Executive Assistant

Socket.dev; Scottsbluff (NE); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid time off

Paid holidays

Professional development

Job summary

Upland Private Wealth is seeking an Executive Assistant in Scottsbluff, NE to support a high-touch advisory team. Responsibilities include calendar management, scheduling client meetings, CRM follow-through, and general office coordination to keep advisors focused on client service.

The ideal candidate will be highly organized, dependable, and proactive, with 1–3+ years in administrative environments and proficiency in Microsoft Office and CRM tools.

Qualifications

• 1-3+ years in administrative support, executive assistance, or high-touch environments.
• Exceptional organization, dependability, punctuality, and follow-through.
• Strong attention to detail managing calendars, client information, CRM tasks, and deadlines.
• Professional written and verbal communication with clients.

Responsibilities

• Provide administrative, scheduling, and office coordination support.
• Manage appointments, calendar needs, and meeting preparation for advisors.
• Update and document client servicing activities in the CRM.
• Assist with travel planning, events, and light technology issues.
• Support with light marketing tasks as capacity allows.

Skills

Administrative support

Executive support

Calendar management

CRM tools

Microsoft Office

Client service

Discretion

Tools

CRM systems

Job description

Description

Executive Assistant

Location: Scottsbluff, NE

Pay Range: $55,000 – $65,000 Base Salary

Type: Full-Time, In Person

Schedule: Monday-Friday, 8:15 AM – 4:30 PM

Hiring Firm: Upland Private Wealth

Reporting To: Founder & Wealth Advisor

Join Our Team at Upland Private Wealth - Upland Private Wealth is an independent wealth advisory boutique committed to simplifying the complexity of clients’ financial lives through clear, objective advice, comprehensive planning, and highly personalized service. The team takes pride in going the extra mile for clients, creating a boutique experience defined by responsiveness, personal attention, and a relationship-driven approach.

Position Overview

Upland Private Wealth is seeking an Executive Assistant to serve as a dependable administrative and client-service support partner for a high-touch advisory team. This role is centered on scheduling, calendar coordination, client administrative reviews, CRM follow-through, office organization, event support, and day-to-day assistance that helps advisors remain organized, prepared, and focused on serving clients.

This position is ideal for someone who is extremely organized, dependable, proactive, technologically comfortable, and strong at follow-through. Prior wealth management experience is not required; the team is intentionally open to candidates from administrative, healthcare, professional services, banking, legal, client service, hospitality, event coordination, or other high-touch environments where organization and client management are essential.

Your Role & Responsibilities

You will provide administrative, scheduling, and office coordination support, including but not limited to:

Scheduling, Calendar & Advisor Support

• Manage the team’s appointment process, including scheduling and confirming client meetings
• Follow up with clients when appointments need to be scheduled or rescheduled
• Track scheduling-related tasks to ensure deadlines, reminders, and follow-up items do not fall through the cracks
• Help advisors remain organized and prepared by anticipating calendar needs, meeting preparation items, and next steps
• Coordinate client appointments, internal meetings, and related logistics with professionalism and accuracy
• Serve as a reliable support resource who helps make the advisors’ days more organized and efficient

Client Administrative Reviews & CRM Follow-Through

• Assist with lighter administrative client-service items, including beneficiary reviews, address reviews, and contact information updates
• Gather, verify, and update routine client information with accuracy and attention to detail
• Interact directly with clients for straightforward administrative needs in a polished and professional manner
• Document required client servicing activities in the CRM according to the firm’s established servicing structure
• Track follow-up items, recurring tasks, and service deadlines through completionEnsure details, deadlines, and client-service tasks are captured clearly so nothing gets lost

Office Administration, Events & Light Technology Support

• Support general office administration, including ordering supplies, scanning receipts, maintaining organization, and assisting with miscellaneous administrative projects
• Assist advisors and team members with day-to-day administrative needs, internal coordination, and special projects as assigned
• Support travel planning, event planning, event logistics, and related administrative coordination for client and team events
• Provide basic technology assistance for straightforward issues such as password resets, user ID setup, and common client or user troubleshooting needs
• Assist with light marketing support as capacity allows, such as basic social media coordination, social media posting, or simple website updates
• Partner with the team while maintaining clear separation from higher-risk technical operations such as account opening, money movement, trading, and sensitive client operations

Requirements

What We’re Looking For

Required Qualifications

• 1-3+ years of experience in administrative support, executive assistance, office coordination, client service, healthcare administration, professional services, banking, legal administration, hospitality, event coordination, or another high-touch administrative environment
• Exceptional organization, dependability, punctuality, and follow-through
• Strong attention to detail when managing calendars, client information, CRM tasks, records, deadlines, and administrative follow-up items
• Professional written and verbal communication skills with comfort interacting directly with clients
• Ability to anticipate advisor needs, take ownership of tasks, and work proactively without requiring constant direction
• Comfort juggling several small priorities simultaneously while keeping details, deadlines, and next steps organized
• Technologically comfortable with general office systems, Microsoft Office, Outlook, Word, Excel, Teams, CRM tools, and basic user troubleshooting
• High degree of discretion and sound judgment when handling confidential client and firm information

Preferred Qualifications

• Prior experience in wealth management, financial services, banking, insurance, accounting, legal, healthcare administration, professional services, or another client-focused environment is helpful, but not required
• Experience managing a high volume of clients, patients, customers, or appointments with strong organization and follow-through
• Familiarity with CRM systems, scheduling tools, digital filing, document management, or e-signature platforms
• Experience coordinating travel, events, client meetings, office hospitality, or administrative logistics
• Exposure to light marketing support, such as social media coordination, basic website updates, or simple content posting

Why Join Upland Private Wealth?

• Competitive base salary of approximately $55,000 – $70,000, with future discretionary bonus potential based on performance
• % Employer Paid Medical Benefits Package (Health, vision, and dental insurance)
• 401(k) match
• PTO Policy + Paid Holidays
• On-the-job training and professional development
• A culture that values focus during the workday and balance after hours