Administrative Client Associate

Chief Administrative Officer & EOS Integrator | Director of Relationship Management at The Parr McKnight Wealth Management Group

POSITION SUMMARY

We’re seeking a dedicated Administrative Client Associate passionate about delivering exceptional client service. This role at The Parr McKnight Wealth Management Group involves engaging with clients, supporting office operations, and collaborating with the Leadership team. The ideal candidate is proactive, detail-oriented, and excels in a fast-paced environment. Key responsibilities include managing team schedules, coordinating client engagement materials, and ensuring operational excellence.

This position is vital to providing an outstanding client experience with professionalism and accuracy.

• Manage schedules, send reminders, and handle calendar communication.
• Welcome clients and visitors warmly, offering refreshments as needed.
• Politely answer calls, provide first-level service, and take detailed messages as needed.
• Keep office areas, including reception and meeting spaces, professional and tidy.
• Respond promptly to emails and professionally resolve issues.
• Update and maintain client data for scheduling, fees, and marketing.

• Contribute to team operational improvements.
• Maintain office and conference room supplies, ensuring readiness for meetings.
• Prepare and organize client files to meet compliance requirements.
• Process deposits, checks, ACHs, journal requests, and payments.
• Oversee and maintain office equipment, addressing issues as needed.

• Client-focused and relationship-driven.
• Analytical, proactive, organized and detail-oriented.
• Thrives in a fast-paced environment and capable of managing multiple priorities.
• Proactive and adaptable. A natural problem-solver who is innovative and self‑motivated.
• Positive attitude— displays professionalism and enthusiasm in all interactions.
• Comfortable with technology, including CRM systems and Microsoft Office.

• Excellent customer service skills and proficiency with Microsoft Office.
• Strong written and verbal communication skills; ability to explain complex topics simply.
• Proficiency with CRM systems and financial software preferred.
• Bachelor’s degree in Finance, Business, or related field preferred.

• Family‑oriented culture:
  Join a close‑knit team where camaraderie and client relationships come first.
• Professional growth:
  We encourage lifelong learning and provide continuous training, mentorship, and support.
• Competitive benefits:
  Enjoy a comprehensive benefits package, performance‑based bonuses, and a work environment that values work‑life balance.
• Unique client experience:
  Join a team known for creating lasting client connections, celebrating milestones, and delivering exceptional client service.

Parr McKnight Wealth Management Group is an established wealth management firm dedicated to helping people live their best lives. We’re honored to serve individuals, families, and professionals with diverse and complex financial needs. At Parr McKnight, we foster a collaborative, family‑oriented culture where every team member is valued, supported, and encouraged to grow. Our team takes pride in delivering high‑touch service, working together seamlessly, and going above and beyond to make a meaningful impact for each client.

We’re proud of our collaborative, high‑touch culture—rooted in five core values:

• We Genuinely Care
• We Get Stuff Done
• We Go the Extra Mile
• We Are Resilient
• We Have a Growth Mindset

If you’re a client-service superstar who wants to grow in a dynamic and supportive environment, we’d love to hear from you. Submit a current resume to . Questions regarding this opportunity? Please call 612‑324‑0235
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• Entry level

• Full‑time

• Finance and Sales