of industry knowledge.
· Desire to obtain Series 7 & 66
· Reliable, team player, self-starter, self-sufficient, and hard worker
· Ability to respect and maintain confidentiality
· Excellent customer service orientation with strong verbal and written communication abilities
· Detail oriented with strong ability to follow-through with tasks to completion
· Ability to work both in the client services team and cross functionally with other areas of the firm
· Good understanding of investment management/financial planning industry language and concepts
· Ability to not take things at face value – look beneath the surface, hear what’s not being said– to ensure a thorough, appropriate handling of client-related tasks.
· Ability to contribute to our processes and work within them, and discern exceptions to processes that are occurring
· Strong abilities in Windows and Microsoft Office Suite, particularly Outlook, Excel, and Word
· Experience with Charles Schwab, Salesforce CRM and MoneyGuide pro strongly preferred

Compensation and Benefits

· Competitive salary-based structure commensurate with experience
· Firm-sponsored medical, dental, disability and life insurance, with annual employer contribution to Health Savings Account
· 401(k) Profit-Sharing Plan with a generous employer contribution
· Paid holidays and personal days, in addition to an optional Summer Hours program
· Reimbursements for continuing education and other pertinent higher-education programs
· Matching gift program. We're committed to giving back to our community for worthy causes.
· Business casual work environment
· Complimentary investment management and financial planning services
· Company gatherings and events

Working Conditions and Physical Requirements

The position is situated in a professional office environment. While performing the duties of this job, the employee is regularly required to speak and listen. The employee is frequently required to walk, sit, stand, reach and use hands in an articulate manner. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The position does not require an individual to regularly lift items over 25 lbs.

Disclosures

This job description does not list all the duties of this position. The Paraplanner will be asked by leadership to perform other duties. This individual will be evaluated, in part, based on his or her performance of the responsibilities listed in this job description. Leadership has the right to revise this job description at any time. This job description is not a contract for employment, and either the employee or Affiance may terminate employment at any time, for any reason.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Vision insurance

Ability to Commute:

Minneapolis, MN 55426 (Required)

Work Location: Hybrid remote in Minneapolis, MN 55426

Quick Apply

Refine Your Search

trustee jobs in minnesota

Financial Paraplanner

Executive Speechwriter (Executive Content Manager)

English for Speakers of Other Languages (ESOL) Instructor (Temporary, part-time)

Correctional Officer

Portfolio Services Manager II

Psychology Instructor_Community College Faculty (Temporary Part-Time/Adjunct)

Administrative Services Specialist

Executive Assistant

Chief Financial Officer / Vice President of Finance

Account Manager III- Consumer Asset Servicing

Nursing Assistant/Home Health Aide Instructor Adjunct/Temporary Part-Time

Associate Director of Institutional Giving

Vice President for Advancement

Fire Fighter-Paid On Call

Dental Assistant Faculty Adjunct/Temporary Part-Time

Assistant United States Attorney

Bankruptcy Collections Specialist

Dir ERM & IT Int Audit

Director - Assessments

Master Data Steward (MRO)

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