Overview
Back Office Assistant Jobs in Minneapolis, MN at The Well
Title: Back Office Assistant
Company: The Well
Location: Minneapolis, MN
Now Hiring: Back Office Assistant (Branch Office Associate)
Minneapolis, MN | Full-time (8:00 AM – 5:00 PM, M–F)
We’re looking for an experienced Back Office Assistant / Branch Office Associate (BOA) to join our client's team. This role is essential in supporting advisors, strengthening client relationships, and ensuring smooth day-to-day operations.
About the Role
As a BOA, you’ll be the operational backbone of advisor-client interactions—helping deliver a high-touch, organized, and compliant client experience.
Key Responsibilities
• Prepare, process, and follow up on client documentation with accuracy and timeliness
• Coordinate and confirm client appointments for a seamless meeting experience
• Support advisors during client meetings, including paperwork execution
• Manage inbound client communications (phone, email, in person) professionally and promptly
• Build strong client relationships through thoughtful, personalized service
• Maintain compliance records and audit-ready documentation
• Safeguard sensitive client and firm information
• Collaborate across teams to ensure smooth workflows
• Assist with firm events, internal communications, and culture initiatives
Tools We Use
• Raymond James (Custodian)
• Wealthbox (CRM)
Compensation & Benefits
• Salary: $60,000 – $75,000 (based on experience)
• Health Insurance
• 401(k)
• 3 weeks PTO
• Fully paid annual 7-day international service trip
What We’re Looking For
• Prior industry experience strongly preferred
• Detail-oriented, organized, and proactive
• Strong communication and relationship-building skills
• Ability to manage multiple priorities in a fast-paced environment
Interview Process
• 2–3 interviews (including a culture discussion)
• Relationship-driven, thoughtful hiring approach
Interested or know someone who’d be a great fit? Apply now!
