Executive Assistant

Key responsibilities:

• Own day-to-day operations: manage client files, onboarding, policy paperwork, document tracking, and compliance follow-through.
• Manage client communications: send and respond to client emails, prepare materials, and ensure timely follow-ups.
• Calendar management & scheduling: prioritize and coordinate the advisor’s meetings, client reviews, and leadership commitments.
• Systems & processes: maintain CRM, e-signature platforms, workflows, and reporting; propose and implement process improvements.
• Administrative support: meeting agendas, notes, and deliverables; type/format documents and presentations.
• Project coordination: track action items, deadlines, and deliverables to completion with rigorous follow-through.
• Exercise independent judgment and urgency to resolve issues, escalate appropriately, and make day-to-day decisions.

Required qualifications:

• 3 years professional workplace experience (administrative experience preferred).
• Bachelor’s degree.
• Wisconsin Health & Life insurance license, or ability and commitment to obtain within 3 months of hire.
• Exceptional written and verbal communication skills.
• Demonstrated high follow-through, attention to detail, time management, and ability to work in a fast-paced environment.
• Strong decision-making skills and comfort taking ownership of operational tasks.

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: Hybrid remote in Wausau, WI 54401

Benefits:

Salary : $50,000 - $55,000