Administrative Assistant

Accredited Investors Wealth Management® is seeking a talented full-time Administrative Assistant to primarily support a team of Wealth Managers. This role will be accountable for client scheduling, calendar coordination, meeting readiness, documentation, and administrative workflow support for 3-5 designated senior leaders to create a seamless experience for clients and external partners. The ideal candidate will have acute attention to detail and exhibit independence with an ability to proactively solve problems.

We are a high-performing group of 60+ team members who are passionate about delivering exceptional service for our clients and being a sought-after place to work. Founded in 1987, Accredited is focused on delivering industry leading wealth management services to over 600 families, providing an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives.

Fiercely independent and 100% owned by a group of actively engaged employee shareholders, Accredited manages approximately $4.4 billion of investment assets as of 12/31/2025.

We demonstrate our commitments – to our clients, our colleagues, and our community – through our values, culture, and mindset:

Values-Based
:

Our values are embedded within our work through our deep relationships with our clients, connection and camaraderie with colleagues, philanthropic contributions, and sustainability efforts within our community.

Culture-Focused
:

The Cultural Constitution from which we operate at Accredited isn’t meant to be aspirational; it’s practiced in our daily work. By actively applying gratitude and compassion, and functioning as one team, we strive to influence the future of our firm through our core values.

Curiosity-Minded
:

We are building a diverse team of individuals who are comfortable asking questions, not simply answering them.

• Provide polished, service-oriented administrative support to designated 3-5 senior leaders and/or members of the Wealth Management team
• Actively manage client scheduling & coordinate meeting logistics, including timely reach outs, reschedules, and assisting with meeting preparation
• Serve as a calendar delegate for designated leaders, owning day-to-day calendar oversight, while balancing client needs, personal preferences and firm priorities
• Supports daily and weekly workflow support by triaging correspondence, assisting with deadline management and ensuring adequate time is protected for commitments
• Initiate and respond to client, internal and external communications in a warm, respectful and professional manner
• Comprehensively document and maintain client information in firm’s CRM and related systems
• Prepare and distribute agreements and related documents to both current and prospective clients, serving as notary when needed
• Assist with preparation of internal and external events
• Provide flexible support for additional administrative team and other duties as assigned.

The ideal candidate is highly organized, detail-oriented, and proactive, with a strong sense of ownership over their work. They are comfortable managing multiple priorities, anticipating needs before they arise, and taking pride in delivering a polished and consistent experience. This individual operates with professionalism, communicates clearly and thoughtfully, and thrives in a collaborative, team-based environment. They are flexible and service-oriented, with the judgment and follow-through needed to support multiple leaders, balance competing priorities, and contribute to a seamless experience for clients, colleagues, and external partners.

• 3+ years of administrative support experience…