Executive Coordinator

Secured Retirement Job Description

Created 08/27/26

Executive Coordinator (EC)

Job Title:

Executive Coordinator - Exempt

Location:

St. Louis Park, MN

Work Hours; 8:30 AM- 5 PM

Reports To:

CEO

Secured Retirement (SRA) is a privately held financial services firm based in St. Louis Park, MN with an office annex in Woodbury, MN. SRA specializes in retirement planning and investment strategies for individuals preparing for or currently enjoying retirement. As the organization scales, the standard remains unchanged: exceptional clients that are served by extraordinary people, supported by disciplined systems and clear accountability.

Be Trustworthy – The Executive Coordinator will be the confidential assistant to the CEO of the company and must have a high level of integrity, the ability to protect the CEOs time, discern company priorities, and manage a busy calendar to allow the CEO time for visioning.

Take Ownership – The Executive Coordinator must be willing to take evolving ideas, processes, and tasks, bringing them to a timely completion. This may include clarifying the goal, establishing a deadline, and delegating to a better equipped staff member. See It, Own It, Solve It, Do!

Never Stop Growing – The Executive Coordinator will be stone’s throw away from one of the industry’s leaders in tax & retirement planning and that is always looking to better serve customers. This will require a willingness to learn, the opportunity for a variety of duties, resilience with rapid change, and dedication to improving each day.

Pursue Excellence – The Executive Coordinator will be responsible for ensuring that the duties of the CEO’s office are performed at the highest standards when engaging clients and employees. These responsibilities are founded in exemplary purpose, clarity, strategy, kindness, and intention.

Protect what is Important – The Executive Coordinator plays a key role in protecting the time and ability for the CEO to best serve clients and fellow team members. This will include calendar discipline, email triage, team member liaison, and diplomatic nudges to keep the CEO on task.

The Executive Coordinator provides comprehensive administrative and personal support to the CEO, serving as a critical extension of the executive office. This role is responsible for ensuring seamless coordination across professional and personal priorities, enabling the CEO to remain focused on strategic leadership and client impact.

The ideal candidate is highly organized, initiative-taking, resilient, and adaptable, with exceptional calendar and email management skills and working knowledge of Quick Books Online for light financial administration. This position requires discretion, sound judgment, and the ability to thrive in a fast-paced, dynamic environment where the CEO is in a constant state of innovation.

Administrative/Support: ~70%
People Interaction: ~30%

• Provide high-level administrative support to the CEO, including management of an exceptionally active and frequently changing calendar.
• Strategically coordinate meetings, appointments, and engagements to optimize executive time and effectiveness.
• Monitor, triage, and manage the CEO’s email inbox; draft responses, manage routine correspondence, and elevate priority matters appropriately.
• Prepare, proofread, and format professional correspondence, reports, and internal documents.
• Maintain organized records, files, task lists, and follow-up systems for executive initiatives.

• Deliver daily briefings and real-time updates to ensure the CEO is fully prepared and informed.
• Anticipate scheduling conflicts and proactively recommend solutions.
• Demonstrate…