Wealth Management Executive Assistant & Ops Coordinator

Aon plc; Plymouth (MN); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

PTO and paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Company-paid holidays

Job summary

NFP, an Aon company, is seeking an Executive Assistant to provide high-level support to the Wealth Management leadership team in a hybrid Plymouth, MN environment. The role involves calendar management, travel coordination, expense reporting, and creating professional materials for leadership reviews.

Candidate should bring 3–5 years of executive support experience, strong communication, and proficiency with MS Office.

Qualifications

• Associate's or bachelor’s degree preferred, or an equivalent combination of education and relevant professional experience.
• 3-5 years of experience in executive support, administrative operations, or a related role.
• Experience in Wealth Management, financial services, or another professional-services environment preferred.
• Experience supporting senior leaders, senior executives, or a leadership team preferred.

Responsibilities

• Provide day-to-day support to the Wealth Management leadership team.
• Manage calendars, coordinate travel, coordinate meetings, and assist with scheduling across internal and external collaborators.
• Prepare, submit, reconcile, and track expense reports and supporting documentation.
• Organize and maintain electronic files, records, templates, contact lists, and reference materials.
• Prepare correspondence, presentations, reports, and other business materials.
• Handle confidential and sensitive information with discretion and professionalism.

Education

Bachelor's degree preferred

Tools

Microsoft Outlook

Teams

Word

Excel

PowerPoint

Job description

NFP, an Aon company, is seeking an Executive Assistant to provide high-level support to the Wealth Management leadership team in a hybrid Plymouth, MN environment. The role involves calendar management, travel coordination, expense reporting, and creating professional materials for leadership reviews.

Candidate should bring 3–5 years of executive support experience, strong communication, and proficiency with MS Office.