Strategic Executive Assistant to Wealth Advisor

Socket.dev; Scottsbluff (NE); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid time off

Paid holidays

Professional development

Job summary

Upland Private Wealth is seeking an Executive Assistant in Scottsbluff, NE to support a high-touch advisory team. Responsibilities include calendar management, scheduling client meetings, CRM follow-through, and general office coordination to keep advisors focused on client service.

The ideal candidate will be highly organized, dependable, and proactive, with 1–3+ years in administrative environments and proficiency in Microsoft Office and CRM tools.

Qualifications

• 1-3+ years in administrative support, executive assistance, or high-touch environments.
• Exceptional organization, dependability, punctuality, and follow-through.
• Strong attention to detail managing calendars, client information, CRM tasks, and deadlines.
• Professional written and verbal communication with clients.

Responsibilities

• Provide administrative, scheduling, and office coordination support.
• Manage appointments, calendar needs, and meeting preparation for advisors.
• Update and document client servicing activities in the CRM.
• Assist with travel planning, events, and light technology issues.
• Support with light marketing tasks as capacity allows.

Skills

Administrative support

Executive support

Calendar management

CRM tools

Microsoft Office

Client service

Discretion

Tools

CRM systems

Job description

Upland Private Wealth is seeking an Executive Assistant in Scottsbluff, NE to support a high-touch advisory team. Responsibilities include calendar management, scheduling client meetings, CRM follow-through, and general office coordination to keep advisors focused on client service.

The ideal candidate will be highly organized, dependable, and proactive, with 1–3+ years in administrative environments and proficiency in Microsoft Office and CRM tools.