Senior Executive Assistant — Private Wealth Team

Sanctuary Wealth Group LLC; Scottsbluff (NE); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Competitive base salary

Medical benefits package

401(k) match

Paid time off

Professional development

Balance-focused culture

Job summary

Upland Private Wealth is seeking an Executive Assistant to support a high-touch advisory team with administrative duties, calendar management, client reviews, CRM follow-through, and office coordination.

You will coordinate client meetings, prepare materials, handle travel logistics, and assist with events, while maintaining discretion and a professional, client-focused approach in a busy wealth management environment.

Qualifications

• 1-3+ years of experience in administrative support or executive assistance.
• Exceptional organization, dependability, punctuality, and follow-through.
• Strong written and verbal communication skills with comfort interacting directly with clients.
• Ability to anticipate advisor needs and work proactively.

Responsibilities

• Provide administrative, scheduling, and office coordination support.
• Manage the team’s appointment process and calendar coordination.
• Assist with client administrative reviews, CRM updates, and data integrity.
• Support travel planning, event logistics, and light marketing tasks as capacity allows.
• Maintain confidentiality and professional client interactions.

Skills

Scheduling

CRM tools

Office administration

Microsoft Office

Communication

Client service

Attention to detail

Calendar management

Tools

Outlook

Excel

CRM systems

Job description

Upland Private Wealth is seeking an Executive Assistant to support a high-touch advisory team with administrative duties, calendar management, client reviews, CRM follow-through, and office coordination.

You will coordinate client meetings, prepare materials, handle travel logistics, and assist with events, while maintaining discretion and a professional, client-focused approach in a busy wealth management environment.