Information Technology Jobs in Andover
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Working at Goosehead
We've worked hard to earn the trust of our clients, so we are highly selective in our hiring process. If you think you have what it takes to grow with our company, we would love to meet you.
Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people.
Principal Duties and Responsibilities
- The primary responsibility of an Account Executive is to build a book of business through:
- Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
- Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.
Compensation Summary
The Account Executive position has a first-year average on-target earnings of $90,000. Our compensation package consists of a base salary plus uncapped variable commissions, and a one-time conditional sign-on bonus.
Licensing, Training, and Position Requirements:
- Goosehead will cover one-time costs of all training courses and exam fees to obtain your insurance license
- This role is contingent on you passing your licensing exam, obtaining the state issued license, and successfully completing the Goosehead training program, which will commence on your start date
- Account Executives are equipped with extensive training in , sales process management, business development and more, no previous experience is required.
- Professional development opportunities from the Account Executive role include, but are not limited to, corporate leadership, flexibility with a proven track record, and an apprenticeship program leading to business ownership.
Benefits Summary
- Comprehensive health, vision, disability, life, and dental insurance programs
- 401K Matching Plan
- Employee Stock Purchase Plan
- Paid holidays, vacation, and sick leave
Experience and Education
- Bachelor’s degree, 3.0 GPA preferred.
- Passing the state licensing exam, once hired
- Legally authorized to work the United States
Preferred Skills, Abilities, Soft Skill Factors
- Exceptional written and verbal communication
- Experience in a fast-paced work environment
- B2B or B2C sales experience or related college major
- Competitive attitude
- Networking abilities
- Entrepreneurial spirit
- Problem-solving mentality
- Self-motivated, proactive, and ready to take initiative
- Strong time management
- Strong attention to detail and organization
- Results-driven and committed to continuous improvement
- High integrity and honest communication
Equal Employment Opportunity
Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.
To learn more about our job opportunities, apply here. We look forward to speaking with you!
The Opportunity
We are looking for a Sales Specialist to help us develop the tissue diagnostics market by generating funnel, increasing market share and driving geographical expansion of our consumables and instrument business. The role location is in the area of Minnesota & surrounding states and entails working remote to drive the growth and development of StatLab’s consumable and equipment business across the territory. In this role, you will have the opportunity to promote all StatLab products in accordance with marketing and sales strategies to meet the needs and benefits of the customer. Expand StatLab market share by visiting customers directly and collaborating with distributors/partners to make StatLab the first choice of customers. You will also need to manage channels in order to drive supply and availability of the products.
Duties and Responsibilities
Sales (90% of the time)
- Prepares weekly action plan and schedule to identify specific targets and to project the number of contacts to be made.
- Identifies sales prospects and contacts these and other accounts as assigned.
- Makes a minimum of 10 in-person customer visits per week.
- Follows up on new leads and referrals resulting from field activity.
- Presents and sells company products and services to current and potential clients via in person sales calls.
- Establishes and maintains current client and potential client relationships.
- Coordinates company staff to accomplish the work required to close sales.
- Completes a task and call log daily to include contacts title, phone number, product discussion and next steps.
- Meets or exceeds established monthly Sales Goals on a regular and consistent basis.
- Meets with potential customers in person.
Marketing and Administrative (10% of the time)
- Prepares presentations, proposals, and sales contracts.
- Develops and maintains sales materials and current product knowledge.
- Prepares paperwork to activate and maintain contract services.
- Manages account services through quality checks and other follow-up.
- Identifies and resolves client concerns.
- Prepares a variety of weekly status reports, including activity, closings, follow-up, and adherence to goals.
- Communicates new product and service opportunities, special developments, information, or feedback gathered through field activity to appropriate company staff.
- Develops and implements special sales activities to reduce stock.
- Participates in marketing events such as seminars, trade shows, and telemarketing events.
- Follows up for collection of payment.
- Provides on-the-job training to new sales employees, as needed.
- Performs in a manner consistent with company Core Values and Purpose.
Minimum Knowledge, Skills, and Abilities Required
- Bachelor’s degree in business or marketing and three years B2B experience or five years B2B experience.
- Medical Sales Experience Preferred
- Strong Verbal and Written Communication skills
- Ability to travel up to 50% including overnights
Salary for this position is: Base - $70-$85K based on experience + Variable compensation.
Are you looking for a career that allows you to build momentum, drive results and make an impact? Blue Wave is hiring a Sports Minded Sales Representative to join our team in Minneapolis, MN. This position is ideal for competitive candidates who thrive in team environments. In this entry-level position we are looking for a candidate who thrives on meaningful connections, strategic thinking, and consistent follow-through. In this role, you’ll be responsible for identifying client needs, building long-term relationships, and driving growth—all while delivering the kind of service that earns trust and loyalty.
If you’re organized, self-motivated, and have the ability to adapt quickly, this could position is the first step in a rewarding career.
Sales Representative Responsibilities:
- Maintain and update client information accurately in our CRM
- Partner with the Sales Manager to develop and execute a winning sales strategy
- Deliver a high standard of customer service in every interaction
- Prioritize tasks effectively and manage multiple projects with attention to detail
- Communicate clearly and proactively across internal teams
- Collaborate with operations to ensure smooth service and issue resolution
- Onboard new clients and ensure their expectations are met from day one
- Support and promote current campaigns and initiatives
Sales Trainee Qualifications:
- Successful experience in sales, business development, or marketing is not required
- Proven ability to support clients and maintain strong relationships
- Deep understanding of the sales cycle with a track record of hitting goals
- Strong communication skills and the ability to work independently
- Highly organized with a sharp attention to detail
- Comfortable managing multiple priorities without sacrificing quality
- High school diploma or equivalent
- Flexible schedule and reliable availability
- Must be based in or able to commute to Minneapolis, MN
You’ll Stand Out If You:
- Have a natural ability to connect with people and build rapport
- Are driven, consistent, and solution-oriented
- Thrive in a fast-paced, performance-focused environment
- Enjoy matching client needs with the right products or services
Ready to Join Us?
If you're looking for a role where your work matters, your input is valued, and your results are recognized, we’d love to hear from you. Submit your resumé to apply today!
We Provide Solutions. Patients and Physicians rely on our diagnostic testing, information, and services to help them make better healthcare decisions. These are often serious decisions with far reaching consequences, and require sensitivity, tact, and a clear dedication to service. It’s about providing clarity and hope.
The Hospital Account Executive is responsible for driving growth (new business) and account retention by identifying sales opportunities and managing service requirements for existing hospital accounts.
This is a field-based sales role covering Minnesota, Wisconsin, and Michigan.
- Drive sales growth in existing hospital accounts through targeting new sales opportunities and identifying and closing potential leakage opportunities.
- Ensures customer retention by developing relationships with hospital personnel at multiple levels of the hospital including decision-makers and other key stakeholders.
- Participate with regional sales leaders in developing business plans and effective value propositions to increase volume and profitability in assigned hospital accounts.
- Educate hospital personnel on all processes and procedures including the test order process to ensure accurate and timely transactions.
- Implements fee increases or price changes; enforces contract compliance.
- Provide immediate support for less complex service issues; refer to appropriate resources (e.g.: Customer Solutions) for more complex issues and then follow up on resolution.
- Maintain knowledge of all connectivity products (i.e. Quanum, e-orders, e-prescribe) and new tests.
- Ensures compliance with company policies and government regulations.
Required Work Experience:
- Five (5) years of successful experience providing services to healthcare providers.
- Three (3) years of sales experience
Knowledge:
- Knowledge of reference laboratory business, esoteric tests, and processes
- Knowledge of the healthcare industry, payors, and regulations
Education:
- Bachelor's Degree Required
ABOUT ROOF NINJA SERVICES
Roof Ninja Services is a general contractor with a vision to restore the past and construct the future. Since 2014, we’ve served our community by delivering high-level residential and commercial exterior restoration—from storm damage insurance claims to retail upgrades of roofing, siding, gutters, and windows.
We operate with a ninja mindset: disciplined, prepared, and relentless about results. Our team operates as trusted guides that help homeowners and property managers navigate complex decisions with confidence and integrity. Mastery of the craft, clarity in communication, and follow-through in execution are what set us apart.
At Roof Ninja Services, we foster a positive, empowering working environment that develops people who want more—from their career, their skills, and their impact. We believe when we build strong, capable people, we create a company that wins in the marketplace and serves the community.
JOB SUMMARY
In short, we train the right people. No sales experience required. The position includes:
- Paid training
- $50-150k yearly income (draw + commission) based on your initiative and work ethic
- Continuing education to develop your professional skills and industry knowledge
- Additional sales incentives based on qualification
As an Exterior Solutions Consultant, you are on the front lines of our mission—serving homeowners with clarity, confidence, and care. In this role, you help generate sales for our roofing, window, siding, gutter, and deck services by building relationships, identifying needs, and guiding customers toward smart, lasting solutions.
Like a skilled ninja, you move with preparation and precision. Your responsibilities include lead generation and customer acquisition, customer consultations and presentations, property inspections and estimating, sales closing and contract management, and managing customer relationships through our CRM. You will also develop strong product and industry knowledge, coordinate closely with internal teams to support smooth project execution, and participate in weekly personal and team meetings to continue sharpening your craft.
Successful Exterior Solutions Consultants are knowledgeable, persuasive, and customer-focused. They take pride in earning trust, communicating clearly, and walking homeowners confidently through the process of improving and protecting their homes.
THIS ROLE IS FOR YOU IF…
- You enjoy engaging people face-to-face and know how to read a situation quickly
- You’re competitive with yourself, motivated by performance, and want your effort to directly impact your income
- You don’t fear rejection—you treat it like training, reset fast, and move on to the next opportunity
- You take ownership of your craft and want to sharpen your skills in communication, persuasion, and leadership
- You’re disciplined, self-directed, and take pride in showing up prepared every day
- You want to be part of a team that values mastery, accountability, and winning the right way
- You’re not looking for “just a job,” but a path to build momentum, confidence, and long-term growth—establishing a career with a book of business
MINDSET
- Self-motivated with a strong work ethic and a willingness to hustle
- Positive attitude with a professional demeanor
- Gritty and resilient, with thick skin to handle rejection and move on to the next opportunity
- Able to work independently while also contributing to a high-performing team
- Willingness to learn roofing, siding, and window products and installation processes
SALES SKILLS
- Friendly and people-oriented, with strong interpersonal skills to help customers identify and solve their needs
- Excellent communication and negotiation skills, including the ability to overcome objections and confidently ask for the sale
- Detail oriented and thorough, with the ability to document findings and follow-up without missing critical tasks—ensuring a smooth, professional experience for every customer
- Intuitive and curious, able to ask strong questions, listen well, and guide productive conversations
- Comfortable with door-to-door outreach and cold calling to identify homeowners and businesses that need our services
- Proficient with CRM systems and sales tools—or willing to learn and adapt quickly
PHYSICAL & TECH REQUIREMENTS
- Ability to climb ladders and perform exterior inspections
- Ability to walk and stand for extended periods in varying weather conditions
- Valid driver’s license with reliable, insured transportation
- Reliable smartphone capable of functioning as a mobile hotspot
ADDITIONAL INFORMATION
- Paid training
- $50-150k yearly income (draw + commission) based on your initiative and work ethic
- Continuing education to develop your professional skills and industry knowledge
- Additional sales incentives based on qualification
CONTACT
Send a short letter of interest explaining (1) why you want to work for Roof Ninja Services and (2) how your strengths are a good fit for this role, along with a resume, to
H2I Group is a leading specialty contractor with 100 years of experience in designing, building, and maintaining exceptional athletic, laboratory, technical education spaces, and more. We work with architects and general contractors on projects and customize solutions to bring our client's unique visions to life. One of our greatest assets is the strength of our people. That’s why we’re a 100% employee-owned company that’s always looking for talented, passionate, and driven individuals to build a rewarding career with us. Join our team!
Our Website: out what it's like to work at H2I Group: Linkedin Facebook Twitter Glassdoor
We're looking to hire a Sales Representative to help oversee our Midwest territory where they're responsible for selling Laboratory Casework & Equipment to General Contractors, Architects, and end-users.
Our Sales Representative will:
- Develop, manage, and grow intimate, customer-centric relationships with General Contractors, Architects, and End-users within Educational and Commercial Construction markets.
- Meet established division sales and profitability goals.
- Meet established sales metric goals for facetime, proposals, close rate.
- Exceed customer expectations as evidenced by customer surveys.
- Exceed internal and external customer expectations for quality and service.
- Timely response to requests for information including returning all calls as quickly as possible (within 24 hours)
- Establish and manage subcontractor relationships.
- Perform all work in a “Can Do” customer-friendly manner.
- Construction, laboratory or architectural experience a plus
- Salesforce experience a plus
Travel Requirements:
- Travel within the assigned territory
- Limited overnight travel
What’s in it for YOU:
At the H2I Group, we believe that people are the most important part of our business. We are proud to be an Employee-Owned Company and offer the following benefits:
- Competitive Compensation Package: Salary, Commission, 401K, Company stock/ESOP
- Potential Bonuses: Merit incentive bonuses in Spring & Fall
- Employee Benefits: Medical, Dental, Vision, STD, LTD, Life Insurance
- Flexible work schedule
- Education Benefits: Undergraduate degree partial tuition, master’s degree full tuition, and continuing education optional
- Education Scholarship Awards: Employees' children and grandchildren are eligible to receive scholarship awards for continuing education.
This job description does not necessarily include all job functions and responsibilities. Employees may be asked to perform additional related duties and tasks. Management reserves the right to revise and update the job description at any time.
Haldeman-Homme Holdings, Inc. and its subsidiaries are proud to be an Equal Employment Opportunity and Affirmative Action employer. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Position Overview
dormakaba is seeking a Sales Representative based remotely in the greater Minneapolis/St. Paul, MN area. This individual is responsible for creating demand for dormakaba products within targeted vertical markets. The Sales Representative approaches customers consultatively, asking informed questions, probing to identify unspoken needs, and aligning those findings with catered solutions that address customer requirements.
HIRING SALARY RANGE: Base Salary $83,000 - $95,000 (Salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.) Plus, a generous Sales Incentive Compensation. Please visit our career site for more information on benefits.
What You Will Do
- Collaborate with the team to achieve annual sales targets across product lines
- Create demand for assigned territories
- Manage and grow market share - 75% of time with existing customers focusing on expanding product mix / 25% of time focusing on new, qualified prospects
- Establish and strengthen relationships with outside sales teams of aftermarket-focused contract hardware distributors, wholesale channel partners, and low voltage system integrators
- Influence owner’s standards manuals to increase business and solidify dormakaba product approvals in owner’s construction standards. ploy “try me” samples to influence decision makers through product testing
What we require
- High school diploma or GED
- 2+ year sales experience
- Travel 50% + (within territory)
What we prefer
- B.S. in Sales, Business, Marketing, or similar field
- Familiarity with Customer Relationship Management (CRM) software – Salesforce
- Knowledge of door hardware product lines
- Experience in electronic sales
What we offer
- Taking Care of our Employees on Day One with Medical, Dental, Vision, Life and Disability Insurance coverage options. No waiting periods!
- Your health is our priority, we offer Medical Wellness Programs to aid in your well-being
- Vacation and Personal Time Off
- We support your growing family; we provide Parental Leave for Moms and Dads!
- Wisely plan for your future with our 401k Matching plan beginning on Day One
- Discover your best attributes using CliftonStrengths to pave the way for success at dormakaba
- Supporting your career development with our Tuition Reimbursement Program
- Robust culture supporting internal advancement with our Learn and Grow Program
- 24/7 access to over 15,000 LinkedIn Learning courses to assist in your professional development and to expand on your individual interests.
- Employee Assistance Programs
- Voluntary Legal Insurance
- Unlimited Referral Reward Bonuses
- Corporate Discounts for shopping, travel and more!
Who we are
We are at the heart of every place that matters. From automatic doors to cloud-based access management – as a leading global provider in the access solutions market for schools, banks, airports, hospitals, hotels, and many more, we enable seamless movement within secure, safe, and sustainable places. With over 160 years of experience and a focus on excellence and innovation, we offer exciting opportunities to grow in an environment where you can make a real impact. At dormakaba, you are encouraged to take initiative, develop your skills, and build your career alongside 16,000 experts worldwide who are setting industry standards every day.
Work in a place where you matter – apply now!
Administrative Assistant | $21/hr | Contract-to-Hire | Onsite – Brooklyn Park, MN
Our client is looking for an Administrative Assistant to provide essential office support and help keep daily operations running smoothly. In this role, you'll assist with documentation, organization, and communication needs throughout the department. If you enjoy multitasking, staying organized, and being the go?to person for administrative coordination, this could be a great fit. Apply now!
Who You Are:
- Comfortable handling a variety of administrative tasks in a fast?paced environment
- Strong verbal and written communication skills
- Able to manage time independently and maintain confidential information
- Familiar with common office software such as Word, Excel, and PowerPoint
- Previous experience in an office or customer-facing environment is a plus
What You’ll Do:
- Support daily office functions including maintaining files, records, and basic tracking systems
- Assist with preparing documents such as reports, letters, and internal communications
- Organize and distribute incoming communication, including email and physical mail
- Manage general supply needs and help maintain orderly workflow
- Draft responses or gather information for routine inquiries
Diversity Statement:
We actively support and promote people of various backgrounds, from race, religion, and gender to geographical area, university, lifestyle, and personality types. Our client base is diverse, and we strive to reflect that in every opportunity. Apply now!
Compensation
What does this position pay?
Compensation is determined by several factors including skillset, experience level, and geographic location. The expected range for this role is $21/hr.
Senior Underwriting Compliance Specialist
Edina, MN | Hybrid - 1 day per week in office (Wednesday)
Monday–Friday: 7:00am – 4:00pm
72 hours per biweekly pay period (every other Friday off)
About the Company
The Minnesota Workers’ Compensation Insurers Association (MWCIA) is a data-driven organization supporting Minnesota’s workers’ compensation system. We provide trusted, transparent information that strengthens the industry and ultimately helps protect people. At MWCIA, you’ll join a collaborative, purpose-driven team that values both precision and people.
Our work matters, and so do the individuals who do it. We are guided by our core values:
- Customer First – We listen, respond, and serve
- Quality Focused – We take pride in our accuracy
- Always Learning – We grow skills, knowledge, and community
- With Empathy – We care for people, not just the process
- Objective – We apply rules with fairness and clarity
MWCIA offers a supportive hybrid work environment, flexible scheduling, meaningful work, and opportunities to grow professionally while contributing to a mission that impacts workers and employers across Minnesota.
About the Role
The Underwriting Compliance Specialist serves as a subject matter expert on Minnesota workers’ compensation classification, rating, and coverage rules. This role provides consultative guidance to insurers, agents, employers, and regulatory stakeholders to ensure consistent interpretation and compliant application of Minnesota workers’ compensation statutes, manuals, and regulatory requirements. This position supports the Work Comp Resource Center by interpreting complex underwriting rules, assisting with regulatory filings, and responding to technical inquiries related to classification, policy forms, coverage determinations, and rating procedures. The role requires strong analytical skills, sound underwriting judgment, and the ability to communicate complex regulatory information clearly.
Responsibilities
Regulatory Interpretation and Compliance
- Serve as a subject matter expert on Minnesota workers’ compensation classification, rating plans, and coverage rules.
- Interpret and apply Minnesota workers’ compensation statutes, manuals, and regulatory rules to resolve complex classification and coverage questions.
- Provide consultative guidance to insurers, agents, and employers regarding regulatory requirements, classification determinations, and policy interpretation.
- Ensure consistent application of regulatory requirements and underwriting rules across industry stakeholders.
Technical Support and Industry Guidance
- Respond to technical inquiries from carriers, agents, employers, and regulatory stakeholders through phone, written correspondence, and other communication channels.
- Provide clear and accurate explanations of workers’ compensation regulations and underwriting practices.
- Maintain a high standard of customer service while addressing complex and technical inquiries.
Regulatory Filings and Manual Maintenance
- Support the development and maintenance of manual rules, rating plans, and policy forms.
- Participate in regulatory filings submitted through SERFF and other regulatory submission systems.
- Analyze Minnesota statutes and legislative changes and assist in preparing regulatory filings and submissions to the Minnesota Department of Commerce.
Assigned Risk Plan Processing
- Analyze and process Assigned Risk Plan applications including payroll and classification review.
- Review submissions for completeness and accuracy and ensure compliance with underwriting guidelines and regulatory requirements.
- Maintain appropriate documentation related to classification decisions and regulatory interpretations.
Collaboration and Technical Leadership
- Collaborate with internal teams to research regulatory issues and ensure accurate and compliant outcomes.
- Mentor colleagues and provide technical guidance on complex underwriting and regulatory matters.
- Participate in internal knowledge sharing and training to support consistent interpretation of rules and procedures.
Additional Responsibilities
- Maintain current knowledge of workers’ compensation regulations, industry trends, and legislative changes.
- Participate in professional meetings, training sessions, and industry discussions as appropriate.
- Perform additional duties and responsibilities as assigned by management.
Qualifications
5–10 years of workers’ compensation insurance experience including underwriting, regulatory, or compliance responsibilities.
Required Skills
- Strong knowledge of workers’ compensation classification systems, rating plans, and underwriting practices.
- Experience interpreting and applying Minnesota workers’ compensation statutes, rules, and manuals.
- Experience analyzing regulatory requirements and preparing or supporting regulatory filings.
- Strong written and verbal communication skills with the ability to explain technical concepts clearly.
- Ability to manage multiple priorities while maintaining accuracy and attention to detail.
- Strong organizational and analytical skills.
- Proficiency with Microsoft Office applications including Word and Excel.
Preferred Skills
- Bachelor’s degree or equivalent industry experience.
- Experience preparing regulatory filings through SERFF.
- Experience working with the Minnesota Department of Commerce.
- Demonstrated ability to mentor or coach colleagues on underwriting or regulatory matters.
Compensation package
- 36-hour workweek with every other Friday off.
- Generous PTO and paid holidays | 6 weeks (216 hours) of paid time off annually.
- Hybrid schedule with in-office requirement one day per week (Wednesdays).
- Medical and Dental coverage (75% employer-paid / 25% employee-paid).
- Vision coverage (employee-paid option).
- 401(k) plan options including Traditional, Roth, and After-Tax contributions w/ company match.
- 100% employer-paid Short-Term Disability and Parental Leave.
- Monthly employee activities, including catered lunches.
- Convenient Edina location near I-494 & France Avenue with on-site restaurants.
- Access to Centennial Lakes walking trails and complimentary fitness center.
Equal Opportunity Statement
This job description does not necessarily list all the functions or accountabilities of the job. Employees may be asked by management to perform additional duties and tasks. Management reserves the
Trustpoint One is pleased to partner with a top tier law firm in its search for an Estates and Trust Administration Paralegal to support the Private Client, Trusts and Estates Practice. The firm represents executors, trustees, and beneficiaries in the full range of trust and estate administration matters, from the settlement of estates to tax return preparation and audits, to ongoing trust accounting and implementation. This position offers hybrid flexibility in the Minneapolis office.
Estate and Trust Administration Paralegal Duties:
- Lead contact for personal representatives for estates and trusts, beneficiaries, financial advisors, and accountants. Work with financial advisors and others to maintain accurate financial records.
- Manage daily estate aspects under moderate supervision.
- Coordinate probate of Wills and appointment of personal representatives and assist in preparation for hearings, including use of a HotDocs probate drafting system.
- Assist clients to identify, collect, and document assets, use EstateVal software and interface with qualified appraisers and outside financial parties, and arrange for payment of debts and expenses.
- Prepare and file Federal and State estate and inheritance tax returns; assist attorneys in preparation of income and fiduciary returns; facilitate tax payments and distributions to beneficiaries; terminate estates; prepare and file fiduciary accountings.
- Prepare Federal gift tax returns and manage Crummey letter notification processes.
- Utilize title databases and public information, interface with title companies to provide attorneys information from land records.
- Coordinate the delivery of certain family office services with the firm’s integrated family office, for a customized client experience.
Qualifications:
- Bachelor’s degree and/or paralegal certificate is required.
- 3+ years’ experience.
- Extensive knowledge of the administration of trusts and estates.
- Ability to manage confidential information with discretion, strong interpersonal skills to build a rapport with clients, and a desire to grow in the position.
- Experience with basic computer programs (including Excel), iManage and InTapp and a familiarity with basic accounting functions is required.
- Ability to walk clients through basic software functions such as e-signature processes.
- Familiarity with OneSource and Trustdesk tax return preparation systems.
- Familiarity with Minnesota probate procedure and court rules.
All candidates must be able to work on a computer screen for a sustained amount of time.
If you would like to learn more about the Estate and Trust Administration Paralegal position please submit your resume in Word format.
Trustpoint.One provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.