Executive Assistant

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

Avantages offerts par ce poste

Full benefits package

Paid training and licensing support

Cross-training in Operations and-Mark

Résumé du poste

The Well in St. Louis Park, MN is seeking an Executive Assistant / Office Coordinator to be the first friendly face for clients and a trusted extension of the COO’s office. This role keeps day-to-day operations smooth, supports marketing events, client touches, and cross-trains across Operations and Marketing.

You will coordinate calendars, manage communications, and help shape a professional office culture while ensuring exceptional client service.

Qualifications

• Excellent written and verbal communication skills.
• Very detail-oriented with strong organizational discipline.
• Genuine empathy for clients and a servant-leader mindset.
• 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.

Responsabilités

• Run front desk operations, route calls, manage mail, email, packages, and client correspondence.
• Prepare conference rooms and lobby for client/advisor meetings, ensure technology works.
• Protect the team's time with calendar discipline and timely reminders.
• Assist advisors with gathering client documents, surveys, and materials; flag life events.
• Scan, file, and organize records for compliance.
• Order office supplies, track IT and equipment, schedule repairs/maintenance.
• Assist with event logistics, marketing materials, and occasional registrations.
• Coordinate staff meals, gifts, and special arrangements.

Connaissances

Strong communication

Attention to detail

Empathy for clients

Proactive problem solving

Resilience in fast-paced env

Discretion with confidential info

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


• -Full benefits package


• -Paid training and licensing support


• -Cross-training in Operations and Marketing, with lateral growth into Marketing or Client Services