Administrative Support

The Administrative Support team at Accredited Investors Wealth Management® plays a crucial role in ensuring the seamless operation of the organization. Comprising Executive Assistants, an Operations Clerk, a Scheduling Coordinator, and an Administrative Services Manager, this team efficiently manages schedules, coordinates internal and external communications, and supports daily operations. Their efforts enable the financial planning professionals to focus on delivering personalized strategies to clients, reinforcing the company's commitment to building deep relationships and enhancing client experiences.