Executive Assistant

Northwestern Mutual Twin Cities; Golden Valley (MN); Sur place; USD 50 000 - 70 000; Plein temps

Résumé du poste

A leading wealth management firm in Golden Valley is seeking an Executive Assistant and Client Experience Coordinator. This role demands 5+ years of experience in business administration and excellent communication skills to manage client services and assist the advisory team. You will be responsible for maintaining client records, preparing for meetings, and ensuring a high level of client satisfaction. Strong organizational skills and a keen attention to detail are essential to succeed in this pivotal position. Join us in providing client-focused financial solutions.

Qualifications

• 5+ years of experience in business administration.
• Demonstrated ability to maintain effective working relationships with clients.
• Ability to work both independently and as part of a team.

Responsabilités

• Manage all client service needs and resolve issues promptly.
• Act as the primary liaison between the advisory team and clients.
• Prepare the advisor for meetings and maintain accurate client records.

Connaissances

Attention to detail

Communication skills

Organizational skills

Time management

Initiative

Formation

Bachelor’s degree in business or finance

Description du poste

Join Vaughan Financial, a premier wealth management team dedicated to shifting the financial planning experience from complex to clear. With a 23-year history of excellence, our firm has built a reputation for high-integrity, holistic planning that puts the client’s best interest at the heart of every decision. Recently recognized as a 2026 Forbes Best-in-State Wealth Management Team, we combine sophisticated financial analysis with a deeply personal approach.

We are currently seeking a highly motivated Executive Assistant and Client Experience Coordinator. This pivotal role is designed for a professional with exceptional attention to detail and a passion for providing the best possible service to our clients. We pride ourselves on a culture of professional growth, proactive service, and seamless collaboration, where every team member plays a vital role in our clients’ peace of mind and the continued success of our practice.

Responsibilities

• Work with team and clients to manage all client service needs – addressing inquiries and resolving issues promptly delivering a high-level experience
• Act as the primary liaison between the advisory team, clients, and the home office.
• Prepare advisor for each meeting
• Handle case notes, processing correspondence, maintaining client case files, and filing new statements, account forms and other materials as necessary.
• Maintain accurate client records and reporting
• Manage our client data system (CRM), including organization, client notes, reports, and future activities
• Participate in weekly and monthly team meetings to assess goals and provide updates on cases.
• Effectively communicate with the team prioritizing time-sensitive tasks.
• Tasks and other projects as they arise

Qualifications

• 5+ years of experience in business administration
• Bachelor’s degree in business, finance and/or equivalent work experience
• Demonstrated ability to maintain effective working relationships with clients
• Able to work both independently and on a team
• Ability to maintain a high degree of confidentiality
• Excellent oral and written communication skills
• Strong organizational and time management skills with the ability to set priorities and meet deadlines
• Strong attention to detail with the ability to work with a high degree of accuracy
• Someone who can take initiative
• Ability to think critically and make informed decisions

Forbes Best-In-State Wealth Management Teams (1/2026), Research & ranking provided by SHOOK® Research, LLC – Data as of 3/31/25. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.