Executive Assistant

You will be the right hand to a client-facing financial planner who focuses on generating business and driving client decisions. Your focus is operations: managing paperwork, client communications, systems, and the advisor’s calendar so the advisor can focus on revenue, relationships, and strategy. This is a high-impact role for a highly organized, decisive, and action-oriented professional.

Key Responsibilities:

• Own day-to-day operations: manage client files, onboarding, policy paperwork, document tracking, and compliance follow-through.
• Manage client communications: send and respond to client emails, prepare materials, and ensure timely follow-ups.
• Calendar management & scheduling: prioritize and coordinate the advisor’s meetings, client reviews, and leadership commitments.
• Systems & processes: maintain CRM, e-signature platforms, workflows, and reporting; propose and implement process improvements.
• Administrative support: meeting agendas, notes, and deliverables; type/format documents and presentations.
• Project coordination: track action items, deadlines, and deliverables to completion with rigorous follow-through.
• Exercise independent judgment and urgency to resolve issues, escalate appropriately, and make day-to-day decisions.

Required Qualifications:

• 2+ years professional workplace experience (administrative experience preferred).
• Bachelor’s degree.
• Minnesota Health & Life insurance license, or ability and commitment to obtain within 3 months of hire.
• Exceptional written and verbal communication skills.
• Demonstrated high follow-through, attention to detail, time management, and ability to work in a fast-paced environment.
• Strong decision-making skills and comfort taking ownership of operational tasks.

Technical skills:

• Proficient or ability to learn CRM systems, Microsoft Outlook, and e-signature/document management tools.
• Comfortable with scheduling platforms and basic reporting tools.

What we value:

• Urgency and reliability — tasks completed on time, every time.
• Proactive problem-solving and ability to make decisions that are in alignment with team goals.
• Professionalism, discretion, and commitment to client confidentiality.
• Growth and a continuous improvement mindset.
• Active engagement in leadership and the development of others.

Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: Hybrid remote in Saint Paul, MN 55120