About us

We are professional, agile and fast-paced environment. We pride on our office positivity culture and helping our clients with their financial objectives.

**Job Overview:**

We are seeking a highly organized and proactive Executive Assistant to support our Wealth Management Advisor. The ideal candidate will provide administrative assistance, manage schedules, and ensure the smooth operation of the office.

**Duties:**

- Provide administrative support to executives, including managing calendars and appointments.

- Coordinate meetings, conferences, and travel arrangements.

- Handle phone calls and correspondence with professionalism and discretion.

- Assist in preparing reports, presentations, and other documents.

- Maintain office files and records in an organized manner.

- Perform general clerical duties such as data entry, filing, and photocopying.

**Skills:**

- Proficient in clerical tasks and office management.

- Excellent phone etiquette and customer service skills.

- Strong organizational abilities, especially using tools like Outlook Calendar for calendar management and well versed in Outlook emails.

- Computer literacy with expertise in Microsoft Office Suite.

- Experience as a personal assistant or executive secretary is a plus.

This position offers the opportunity to work closely with senior leadership, develop organizational skills, and contribute to the efficient functioning of the executive office. If you are a detail-oriented individual with exceptional communication skills and a passion for supporting high-level executives, we encourage you to apply.

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off

Schedule:

• 8 hour shift
• Day shift

Experience:

• Microsoft Excel: 1 year (Preferred)
• Microsoft Powerpoint: 1 year (Preferred)

Ability to Commute:

• Middleton, WI 53562 (Required)

Ability to Relocate:

• Middleton, WI 53562: Relocate before starting work (Required)

Work Location: In person