WestPoint Financial Group · 6 days ago
Executive Administrative Assistant – Wealth Management
Madison, WI
Full-time
Onsite
Entry, Mid Level
$50K/yr - $60K/yr
2+ years expWestPoint Financial Group is assisting Triumph Wealth Management, a boutique firm focused on helping clients live purposeful lives. The Executive Administrative Assistant will support a senior advisor by managing calendars, coordinating meetings, and enhancing client service and office operations.
AdviceFinanceFinancial ServicesImpact Investing
Responsibilities
Act as gatekeeper for senior advisor’s communications and schedule
Manage a dynamic calendar, resolve conflicts, and prepare meeting materials
Coordinate Zoom and in-person meetings, take minutes, and track follow-ups
Handle incoming communications with discretion and timeliness
Open and maintain client accounts
Track business submissions and planning progress
Maintain organized records and follow through on action items
Prepare client correspondence, reports, and presentations
Serve as the central hub for office operations
Collaborate with team members to complete shared tasks
Proactively resolve issues with clients and partners
Enhance internal systems, workflows, and databases
Qualification
Required
2+ years of professional administrative experience
CRM experience
Proficiency in Microsoft 365 (Word, Excel, PowerPoint, Outlook, Teams)
Strong technology skills and understanding of digital workflows
Exceptional communication skills (phone, written, interpersonal)
Collaborative and adaptable in dynamic environments
Strong time management and organizational skills
High attention to detail
Clear written and verbal communication
Ability to manage multiple tasks and meet deadlines
Preferred
Experience in insurance or financial services
Bachelor's degree or equivalent experience
Benefits
Dental and Vision Insurance
Life, Short-Term, and Long-Term Disability Insurance
Paid Holidays and PTO
Retirement Savings Plan
Company
WestPoint Financial Group
WestPoint Financial Group provides investment advisory and financial planning services to associates to achieve personal and business goals.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Greg McRoberts
Managing Partner
John Greene
Chief Growth Officer
Company data provided by crunchbase