Executive Operations Specialist - Wealth Management

NFP Corp; Plymouth (MN); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Job summary

NFP Corp in Plymouth, MN is seeking an experienced Executive Assistant to Wealth Management leadership. This hybrid role may require remote work aligned to PST, MST, or CST hours, and supports calendar management, travel planning, expense reporting, and documentation preparation.

The ideal candidate has 3–5 years of executive support experience in financial services, strong communication skills, and the ability to manage multiple projects with discretion and professionalism.

Qualifications

• Exceptional organizational and time management skills.
• Strong written and verbal communication skills.
• Ability to manage multiple projects and deadlines simultaneously.
• Experience in Wealth Management, financial services, or a professional-services environment preferred.
• Experience supporting senior leaders or a leadership team.

Responsibilities

• Provide day-to-day support to the Wealth Management leadership team.
• Manage calendars, coordinate travel, coordinate meetings, and assist with scheduling across internal and external collaborators.
• Prepare, submit, reconcile, and track expense reports and supporting documentation.
• Organize and maintain electronic files, records, templates, contact lists, and reference materials.
• Prepare correspondence, presentations, reports, and other business materials.
• Handle confidential and sensitive information with discretion and professionalism.
• Coordinate leadership meetings, team meetings, advisor training sessions, business reviews, conferences, and special events.
• Prepare and distribute agendas, meeting materials, presentations, and follow-up communications.
• Record meeting notes, action items, decisions, and deadlines while keeping follow-up tracking updated.
• Coordinate event logistics, registrations, travel arrangements, meeting space requirements, and attendee communications.
• Support day-to-day Wealth Management business operations and initiatives.
• Assist with advisor onboarding, transitions, offboarding activities, and related coordination efforts.
• Coordinate system access requests, user maintenance, and operational support activities.
• Maintain operational procedures, workflows, resource materials, and team documentation.
• Support vendor management, invoice coordination, purchasing requests, and related business processes.
• Provide coordination support for projects, central initiatives, and business priorities.
• Monitor deliverables and deadlines and actively follow up on pending tasks and commitments.
• Gather, organize, and summarize information needed for leadership meetings, reporting, and business decisions.
• Assist with drafting, formatting, and distributing internal communications.
• Prepare presentations, leadership materials, reports, and business updates.
• Coordinate information and materials among advisors, leadership, and internal business partners.
• Support reporting initiatives, data gathering, metrics tracking, and recurring business reviews.
• Ensure communications and materials are accurate, professional, and delivered on schedule.

Skills

Organizational skills

Time management

Attention to detail

Communication skills

Independent work

Professional demeanor

Customer service

Microsoft Outlook

Education

Associate degree

Bachelor's degree

Tools

Microsoft Teams

Microsoft Word

Microsoft Excel

PowerPoint

Job description

NFP Corp in Plymouth, MN is seeking an experienced Executive Assistant to Wealth Management leadership. This hybrid role may require remote work aligned to PST, MST, or CST hours, and supports calendar management, travel planning, expense reporting, and documentation preparation.

The ideal candidate has 3–5 years of executive support experience in financial services, strong communication skills, and the ability to manage multiple projects with discretion and professionalism.