Executive Assistant

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 80000 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 .

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 remoteposition 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 $72000.00 to $82000.00 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. Were big on open conversations so lets have one.

Primary Job Functions

Administrative Support

• 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

Communication & Correspondence

• 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

Meeting & Event Coordination

• Coordinate meetings including room booking and A/V setup

• Arrange catering for meetings and events

• Assist with planning company events and executive travel arrangements

Travel & Logistics

• 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

Project Support

• 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

Education/Qualifications

Core Competencies

• 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

Technical Skills

• Proficient in Microsoft Office Suite (Word Excel PowerPoint Outlook)

• Basic knowledge of expense reporting software

• Comfortable learning new software and technology platforms

Preferred Qualifications

• Bachelors 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

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience qualifications skills and credentials; tenure cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws we must disclose the entire salary grade. The entire salary grade for those who are classified at the manager level is $63700.00 to $97600.00. However the base salary range bolded above ($72000.00 to $8200000) is what we expect to pay as a starting range for this position.

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness financial well-being professional development and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• 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)

Should you need reasonable accommodation when completing the application form or during the selection process contact the Human Resources Department at

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time file documents in high or low cabinets to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race color religion sex national origin age disability or any other protected status. Your personal information is handled in accordance with applicable data protection laws.