Senior Executive Assistant

Accredited Investors Wealth Management® is seeking a full-time Senior Executive Assistant to serve as a deeply embedded partner to one of our managing partners. The right candidate has successfully operated in a high-volume, high-expectation executive environment and brings confidence, discretion, resilience, exceptional organization, and a strong sense of ownership.

This role extends beyond scheduling and task execution. The Senior Executive Assistant will serve as a trusted operating partner who understands the executive’s priorities, relationships, and commitments; identifies needs before they become urgent; and provides proactive support across business, client, networking, events, travel, and personal logistics.

We are a high-performing group of 60+ team members who are passionate about delivering exceptional service for our clients and being a sought-after place to work. Founded in 1987, Accredited is focused on delivering industry leading wealth management services to over 600 families, providing an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives.

Fiercely independent and 100% owned by a group of actively engaged employee shareholders, Accredited manages approximately $4.4 billion of investment assets as of 12/31/2025.

We demonstrate our commitments – to our clients, our colleagues, and our community – through our values, culture, and mindset:

Values-Based: Our values are embedded within our work through our deep relationships with our clients, connection and camaraderie with colleagues, philanthropic contributions, and sustainability efforts within our community.

Culture-Focused
:
The Cultural Constitution from which we operate at Accredited isn’t meant to be aspirational; it’s practiced in our daily work. By actively applying gratitude and compassion, and functioning as one team, we strive to influence the future of our firm through our core values.

Curiosity-Minded: We are building a diverse team of individuals who are comfortable asking questions, not simply answering them.

You will support a high-energy Managing Partner who is always on the go and maintains deep relationships with clients, prospective clients, colleagues, shareholders, and community and business leaders. Her responsibilities span client leadership, firm growth, marketing and communications, relationship development, industry and community involvement, and firmwide initiatives.

Her schedule frequently includes client and prospect meetings, networking engagements, external and internal events, leadership responsibilities, and offsite commitments. Effective support requires someone who can maintain a high level of coordination and communication even when the executive and EA are not physically together.

You will collaborate closely with the administrative team and colleagues across Wealth Management, Investment Management, Firm Growth, Marketing, and Operations. You will often serve as the first point of judgment for access, urgency, sequencing, logistics, and follow-through while representing the executive and firm with warmth, professionalism, and discretion.

Proactive & Highly Communicative: You do not wait for the executive to ask for updates. You maintain frequent alignment, communicate what is underway, close loops, and surface risks or missing information early. You understand that consistent communication creates confidence and prevents last-minute surprises.

Independent & Decisive: You can protect the executive’s time, redirect requests, resolve routine conflicts, and make thoughtful tradeoffs without seeking approval for every decision. You bring…