Executive Assistant

The Well; Saint Louis Park (MN); Sur place; USD 60 000 - 80 000; Plein temps

Avantages offerts par ce poste

Bonus potential

Full benefits

Paid training and licensing support

Cross-training in Operations and Marké

Résumé du poste

The Well, a growing financial services firm in Saint Louis Park, MN, seeks an Executive Assistant / Office Coordinator to keep the office running smoothly and ensure every client feels valued.

You will be the first welcome, support the COO, help shape office culture, assist events, and coordinate operations and marketing tasks while building strong client relationships.

Qualifications

• Excellent written and verbal communication skills.
• Strong attention to detail and process discipline.
• Servant-leader mindset with a customer-first approach.
• Proactive, ownership-driven problem solving in a fast-paced environment.
• Ability to maintain confidentiality and exercise sound judgment.

Responsabilités

• Run front desk operations, route calls, manage mail and client correspondence.
• Prepare conference rooms and ensure meeting technology works.
• Protect time with calendar discipline and triage to keep schedules on track.
• Assist advisors with client documents and follow-ups on life events.
• Scan, file, and organize records for compliance.
• Order office supplies and track IT and equipment inventory.
• Support event logistics and marketing materials, including registrations.
• Coordinate staff meals, gifts, and special arrangements.

Connaissances

Written communication

Verbal communication

Attention to detail

Servant-leader mindset

Proactive problem solving

Discretion

Adaptability

Description du poste

Executive Assistant / Office Coordinator

Location: St. Louis Park, MN

Compensation: $60,000–$80,000 base (commensurate with experience) + bonus potential + full benefits

We're hiring an Executive Assistant / Office Coordinator on behalf of our client—a growing financial services firm based in St. Louis Park, MN, specializing in retirement planning and investment strategies.

This firm is scaling, and its standard hasn't changed: exceptional clients, served by extraordinary people, supported by disciplined systems. If you love being the person who keeps an office running smoothly and makes every client feel like the most important person in the room, we'd love to meet you.

Why this role?

• -Be the first welcoming impression for clients—in the office and on the phone
• -Serve as a key extension of the COO's office, keeping day-to-day operations seamless
• -Help shape office culture, from employee recognition and team building to thoughtful client touches
• -Support the Marketing team with client events, educational seminars, and outreach
• -Work a stone's throw away from one of the industry's leaders in tax and retirement planning
• -Get cross-trained across Operations and Marketing, with room to move into Marketing or Client Services

What you'll do:

• -Run front desk operations, route calls promptly, and manage mail, email, packages, and client correspondence
• -Prep conference rooms and lobby for client and advisor meetings, including checking that technology is working
• -Protect the team's time through calendar discipline, phone triage, and friendly nudges to keep things on track
• -Help advisors gather client documents, surveys, and materials, and flag client life events for personal follow-up
• -Scan, file, and organize records for RIA compliance
• -Order office and breakroom supplies, track IT and equipment inventory, and schedule repairs and maintenance
• -Assist with event logistics, marketing materials inventory, and occasional event registration and follow-up calls
• -Coordinate staff meals, gifts, and special arrangements

What you bring:

• -Strong written and verbal communication skills
• -High attention to detail and process discipline
• -Genuine empathy for clients and a servant-leader mindset
• -A proactive, "See It, Own It, Solve It, Do It" approach
• -Resilience and adaptability in a fast-paced, always-improving environment
• -Sound judgment and discretion with confidential information

What we offer:

• -$60,000–$80,000 base salary, commensurate with experience
• -Bonus potential
• -Full benefits package
• -Paid training and licensing support
• -Cross-training in Operations and Marketing, with lateral growth into Marketing or Client Services