Find & Apply For Account Manager / Representative Jobs in Montevideo, Minnesota

Company Overview MJT & Associates is an independent Registered Investment Adviser (RIA) in the comprehensive wealth management sector, with two offices in Excelsior and Montevideo, Minnesota, and serves clients nationwide. MJT & Associates provides financial planning and investment management services, utilizing platforms such as Redtail CRM, eMoney, Black Diamond, and Schwab for portfolio management and custodial operations. The firm distinguishes itself by combining a high-touch, relationship-based service model with established workflows, emphasizing in-person trust for its community-focused client base, and sustaining resilience through longstanding regional ties. The operating environment is structured but expects personal workflow ownership; training resources are in place, but new hires are expected to learn proactively, manage varying work intensity by season, and work primarily in-office—particularly for roles tied to direct client engagement. Overview Own your workflows. Know your clients. Get things done. The firm runs on well-built processes, a get-things-done culture, and a two-person team that moves fast and expects the same from everyone around them. They're adding an Relationship Manager/Executive Assistant to the Montevideo office, the firm's operational center, and this role is the connective tissue between the advisor, the clients, and everything that needs to happen before and after every meeting. This role exists to take the client-facing front line off the advisor's and operations manager's plates. You'll be the dependable first point of contact — handling incoming calls, scheduling, and travel coordination — and the person who prepares meeting materials, gets forms ready and signed, and organizes the follow-up after client meetings. The firm runs on well-built workflows, and your job is to learn, own, and reliably execute them keeping the relationship and meeting machinery running smoothly. This is not an administrative job where someone hands you tasks. You'll own your workflows, take initiative during the slower seasons, and be the kind of person who sees something that needs doing and does it. Key Responsibilities Client Service & Scheduling Handle all incoming client calls and meeting scheduling for the principal and firm Prepare meeting forms and ensure appropriate signatures are collected Serve as a visible, welcoming in-person point of contact for the office Workflow & Data Management Maintain and update client data using the firm's CRM and other internal systems Follow detailed operational processes for client onboarding, follow-up, and support Communicate process changes or issues during mandatory weekly meetings Meeting Support & Follow-up Assist with pre-meeting organization and post-meeting documentation using AI summaries Track meeting outcomes, schedule future meetings, and support client-facing preparation Coordinate with the operations manager to ensure smooth handoffs Office & Operational Ownership Take initiative to address outstanding tasks, cleanup, or special projects during slow periods Ensure consistency and accuracy in task execution, minimizing errors Participate in ongoing process improvements and adopt evolving systems/tools as needed Key Traits What We're Looking For Reliability and punctuality with zero tolerance for time mismanagement Strong sense of ownership over assigned workflows Ability to communicate efficiently within a small team Detail-oriented, follows instructions and procedures precisely Proactive in addressing bottlenecks and suggesting process updates Highly Desired (But Not Required) Experience in customer service, healthcare, or high-volume administrative roles Familiarity with CRM, Office 365, or similar workflow tools Comfort with both fast-paced and slower, self-directed work cycles Strong interpersonal skills and ability to build client trust in person Are you a fit? Why work with us Essential operations role directly supporting 225 client relationships Highly structured environment with established workflows and clear expectations Opportunities for ownership and process improvement within your work lane Direct mentorship and feedback from principal—small-team impact Competitive hourly pay plus quarterly revenue bonus, phone stipend, and professional development support Why you might not be a fit You prefer fully remote/virtual work with little in-person client contact You dislike structured processes or routine administrative work You struggle with punctuality, reliability, or honest time tracking You require constant direction or oversight You are uncomfortable with both high-volume 'busy season' and slower independent work cycles Benefits 401k with 5% match, $50,000 life insurance, professional education support, phone and healthcare stipend

Pay:

$27.00 - $30.00 per hour

Benefits:

401(k) matching Flexible schedule Life insurance Paid time off Professional development assistance Retirement plan

Education:

Associate (Preferred)

Work Location:

In person