HELLO AND WELCOME!

JOB DESCRIPTION

We are seeking a highly organized, proactive, and resourceful Executive Assistant to support the fast-paced CEO of a thriving financial advisory firm. The ideal candidate is a strategic thinker, skilled multitasker, and exceptional communicator with the ability to anticipate needs, manage priorities, and maintain confidentiality. This role requires someone who thrives in a dynamic environment and can adapt quickly while ensuring the CEO’s time is optimized for strategic decision-making.

Key Responsibilities:

1.    Administrative Support:

• 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.

2.    Time Management:

• 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.

3.    Communication & Coordination:

• 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.

4.    Project Management:

• 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.

5.    Event and Meeting Planning:

• 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.

6.    Confidentiality & Discretion:

• Handle sensitive information with the utmost professionalism and confidentiality.
• Maintain discretion in all interactions and ensure alignment with the firm’s ethical standards.

Qualifications:

• 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.

Key Competencies:

• Exceptional attention to detail.
• Strong interpersonal and relationship-building skills.
• Strategic problem-solving abilities.
• Initiative and a proactive mindset.

Work Environment:

• This is a 100% in office position, primarily working 8am-5pm.

We are looking for “A” players who want to learn and become part of a fast-paced, growing firm.  If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Money for Nothing

Start with three weeks paid time-off each year and earn more.

Additional Days Off

When we meet our goals, we prefer to give employees extra days off. Flexibility and in a non-client facing role, kids sick, work from home. We aim to embrace flexibility in the crazy times we live in!

Retirement

We offer Traditional and Roth 401(k)s with a 3% company match, regardless of your contributions. Employees under 50 years of age can contribute $23,000 per year and get a 3% match on top of that. Are you 50+? You can contribute an additional $7,500 each year in addition to the 3% company match. We can also show you how to fund a Traditional IRA or Roth IRA. We know a lot about money, it’s what we do!

Let’s Stay Healthy

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.

Hungry?

Free Lunches provided for weekly team building

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

Want To Lend a Hand?

We support local charities financially and with paid time-off to volunteer! Use The Force, Luke! Mentorship is part of the deal, we want to help you as a person, not just as an employee.

How Do I Get There?

Waukesha location is just off the Guerke’s corner exit on I-94

Wow, You’re Smart!

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! Want to get your CPA license? Let’s do it!

Let’s have fun!

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

Paid-for Annual Trips

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