Strategic Executive Assistant to Managing Partner

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 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.