Executive Assistant

KRM Generational Wealth Advisors provided pay range

This range is provided by KRM Generational Wealth Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$50,000.00/yr - $62,000.00/yr

Fractional Chief Operations Officer for Growing Financial Firms

KRM Generational Wealth Advisors is seeking a highly capable, detail-oriented Executive Assistant to support two senior partners in the firm. This role is mission-critical in ensuring the advisors’ practices run smoothly, efficiently, and with exceptional client service.

The Executive Assistant will operate with a high degree of autonomy, managing complex schedules, preparing detailed meeting materials—often with short turnaround timelines—and serving as the primary liaison between the advisors, clients, and the operations support team. The ideal candidate thrives in a fast-paced environment, communicates proactively, and brings a high level of professionalism and accountability to every interaction.

Responsibilities include but are not limited to:
Calendar, Communication, & Inbox Management

• Manage complex advisor calendars with fluid, shifting schedules
• Identify conflicts, proactively resolve overlaps, and communicate changes
• Handle inbound client service emails and requests, resolving directly or delegating to appropriate internal departments
• Serve as the primary communication bridge when advisors are unavailable or working outside the office
• Communicate via advisors’ preferred methods: phone call and text message for time-sensitive needs
• Professionally communicate with clients to schedule, reschedule, and coordinate meeting logistics

Liaison to Operations & Support Teams

The Executive Assistant will serve as the central point of coordination between advisors and internal operational functions.

Responsibilities include:

• Delegating tasks directly to operations and service team members
• Coordinating workflows and ensuring timely execution
• Tracking delegated work to completion and confirming accuracy
• Prioritizing incoming requests when multiple items compete for attention
• Making informed decisions when advisors are unavailable
• Holding team members accountable to timelines and standards

Qualifications

• 1–3 years of administrative support experience
• Financial services experience highly preferred
• Prior experience within Northwestern Mutual strongly preferred
• High proficiency in Microsoft Office Suite, CRM systems, and digital organization tools
• Excellent written and verbal communication skills
• Ability to operate independently with minimal direction

Core Competencies

• Exceptional organization and attention to detail
• Proactive mindset with strong anticipation of advisor needs
• High follow-through, reliability, and ownership of outcomes
• Comfort navigating changing schedules and priorities
• Professional client presence with strong interpersonal skills
• Ability to manage high volume and urgency without overwhelm
• Independent decision-making and problem‑solving abilities
• Emotional intelligence and diplomacy
• Strong time management and prioritization skills
• Confidence in holding others accountable respectfully and effectively

Compensation and Benefits

This is a full-time, salaried position based in our Edina, MN office. Compensation is competitive and commensurate with experience, with benefits available as part of the total compensation package.

About KRM Generational Wealth Advisors

KRM Generational Wealth Advisors helps clients plan, protect, and grow their wealth across generations. The firm is built on integrity, collaboration, and a commitment to excellence in every client interaction. KRM offers an environment where motivated professionals can grow their careers, learn from seasoned advisors, and develop the skills needed to build long‑term, meaningful client relationships.

KRM Generational Wealth Advisors is a marketing name for doing business as representatives of Northwestern Mutual. KRM Generational Wealth Advisors is not a registered investment adviser, broker‑dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.

Seniority level

• Entry level

Employment type

• Full‑time

Job function

• Administrative

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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