EA to Financial Advisor: Client Care & Ops

WEALTH LOGIC INC; Plymouth (MN); On-site; USD 42,000 - 64,000; Full time

Job summary

WEALTH LOGIC INC in Minnesota is seeking a full-time Executive Assistant to support a financial advisor in daily operations, scheduling, client communications, and document preparation. The role emphasizes meticulous calendar management, meeting coordination, and accurate record-keeping across client databases, with an emphasis on professional service and confidentiality.

Candidates should have strong MS Office skills, CRM experience, and a proactive, team-oriented attitude within a fast-paced

Qualifications

• Experience supporting a financial advisor or professional services is preferred.
• Strong communication and professional workplace etiquette.
• Proactive, organized, and able to manage multiple priorities.
• Ability to maintain confidential client information.
• Familiarity with scheduling, filing, and document prep.
• Bachelor’s degree or 4-year college preferred.

Responsibilities

• Coordinate meeting reservations and reminders for the advisor.
• Prepare client case notes and pre-meeting packets.
• Email meeting recaps and maintain client records.
• Manage day-to-day calendar and schedule meetings.
• Monitor daily email and respond to urgent inquiries.
• Coordinate filings, reports, and forms with accuracy.
• Provide support with CRM data entry and updates.
• Maintain a neat, efficient workspace and filing system.
• Assist with miscellaneous tasks to support operations.

Skills

Interpersonal skills

Attention to detail

Written and verbal communication

Time management

Self-motivated and adaptable

Education

Some college or bachelor's preferred

Tools

Microsoft Office Suite (Outlook, Excel, PowerPoint)

ACT

CRM software experience

Job description

WEALTH LOGIC INC in Minnesota is seeking a full-time Executive Assistant to support a financial advisor in daily operations, scheduling, client communications, and document preparation. The role emphasizes meticulous calendar management, meeting coordination, and accurate record-keeping across client databases, with an emphasis on professional service and confidentiality.

Candidates should have strong MS Office skills, CRM experience, and a proactive, team-oriented attitude within a fast-paced