Executive Assistant to Chief Executive Officer

Bellwether Wealth; Lincoln (NE); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

On-site in Lincoln

Competitive compensation & benefits

Opportunity to work with founder

Job summary

Bellwether Wealth Advisors in Lincoln, Nebraska, seeks an experienced Executive Assistant to support the Founder, President & CEO. This on-site, full-time role requires proactive, highly organized professionals who can anticipate needs, coordinate across teams, and ensure critical details are completed.

You will manage calendars, meetings, and strategic initiatives, collaborating with COO and advisors, and using AI tools to boost productivity.

Qualifications

• 5+ years supporting senior executives in high-responsibility roles.
• Experience in financial services or wealth management preferred.
• Strong organizational, communication, and follow-through skills.

Responsibilities

• Manage CEO's calendar, scheduling, communications, and daily priorities.
• Coordinate client meetings with prep and follow-up.
• Attend select meetings, capture action items, ensure completion.
• Work with COO, financial advisors, and teams to move projects.
• Track deadlines and accountability on tasks.
• Assist with executive projects, presentations, and strategic initiatives.
• Leverage AI tools and Microsoft Office to improve productivity.

Skills

Executive support

Financial services

Organizational skills

Discretion

Initiative

MS Outlook

Teams

Word

Excel

AI productivity tools (ChatGPT/Claude)

Tools

CRM systems

ChatGPT

Claude

Job description

Executive Assistant to the President & CEO

Bellwether Wealth Advisors | Lincoln, Nebraska | Full-Time, On-Site

About Bellwether Wealth Advisors

Bellwether Wealth Advisors is a growing, independent wealth management firm based in Lincoln, Nebraska, managing approximately $900 million in client assets. Our founder and CEO is regularly quoted in leading national financial publications, including The Wall Street Journal, CNBC, Bloomberg, Barron's, and MarketWatch.

We are seeking an experienced, highly organized Executive Assistant to work directly with our founder, President & CEO.

This is more than a traditional administrative position. We are looking for a proactive professional who anticipates needs, takes ownership of responsibilities, coordinates across teams, and ensures important details don't fall through the cracks.

Key Responsibilities

• Manage the CEO's calendar, scheduling, communications, and daily priorities.
• Coordinate client meetings, including preparation, gathering necessary information, and ensuring timely follow-up.
• Attend select meetings, capture action items, and ensure commitments are completed.
• Work closely with the COO, financial advisors, and other team members to keep projects and client matters moving forward.
• Track deadlines, outstanding tasks, and responsibilities to ensure accountability.
• Assist with executive projects, correspondence, presentations, and strategic initiatives.
• Leverage technology, including ChatGPT, Claude, Microsoft Office, and CRM systems, to improve productivity and efficiency.

Qualifications

• 5+ years of experience supporting senior executives or working in a comparable high-responsibility role.
• Experience in financial services, wealth management, or professional services strongly preferred.
• Exceptional organizational, communication, and follow-through skills.
• Strong judgment, discretion, and ability to handle confidential information.
• Comfortable working independently, anticipating needs, and taking initiative.
• Proficiency with Microsoft Outlook, Teams, Word, and Excel.
• Familiarity with AI productivity tools such as ChatGPT and Claude is highly desirable.

The Ideal Candidate

You are someone who sees what needs to be done and takes action without waiting to be asked. You enjoy bringing order to complexity, coordinating with others, and making sure commitments turn into completed work.

You are confident interacting with clients, senior professionals, and internal teams. You take pride in making the people around you more effective and are comfortable ensuring follow-through in a professional, collaborative manner.

Compensation & Benefits

Salary Range: $85,000-$115,000 annually, depending on experience and qualifications.

Bellwether Wealth Advisors offers competitive compensation and benefits. We are seeking an exceptional professional who brings initiative, sound judgment, and the ability to independently manage executive priorities.

Why Join Bellwether?

This is an opportunity to become a trusted partner to the founder and CEO of a growing, nationally recognized wealth management firm. You'll have meaningful responsibilities, exposure to strategic business decisions, and the opportunity to make a direct impact on the firm's success.

Location: Lincoln, Nebraska (On-Site)

Employment Type: Full-Time

Interested in Joining Our Team?

We welcome applications from experienced professionals who enjoy responsibility, take initiative, and find satisfaction in making things happen.