Onsite Executive Assistant to Partners — Fargo

Workstream; Fargo (ND); On-site; USD 55,000 - 65,000; Full time

Job summary

E4 Insurance Services is seeking an Executive Assistant to support two Managing Partners in Fargo, ND. You will own calendars, coordinate travel, manage the inbox, and drive meeting prep while ensuring confidentiality and compliance.

Your role emphasizes proactive readiness, professional communication, and high organization. Onsite at our Fargo office, you’ll help maintain operations and enable leadership to focus on growth and advisor relationships.

Qualifications

• Proven ability to manage calendars, travel, and priorities for executives.
• Strong written and verbal communication; professional demeanor.
• Discretion with sensitive information and privacy practices.

Responsibilities

• Own two executives' calendars, travel plans, and priorities.
• Triages inbox, drafts responses, routes calls, and maintains lists.
• Coordinate advisor and client meetings, take notes, drive follow-ups.
• Maintain CRM and case-management records, ensure compliance.
• Support onboarding, vendor processes, and Broker-Dealer interactions.

Skills

MS Office Proficiency

Communication skills

Confidentiality

Self-starter & Reliable

Multitasking

Onsite Fargo

Education

Bachelor's degree

Tools

CRM systems

DocuSign

SharePoint/OneNote

Job description

E4 Insurance Services is seeking an Executive Assistant to support two Managing Partners in Fargo, ND. You will own calendars, coordinate travel, manage the inbox, and drive meeting prep while ensuring confidentiality and compliance.

Your role emphasizes proactive readiness, professional communication, and high organization. Onsite at our Fargo office, you’ll help maintain operations and enable leadership to focus on growth and advisor relationships.