Founder’s Strategic Executive Assistant

Seleskie Financial; Woodbury (MN); On-site; USD 85,000 - 110,000; Full time

Job summary

Seleskie Financial in Minnesota seeks an Executive & Personal Assistant to the Founder to protect time and align priorities with business and personal goals.

The role manages the Founder's calendar, coordinates travel, handles communications, and partners with the Private Wealth Service Advisor to ensure seamless execution of priorities.

The ideal candidate is highly resourceful, extremely organized, discreet, and capable of making sound judgments in a fast-paced environment.

Qualifications

• 5+ years of experience supporting senior executives, business owners, entrepreneurs, or high-net-worth individuals preferred.
• Valid driver's license with a clean driving record required.
• Experience managing complex calendars and coordinating executive travel required.
• Exceptional organizational and project management skills.
• Strong interpersonal skills with the ability to build trust and credibility quickly.
• Ability to maintain strict confidentiality and professionalism.
• Proactive and resourceful, with the ability to anticipate needs and solve problems before they occur.

Responsibilities

• Manage and oversee the Founder's professional and personal calendar.
• Evaluate meeting requests, networking opportunities, and business engagements, prioritizing scheduling.
• Coordinate and schedule client meetings, COI meetings, and internal meetings.
• Partner with Private Wealth Advisor to align schedules, priorities, and follow-up actions.
• Monitor the Founder's email inbox and communications, ensuring timely responses.
• Arrange business travel, itineraries, accommodations, transportation, and related logistics.
• Prepare daily schedules, briefing materials, meeting agendas, and background information.
• Act as a gatekeeper for inbound requests, exercising discretion regarding access to the Founder.
• Track continuing education requirements, study group renewals, licensing renewals, etc.
• Maintain communication with clients, prospects, and COIs related to company events.
• Build strong working relationships with clients, COIs, vendors, and the Founder's personal network.
• Develop a thorough understanding of the Founder's goals, priorities, and relationships.
• Drive the Founder to client meetings and events as needed.
• Identify scheduling conflicts and opportunities proactively.
• Maintain confidentiality of information with utmost professionalism.
• Anticipate needs and implement solutions independently.

Skills

Calendar management

Executive support

Travel coordination

Gatekeeping

Discretion & confidentiality

Communication

CRM knowledge

Education

Bachelor's degree preferred

Associate's degree acceptable

Tools

Microsoft Office

CRM platform

Calendar management software

Travel booking tools

Job description

Seleskie Financial in Minnesota seeks an Executive & Personal Assistant to the Founder to protect time and align priorities with business and personal goals.

The role manages the Founder's calendar, coordinates travel, handles communications, and partners with the Private Wealth Service Advisor to ensure seamless execution of priorities.

The ideal candidate is highly resourceful, extremely organized, discreet, and capable of making sound judgments in a fast-paced environment.