Executive Assistant

Centric Advisors, LLC; Town of Texas (WI); On-site; USD 50,000 - 70,000; Full time

Job summary

Centric Advisors, LLC is seeking an experienced Executive Assistant to support senior leadership in a fast-paced, growth-oriented environment. The role requires sound judgment, discretion, and the ability to work independently while handling both professional duties and occasional personal assistant tasks to maintain executive focus.

Candidates should have 5–10 years supporting executives, preferably in financial services or related fields, with strong calendar management, CRM experience, and

Qualifications

• 5–10 years of experience supporting senior executives in fast-paced environments.
• Background in financial services, wealth management, or insurance preferred.
• Strong understanding of operations, sales cycles, client service models, and compliance-aware environments.
• Proven ability to manage complex schedules, confidential communications, and high-priority meetings.

Responsibilities

• Own and manage the executive’s inbox and calendar, filtering requests and scheduling strategically
• Prepare meeting briefs, gather relevant context, and manage follow-ups and action items
• Coordinate with internal teams and external partners to ensure smooth execution across initiatives
• Provide personal assistant support as needed, including select personal scheduling, travel coordination, and time-sensitive tasks to maintain executive focus and bandwidth
• Salary range $50,000–$70,000, depending on experience, with opportunity for growth over time.

Skills

Executive support

Calendar management

Written communication

Time management

Tools

CRM platforms (Redtail, Wealthbox)

Microsoft Office (Outlook, Excel)

Job description

Job Description

Executive Assistant

At Centric, we’re looking for an experienced Executive Assistant to support senior leadership in a fast-paced, high-growth environment. This role requires strong judgment, discretion, and the ability to operate independently while managing both professional responsibilities and occasional personal assistant support to help maintain executive focus and momentum.

Background & Experience

• 5–10 years of experience supporting senior executives in fast-paced, high-growth environments
• (financial services, wealth management, or insurance preferred)
• Strong understanding of RIA operations, sales cycles, client service models, and compliance-aware environments
• Proven ability to manage complex schedules, confidential communications, and high-priority meetings

Skills

• Proficient in CRM platforms (Redtail or Wealthbox) and Microsoft Office, including Outlook and Excel.
• Ability to develop and maintain executive-level tracking and reporting across all activity, meeting follow-ups, and referral partner relationships, including CPAs and attorneys.
• Strong writing skills — capable of drafting client communications, meeting summaries, and internal updates
• Advanced calendar management across time zones, with strong prioritization and time-protection skills

Responsibilities

• Own and manage the executive’s inbox and calendar, filtering requests and scheduling strategically
• Prepare meeting briefs, gather relevant context, and manage follow-ups and action items
• Coordinate with internal teams and external partners to ensure smooth execution across initiatives
• Provide personal assistant support as needed, including select personal scheduling, travel coordination, and time-sensitive tasks to maintain executive focus and bandwidth
• Salary range $50,000 – $70,000, depending on experience, with opportunity for growth over time.