Senior Executive Assistant

Accredited Investors Wealth Management®; Edina (MN); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with company match

Paid parental leave

Volunteer time off

Modern, well-equipped workplace

Job summary

Accredited Investors Wealth Management® is seeking a full-time Senior Executive Assistant to act as a deeply embedded partner to the managing partner, handling high-volume, high-expectation duties with discretion and ownership.

You will support a range of activities including client leadership, firm growth, events, travel, and personal logistics, collaborating across Wealth Management and Operations to maintain seamless executive operations.

Qualifications

• 7+ years of experience directly supporting C-level executives required
• Minimum of 4 years’ experience providing support to a president, managing partner, partner or CEO required.
• A sustained record of success, including at least one tenure of three years or more in a comparable executive support role.
• Experience in wealth management, financial services, professional services, or another high-touch client environment preferred.
• Demonstrated success in a high-volume environment with changing priorities, contested access, confidential matters, and limited handholding.
• Proven ability to protect executive time, independently prioritize requests, make tradeoffs, and communicate decisions diplomatically.
• Adept at maintaining effective executive support when the executive is frequently offsite, traveling, attending external meetings, has after-hours events, or otherwise not physically present.
• Experience in the coordination and execution of firm-sponsored events, client experiences, networking functions, and community engagements. Anticipate logistical needs, manage details proactively, and help create a polished, welcoming experience for attendees.
• Excellent written and verbal communication skills, including the ability to communicate bad news early, provide concise updates, and close loops consistently.
• Strong relationship-management skills and the ability to interact confidently with clients, prospective clients, business leaders, shareholders, and internal stakeholders.
• Experience supporting client or prospect logistics, executive-level meetings, networking activities, events, presentations, and follow-up.
• Demonstrated discretion handling confidential client, personnel, leadership, ownership, or personal information.
• Strong technical proficiency with Microsoft 365 and experience learning CRM, expense, travel, document-management, and collaboration platforms.
• Board, shareholder, event, presentation, or project-coordination experience preferred.
• Associate’s degree or higher required.

Responsibilities

• Provide proactive executive support across business, client, networking, events, travel, and personal logistics.
• Anticipate needs and manage priorities for the Managing Partner.
• Coordinate scheduling, travel, and events with discretion.
• Collaborate with administrative teams across Wealth Management, Investment Management, Firm Growth, Marketing, and Operations.
• Represent the executive and firm with warmth, professionalism, and discretion.

Skills

Executive support

Communication

Relationship management

Event coordination

Education

Associate degree or higher

Tools

Microsoft 365

CRM systems

Document management systems

Job description

Accredited Investors Wealth Management® is seeking a full-time Senior Executive Assistant to serve as a deeply embedded partner to one of our managing partners. The right candidate has successfully operated in a high-volume, high-expectation executive environment and brings confidence, discretion, resilience, exceptional organization, and a strong sense of ownership.

This role extends beyond scheduling and task execution. The Senior Executive Assistant will serve as a trusted operating partner who understands the executive’s priorities, relationships, and commitments; identifies needs before they become urgent; and provides proactive support across business, client, networking, events, travel, and personal logistics.

Who We Are

We are a high-performing group of 60+ team members who are passionate about delivering exceptional service for our clients and being a sought-after place to work. Founded in 1987, Accredited is focused on delivering industry leading wealth management services to over 600 families, providing an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Fiercely independent and 100% owned by a group of actively engaged employee shareholders, Accredited manages approximately $4.4 billion of investment assets as of 12/31/2025.

We demonstrate our commitments – to our clients, our colleagues, and our community – through our values, culture, and mindset:

Values-Based: Our values are embedded within our work through our deep relationships with our clients, connection and camaraderie with colleagues, philanthropic contributions, and sustainability efforts within our community.

Culture-Focused: The Cultural Constitution from which we operate at Accredited isn’t meant to be aspirational; it’s practiced in our daily work. By actively applying gratitude and compassion, and functioning as one team, we strive to influence the future of our firm through our core values.

Curiosity-Minded: We are building a diverse team of individuals who are comfortable asking questions, not simply answering them.

Who You Will Work With

You will support a high-energy Managing Partner who is always on the go and maintains deep relationships with clients, prospective clients, colleagues, shareholders, and community and business leaders. Her responsibilities span client leadership, firm growth, marketing and communications, relationship development, industry and community involvement, and firmwide initiatives.

Her schedule frequently includes client and prospect meetings, networking engagements, external and internal events, leadership responsibilities, and offsite commitments. Effective support requires someone who can maintain a high level of coordination and communication even when the executive and EA are not physically together.

You will collaborate closely with the administrative team and colleagues across Wealth Management, Investment Management, Firm Growth, Marketing, and Operations. You will often serve as the first point of judgment for access, urgency, sequencing, logistics, and follow-through while representing the executive and firm with warmth, professionalism, and discretion.

Who Will Be Successful

Proactive & Highly Communicative: You do not wait for the executive to ask for updates. You maintain frequent alignment, communicate what is underway, close loops, and surface risks or missing information early. You understand that consistent communication creates confidence and prevents last-minute surprises.

Independent & Decisive: You can protect the executive’s time, redirect requests, resolve routine conflicts, and make thoughtful tradeoffs without seeking approval for every decision. You bring recommendations and solutions rather than simply presenting problems.

Relationship-Driven & Service Oriented: You invest in understanding the executive as both a leader and a person. You build strong relationships with colleagues and external stakeholders and approach client, prospect, networking, and hospitality needs with genuine care. You naturally notice details that create confidence, reduce confusion, and elevate the experience for clients, prospective clients, and colleagues.

Calm, Resilient & Adaptable: You remain composed when priorities shift, plans change, or a visible detail is missed. You take ownership, communicate clearly, correct issues quickly, and improve the underlying process.

Highly Organized & Detail-Oriented: You think through the full experience, not only the immediate request. Whether coordinating an executive meeting, client gathering, networking event, or firm-sponsored program, you proactively manage the countless details that create a polished, welcoming, and well-executed experience for attendees.

Confident & Candid: You are comfortable delivering difficult information, asking clarifying questions, setting diplomatic boundaries, and respectfully challenging an approach when necessary. You can receive direct feedback without becoming destabilized or withdrawing.

What You Offer

• 7+ years of experience directly supporting C-level executives required
• Minimum of 4 years’ experience providing support to a president, managing partner, partner or CEO required.
• A sustained record of success, including at least one tenure of three years or more in a comparable executive support role.
• Experience in wealth management, financial services, professional services, or another high-touch client environment preferred.
• Demonstrated success in a high-volume environment with changing priorities, contested access, confidential matters, and limited handholding.
• Proven ability to protect executive time, independently prioritize requests, make tradeoffs, and communicate decisions diplomatically.
• Adept at maintaining effective executive support when the executive is frequently offsite, traveling, attending external meetings, has after-hours events, or otherwise not physically present.
• Experience in the coordination and execution of firm-sponsored events, client experiences, networking functions, and community engagements. Anticipate logistical needs, manage details proactively, and help create a polished, welcoming experience for attendees.
• Excellent written and verbal communication skills, including the ability to communicate bad news early, provide concise updates, and close loops consistently.
• Strong relationship-management skills and the ability to interact confidently with clients, prospective clients, business leaders, shareholders, and internal stakeholders.
• Experience supporting client or prospect logistics, executive-level meetings, networking activities, events, presentations, and follow-up.
• Demonstrated discretion handling confidential client, personnel, leadership, ownership, or personal information.
• Strong technical proficiency with Microsoft 365 and experience learning CRM, expense, travel, document-management, and collaboration platforms.
• Board, shareholder, event, presentation, or project-coordination experience preferred.
• Associate’s degree or higher required.

What We Offer

Accredited Investors Wealth Management® offers a competitive compensation and comprehensive benefits package designed to support employees professionally and personally.

Our core benefits include medical, dental, vision, disability, and life insurance, along with a 401(k)-plan featuring generous employer contributions and match. We also offer enhanced benefits including pet insurance; adoption and fertility assistance; financial support for professional development and certifications; personal financial and investment planning services; charitable match; and a marketplace-leading time-off allowance, including paid parental and grandparental leave, and paid volunteer time.

Employees enjoy a recently renovated, sustainably focused, beautifully appointed workplace with thoughtfully designed collaboration spaces, a fitness center, pickleball courts, outdoor patio, state-of-the-art technology, electric vehicle charging stations, and amenities that enhance our work environment.

Accredited is committed to promoting diversity and inclusion in our hiring process and is proud to be an equal opportunity employer. We welcome qualified applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity or expression), national origin, genetics, disability, age, veteran status, and any other characteristic protected by federal, state, or local laws.

Estimated Total Compensation Opportunity: $107,500 to $150,500 based on experience, skills, and qualifications, including a base salary of $100,000 to $140,000 and annual firm-wide profit sharing.

Annual firm-wide profit sharing is calculated as a percentage of eligible base salary earnings and is subject to meeting the firm's growth, profitability, and plan provisions. The maximum profit-sharing payout is up to 7.5% of eligible earnings through five years of service and up to 15% thereafter.

For more information about our firm, please visit our website at https://www.accredited.com/.

Please direct all questions to [e-mail].