Advisor Talent Solutions · 1 day ago
Executive Assistant - St. Louis Park
St Louis Park, MN
Full-time
Onsite
Mid LevelSecured Retirement is a privately held financial services firm based in St. Louis Park, MN, specializing in retirement planning and investment strategies. The Executive Administrator provides comprehensive administrative and personal support to the CEO, ensuring seamless coordination across professional and personal priorities.
AdviceConsultingStaffing Agency
Responsibilities
Provide high-level administrative support to the CEO, including management of an exceptionally active and frequently changing calendar
Strategically coordinate meetings, appointments, and engagements to optimize executive time and effectiveness
Monitor, triage, and manage the CEO’s email inbox; draft responses, handle routine correspondence, and escalate priority matters appropriately
Prepare, proofread, and format professional correspondence, reports, and internal documents
Maintain organized records, files, task lists, and follow-up systems for executive initiatives
Deliver daily briefings and real-time updates to ensure the CEO is fully prepared and informed
Anticipate scheduling conflicts and proactively recommend solutions
Demonstrate initiative by anticipating executive needs before they arise
Maintain professionalism and composure while handling sensitive information and shifting priorities
Utilize QuickBooks Online to support light bookkeeping activities, including invoice entry and payment tracking
Assist with CEO-led strategic initiatives and operational projects
Collaborate with internal teams (Marketing, Operations, Advisors) on cross-functional priorities
Coordinate internal meetings, trainings, and team engagement events, including catering and off-site logistics
Coordinate personal appointments, travel arrangements, and errands
Manage personal calendars and ensure alignment with business commitments
Assist with personal projects, including gift purchasing and special arrangements
Liaise with family members, vendors, and service providers as needed
Coordinate CEO meal and lunch orders, accommodating preferences and schedule constraints
Qualification
Required
Strong written and verbal communication skills
High attention to detail and process discipline
Benefits
Competitive base salary
Bonus potential
Full benefits package
Paid training and licensing support
Company
Advisor Talent Solutions
Advisor Talent Solutions (ATS) partners with independent financial advisors to help them build strong, high-performing teams.
Founded in 2012
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase