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 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.

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 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.
** 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
*** 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
* WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience,…