Executive Assistant

Job Title: Executive Assistant

Location: Spencer, WI

Company: Financial Clarity by Design, Inc

Job Type: Full-time

Salary: Competitive, based on experience

Benefits: Health insurance, retirement plan, paid time off, group life and DI

Position Overview

We are seeking a highly organized, proactive Executive Assistant to support the owners of a growing financial planning firm. This role is ideal for someone who thrives in a fast-paced, client-focused environment and enjoys bringing structure and efficiency to daily operations.

The Executive Assistant will serve as a strategic partner—managing schedules, enhancing the employee & client experience, supporting marketing initiatives, and ensuring the office runs smoothly. This individual will play a key role in helping the firm deliver exceptional service while allowing the advisor to focus on client relationships and business growth.

Key Responsibilities

Executive Support

• Manage and optimize team member calendars, including scheduling client meetings, internal priorities, conference registrations and travel arrangements
• Prepare agendas, reports, and follow-up action items from team meetings
• Handle email management and prioritize communications

Operations & Office Management

• Maintain organized workflows, systems, and processes to improve efficiency
• Track licensing, contracting and continuing education requirements
• Manage office logistics, supplies, and vendor relationships
• Support bookkeeping coordination and basic administrative tasks as needed

Qualifications

• 2+ years of experience in an administrative or executive support role (financial services experience is a plus)
• Associate or Bachelor’s degree in business, marketing, communications, or related field preferred
• Strong organizational and time management skills with exceptional attention to detail
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office, CRM systems, and digital tools
• Ability to handle confidential information with professionalism and discretion

Key Traits for Success

• Proactive and anticipates needs before they arise
• Strong sense of ownership and accountability
• Tech-savvy and eager to learn new systems
• Detail-oriented with a high standard of excellence
• Warm, professional, and client-service focused
• Adaptable and thrives in a growing business environment

If you are a proactive individual who enjoys managing diverse responsibilities in a dynamic environment, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter outlining your qualifications and interest in the position.

Financial Clarity by Design, Inc is an equal opportunity employer. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Pay: $35,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Work Location: In person