Executive Assistant

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

Job Description

Financial advisor seeking fulltime Executive Assistant to aid in the operations of a financial services practice.

Responsibilities

• Facilitate meeting reservations and reminders
• Prepare client case notes
• Email meeting recaps
• Coordinate detailed filing systems and maintain client records and database
• Manage day-to-day calendar
• Schedule meetings
• Monitor daily email
• General copying and filing
• Assist with pre-meeting packets, reports, forms, etc.
• Facilitate and monitor correspondence
• Delegate customer service for Advisor’s clients
• Coordinate holiday gifts and cards
• Tracking and monitoring new business and account/policy services
• Maintain a neat and orderly workspace
• Cross coordination of business and personal calendar
• Many miscellaneous tasks

Qualifications

• Compliance with all operating policies and procedures
• Previous experience with Microsoft Office Suite to specifically include Outlook, Excel, Power Point, ACT
• Strong interpersonal skills, commitment to a collegial work style and mutual accountability
• Experience with CRM software preferred
• Superior attention to detail and top tier organizational skills
• Understanding and commitment to a business professional workplace environment
• Self-motivation and adaptable
• Ability to manage time to accommodate priorities of fast-paced Advisor
• Some college, 4-year degree preferred
• Excellent communication skills, strong written and verbal
• Positive attitude, enthusiasm and outgoing
• Must be a critical thinker and problem solver
• Sense of humor

Company Description

Boutique financial planning firm that values client and employee relationships as our top priority.

Core Values

• Relationships
• Trust
• Integrity
• Discipline
• Time