Executive Associate — Wealth Advisory Support & Project Lead

Heckmann Financial; Town of Middleton (WI); On-site; USD 52,000 - 76,000; Full time

Job summary

HECKMANN FINANCIAL in Middleton, Wisconsin, is seeking an Executive Associate to support Private Wealth Management Advisors. You will manage calendars, coordinate projects, and ensure Advisors have the resources needed to focus on growth and client service.

The role demands proactive problem solving, discretion, and superb written and oral communication. You will work in a fast-paced environment, collaborate with team members, and help expand the Advisors' bandwidth to drive firm impact.

Qualifications

• Strong organization and prioritization to help others.
• Discretion and confidentiality in handling client information.
• Ability to thrive in a fast-paced environment with a high sense of urgency.

Responsibilities

• Manage calendar and project tasks for Private Wealth Management Advisors.
• Ensure Advisors have the resources and capacity to meet their objectives.

Skills

Relationship Builder

Discretion

Communication skills

Proactive problem solving

Job description

HECKMANN FINANCIAL in Middleton, Wisconsin, is seeking an Executive Associate to support Private Wealth Management Advisors. You will manage calendars, coordinate projects, and ensure Advisors have the resources needed to focus on growth and client service.

The role demands proactive problem solving, discretion, and superb written and oral communication. You will work in a fast-paced environment, collaborate with team members, and help expand the Advisors' bandwidth to drive firm impact.