Executive Assistant

Wealth Enhancement Group•Plymouth, MN

4d•$72,000 - $82,000•Hybrid

About The Position

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com . We are seeking a detail-oriented and proactive Executive Assistant to provide high-level administrative support to senior executives. This position offers an excellent opportunity to develop professional skills while supporting executive-level operations in a fast-paced environment. This is a hybrid remote position available to candidates able to spend at least 1 day per week (Wednesdays) on site at our headquarters in Plymouth, MN . In the spirit of pay transparency, we are excited to share the base salary range for this position is $72,000.00 to $82,000.00 , exclusive of bonuses and benefits. This role is also eligible for our corporate bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Requirements

Excellent written and verbal communication skills
Strong organizational and time management abilities
Attention to detail and accuracy in all work
Ability to handle multiple priorities simultaneously
Discretion when handling confidential information
Strong problem-solving skills
Team player with collaborative approach
Familiarity with meeting coordination and event planning
Professional demeanor and appearance
Must be a self-starter and able to work independently
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Basic knowledge of expense reporting software
Comfortable learning new software and technology platforms

Nice To Haves

Bachelor's degree preferred or equivalent combination of education and experience
4+ years of experience as an assistant at the Sr. Leadership level
Experience booking travel arrangements (flights & hotels) using Concur
Proficient with Microsoft Office Suite or related software
Experience with Workday preferred
Skilled at using AI tools to enhance efficiency

Responsibilities

Manage executive calendars, schedule appointments, and coordinate meetings
Handle incoming emails and correspondence with professionalism
Prepare meeting materials, agendas, and take detailed meeting notes
Process expense reports and handle basic accounting tasks
Draft and proofread emails, letters, and other business communications
Serve as liaison between executives and internal/external stakeholders
Handle confidential information with discretion and professionalism
Screen calls and visitors, determining priority and urgency
Coordinate meetings, including room booking and A/V setup
Arrange catering for meetings and events
Assist with planning company events and executive travel arrangements
Book travel arrangements (flights, hotels, ground transportation)
Prepare detailed travel itineraries and expense tracking
Handle travel changes and emergency rebooking as needed
Process travel expenses and receipts
Assist with special projects and research as assigned
Maintain project timelines and follow up on deliverables
Coordinate with various departments on cross-functional initiatives
Prepare reports and presentations using Microsoft Office Suite

Benefits

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)