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Executive Administrative Assistant
$95k-123k (estimate)
Full Time 6 Months Ago
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Leading Financial Advisory Firm is Hiring an Executive Administrative Assistant Near Edina, MN

Flourish Wealth Management (www.flourishwm.com) is a growing, independent, fee-only, boutique wealth management firm located in Edina, Minnesota. We provide comprehensive wealth management services integrating life planning with financial planning, including investments with an emphasis on impact and sustainable investing. As fiduciaries, our team is committed to putting our clients’ best interests first which guides our decision-making and culture while building long-term, caring and trusted relationships. Flourish is committed to continued learning, personal development, and team building supported by an outside professional hired to help us learn about our individual strengths, communication skills, and develop opportunities to maximize our team-oriented culture. We learn from each other as a team in our bi-weekly lunch-and-learns focused on topics of interest and Diversity, Equity and Inclusion (DEI) themes.

Job Description

Do you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment, and committed to exceeding expectations? Would you be excited to join an entrepreneurial environment that embraces new solutions and new technology?

We are looking for an Executive Administrative Assistant who embraces our values and is committed to supporting success, efficiency, and teamwork. The Administrative Assistant will work closely with the firm’s President and Founder, Kathy Longo, and other team members as needed to assist with her calendar and email management, handle projects, assist with compliance, as well as bill paying and record keeping. You will also serve as the Office Manager of the firm. The owner of the firm has more than 25 years of wealth management experience including a commitment to supporting philanthropic giving, helping people and families in periods of transition, and expertise in divorce settlements. She is an author who contributes to a wide variety of publications in addition to frequent blog posts and maintaining a weekly mini podcast. She was also recently named one of Investopedia’s Top 100 Advisors.

Find out more about the company at www.flourishwm.com.

Salary and Benefits

  • Very competitive salary commensurate with experience, plus incentive compensation plan with a firm and individual component
  • 401(k) plan with employer contribution
  • Medical plan and Health Savings Account contribution
  • Employer paid long-term disability coverage
  • Unlimited PTO plus bonus holiday week
  • 10 paid company holidays
  • Firmwide communications training and career development
  • Bi-weekly education meetings focused on learning and Diversity Equity and Inclusion (DEI) initiatives
  • Personalized development plans in coordination with outside resources
  • Hybrid working environment
  • Paid time off for volunteer opportunities
  • Time to Appreciate and Celebrate!

Responsibilities include:

  • Provide direct support primarily to the firm’s President and Founder, Kathy Longo, CFP, CAP, CDFA
  • Calendar and email management for Kathy Longo
  • Client scheduling
  • Act as Compliance Assistant, handling day-to-day compliance functions, obtaining decisions and direction from the Chief Compliance Officer (CCO) to implement and monitor policy. Maintain the compliance records.
  • Assist with bill payments, records, and tracking/analyzing progress towards firm goals
  • Serve as firm’s Office Manager
  • Coordinate team events
  • Provide occasional support to other advisors of the firm
  • Occasional personal tasks for the firm’s President

Qualifications:

  • Detail-oriented and organized
  • Great communication skills
  • Excellent multi-tasker and ability to manage projects and see them through to completion
  • Self-starter with a commitment to ongoing learning
  • Ability to maintain confidential information within a small team
  • Function well with deadlines in a fast-paced environment
  • Ability to work well in a small team environment
  • 2 years of experience in a support role

Qualified candidates will start the process by having a 15- to 30-minute phone interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments. A background and credit check and drug screening will be required.

We are an Equal Opportunity Employer.

Job Summary

JOB TYPE

Full Time

SALARY

$95k-123k (estimate)

POST DATE

09/21/2022

EXPIRATION DATE

03/08/2023

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The job skills required for Executive Administrative Assistant include Scheduling, Planning, Coordination, Initiative, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be an Executive Administrative Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Executive Administrative Assistant. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Executive Administrative Assistant positions, which can be used as a reference in future career path planning. As an Executive Administrative Assistant, it can be promoted into senior positions as an Executive Assistant IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Executive Administrative Assistant. You can explore the career advancement for an Executive Administrative Assistant below and select your interested title to get hiring information.

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If you are interested in becoming an Executive Administrative Assistant, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Executive Administrative Assistant for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Executive Administrative Assistant job description and responsibilities

Executive assistants will prioritize and filter calls and emails, while also communicating on the behalf of the executives they support.

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Executive assistants need to be friendly and enthusiastic towards visitors and clients.

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The executive assistant must be dedicated to providing a high degree of support to the CEO at all times.

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Collaborate with leaders and other administrative professionals across the organization.

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Manage a complex schedule and successfully work with administrative staff for senior executives at external organizations.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Executive Administrative Assistant jobs

An executive assistant must prove to the CEO that they are capable, positive, self-motivated, and organized.

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Start with a good telecommunications system.

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Learn knowledge of general office procedures (e.g., filing, correspondence, scheduling).

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Become Focused and Committed to Deadlines.

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The executive administrative assistant position requires reliability and flexibility.

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Step 3: View the best colleges and universities for Executive Administrative Assistant.

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