Executive Assistant

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 Uni Fi 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.

We are seeking a detail‑oriented and proactive Executive Assistant to provide high‑level administrative support to senior executives. This hybrid remote position is available to candidates able to spend at least one day per week (Wednesdays) on site at our headquarters in Plymouth, MN. The base salary range for this position is $72,000 to $82,000
, exclusive of bonuses and benefits. This role is also eligible for our corporate bonus.

• 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

• 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

• 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

• 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…