46 applicantsPosted by Agency

Company

Advisor Employee Services · 1 day ago

Executive Assistant -RIA Firm - Waukesha, WI

Waukesha, WI

Full-time

Remote

Entry Level

$65K/yr - $80K/yr

2+ years exp

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Responsibilities

Manage the CEO’s calendar, including scheduling meetings, appointments, and travel arrangements.

Prepare agendas, reports, and presentations for meetings, ensuring accuracy and attention to detail.

Monitor and respond to emails and other communications on behalf of the CEO, prioritizing and escalating as needed.

Act as a gatekeeper to ensure the CEO’s schedule is aligned with organizational priorities.

Anticipate the CEO’s needs and proactively adjust plans to address changing priorities.

Serve as the primary liaison between the CEO and internal team, including leadership team, clients, and employees.

Coordinate cross-departmental communications and follow-ups to ensure alignment and progress on key initiatives.

Support the CEO in managing special projects, tracking deadlines, and ensuring deliverables are met.

Research, gather data, and provide insights to assist in decision-making.

Organize and coordinate meetings, events, and conferences, including logistics and materials preparation.

Take detailed meeting minutes and follow up on action items to ensure execution.

Handle sensitive information with the utmost professionalism and confidentiality.

Maintain discretion in all interactions and ensure alignment with the firm’s ethical standards.

Qualification

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Executive Assistant experienceMicrosoft Office SuiteScheduling toolsProject management toolsStrategic problem-solving

Required

Minimum of 2 years as an executive assistant, preferably supporting senior executives in a fast-paced environment.

Strong organizational skills with the ability to manage multiple tasks and deadlines.

Excellent verbal and written communication skills.

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with scheduling and project management tools.

High level of professionalism, discretion, and integrity.

Ability to thrive under pressure, adapt quickly, and anticipate needs.

Exceptional attention to detail.

Strong interpersonal and relationship-building skills.

Strategic problem-solving abilities.

Initiative and a proactive mindset.

Benefits

Three weeks paid time off each year and earn more.

Additional Days Off

Traditional and Roth 401(k)s with a 3% company match

Group health insurance plan with a great provider network, it is the same health insurance that Tony has for himself! We offer health, dental, vision and life insurance.

Free Lunches provided for weekly team building

Free snacks, coffee, tea, sodas, water and hot cocoa — all on-site

We support local charities financially and with paid time-off to volunteer!

We’ll pay for you to obtain your life insurance license; health insurance license and Series 65 securities registration and we will even pay for your Certified Financial Planner® designation!

Quarterly team lunches and team building events off site as well as our Annual Team Holiday Party!

Company hits our goals, let’s all travel together!