Firm Administrator

Job overview

The Firm Administrator role is onsite in Minneapolis, MN, with a hybrid opportunity after six months. Compensation is not specified. Stevens Foster Financial Advisors provides tax planning, tax return preparation, financial planning, and investment advice to executives and professionals. Reporting to the general manager, the administrator oversees non-client-facing operations so the firm can support its clients and professionals. The role coordinates accounting, payroll, human resources, financial reporting, and administrative relationships across the firm.

What you'll do

• Manage accounting and payroll processing, vendor payments, client invoicing, receivables, and banking deposits
• approve discretionary language in client agreements
• draft monthly advisory fees from client accounts
• prepare financial reports
• manage banking relationships, human resources, recruiting, benefits administration, and performance management
• track tasks assigned by the general manager
• manage landlord relationships and liaise with IT consultants.

What we're looking for

Skills & competencies

firm administrator

minneapolis mn

stevens foster financial advisors

hybrid after six months

monday to friday

accounting

payroll

quickbooks online

human resources

financial reporting

recruiting

401(k) match

health insurance

parental leave

Work arrangement

• Weekend coverage required

Benefits & perks

• Paid time off, paid holidays, and voluntary paid time off
• 401(k) and matching
• health, dental, and vision insurance
• short- and long-term disability insurance
• health savings account
• flexible spending accounts
• life insurance
• parental leave.

Why this role

Hybrid opportunity after six months; seven years of small-firm accounting experience and QuickBooks Online experience required; accounting degree and CPA license preferred.

About the employer

Stevens Foster Financial Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.