Strategic Executive Assistant to Senior Leaders

Centric Advisors, LLC; Town of Texas (WI); On-site; USD 50,000 - 70,000; Full time

Job summary

Centric Advisors, LLC is seeking an experienced Executive Assistant to support senior leadership in a fast-paced, growth-oriented environment. The role requires sound judgment, discretion, and the ability to work independently while handling both professional duties and occasional personal assistant tasks to maintain executive focus.

Candidates should have 5–10 years supporting executives, preferably in financial services or related fields, with strong calendar management, CRM experience, and

Qualifications

• 5–10 years of experience supporting senior executives in fast-paced environments.
• Background in financial services, wealth management, or insurance preferred.
• Strong understanding of operations, sales cycles, client service models, and compliance-aware environments.
• Proven ability to manage complex schedules, confidential communications, and high-priority meetings.

Responsibilities

• Own and manage the executive’s inbox and calendar, filtering requests and scheduling strategically
• Prepare meeting briefs, gather relevant context, and manage follow-ups and action items
• Coordinate with internal teams and external partners to ensure smooth execution across initiatives
• Provide personal assistant support as needed, including select personal scheduling, travel coordination, and time-sensitive tasks to maintain executive focus and bandwidth
• Salary range $50,000–$70,000, depending on experience, with opportunity for growth over time.

Skills

Executive support

Calendar management

Written communication

Time management

Tools

CRM platforms (Redtail, Wealthbox)

Microsoft Office (Outlook, Excel)

Job description

Centric Advisors, LLC is seeking an experienced Executive Assistant to support senior leadership in a fast-paced, growth-oriented environment. The role requires sound judgment, discretion, and the ability to work independently while handling both professional duties and occasional personal assistant tasks to maintain executive focus.

Candidates should have 5–10 years supporting executives, preferably in financial services or related fields, with strong calendar management, CRM experience, and