Executive Assistant

Description

Location: Scottsbluff, NE

Pay Range: $55,000 – $65,000 Base Salary

Type: Full-Time, In Person

Schedule: Monday-Friday, 8:15 AM – 4:30 PM

Hiring Firm: Upland Private Wealth

Reporting To: Founder & Wealth Advisor

Join Our Team at Upland Private Wealth - Upland Private Wealth is an independent wealth advisory boutique committed to simplifying the complexity of clients’ financial lives through clear, objective advice, comprehensive planning, and highly personalized service. The team takes pride in going the extra mile for clients, creating a boutique experience defined by responsiveness, personal attention, and a relationship-driven approach.

Upland Private Wealth is seeking an Executive Assistant to serve as a dependable administrative and client-service support partner for a high-touch advisory team. This role is centered on scheduling, calendar coordination, client administrative reviews, CRM follow-through, office organization, event support, and day-to-day assistance that helps advisors remain organized, prepared, and focused on serving clients.

This position is ideal for someone who is extremely organized, dependable, proactive, technologically comfortable, and strong at follow-through. Prior wealth management experience is not required; the team is intentionally open to candidates from administrative, healthcare, professional services, banking, legal, client service, hospitality, event coordination, or other high-touch environments where organization and client management are essential.

You will provide administrative, scheduling, and office coordination support, including but not limited to:

• Manage the team’s appointment process, including scheduling and confirming client meetings
• Follow up with clients when appointments need to be scheduled or rescheduled
• Track scheduling-related tasks to ensure deadlines, reminders, and follow-up items do not fall through the cracks
• Help advisors remain organized and prepared by anticipating calendar needs, meeting preparation items, and next steps
• Coordinate client appointments, internal meetings, and related logistics with professionalism and accuracy
• Serve as a reliable support resource who helps make the advisors’ days more organized and efficient

• Assist with lighter administrative client-service items, including beneficiary reviews, address reviews, and contact information updates
• Gather, verify, and update routine client information with accuracy and attention to detail
• Interact directly with clients for straightforward administrative needs in a polished and professional manner
• Document required client servicing activities in the CRM according to the firm’s established servicing structure
• Track follow-up items, recurring tasks, and service deadlines through completion
  
  Ensure details, deadlines, and client-service tasks are captured clearly so nothing gets lost

• Support general office administration, including ordering supplies, scanning receipts, maintaining organization, and assisting with miscellaneous administrative projects
• Assist advisors and team members with day-to-day administrative needs, internal coordination, and special projects as assigned
• Support travel planning, event planning, event logistics, and related administrative coordination for client and team events
• Provide basic technology assistance for straightforward issues such as password resets, user , and common client or user troubleshooting needs
• Assist with light marketing support as capacity allows, such as basic social media coordination, social media posting, or simple…