Wealth Management Operations & Executive Support Specialist

NFP Corp; Plymouth (MN); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Discount programs

Health & wellness programs

Job summary

NFP Corp is seeking an experienced executive and administrative support professional to assist the Wealth Management leadership in Plymouth, MN. This hybrid role may also be performed remotely with the ability to align hours to PST, MST, or CST.

Key responsibilities include calendar management, travel coordination, expense tracking, and preparing leadership materials. The ideal candidate has 3–5 years of relevant experience and strong MS Office skills.

Qualifications

• Bachelor's degree or equivalent professional experience preferred.
• 3–5 years of executive support, administrative operations, or project coordination experience.
• Experience supporting senior leaders or leadership teams preferred.
• Experience in Wealth Management or professional services is a plus.

Responsibilities

• Provide day-to-day support to Wealth Management leadership.
• Manage calendars, travel, meetings, and scheduling.
• Prepare, submit, reconcile, and track expense reports.
• Organize electronic files, templates, and reference materials.
• Prepare correspondence, presentations, reports, and other materials.
• Handle confidential information with discretion.
• Coordinate leadership and team meetings, agendas, and materials.
• Record meeting notes, decisions, and deadlines; follow up on actions.
• Support onboarding, transitions, and vendor management processes.
• Assist with reporting, data gathering, and business reviews.

Skills

Organizational skills

Time management

Attention to detail

Communication skills

Multitasking

Independent decision-making

Professional demeanor

Customer-service

Education

Associate's or Bachelor's degree preferred

Tools

Microsoft Outlook

Microsoft Teams

Microsoft Word

Microsoft Excel

PowerPoint

Job description

NFP Corp is seeking an experienced executive and administrative support professional to assist the Wealth Management leadership in Plymouth, MN. This hybrid role may also be performed remotely with the ability to align hours to PST, MST, or CST.

Key responsibilities include calendar management, travel coordination, expense tracking, and preparing leadership materials. The ideal candidate has 3–5 years of relevant experience and strong MS Office skills.