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Executive Assistant (Hybrid Work Option)

Company

Wealth Enhancement Group
Address , Plymouth, 55441, Mn
Employment type FULL_TIME
Salary $95,000 - $105,000 a year
Expires 2023-07-23
Posted at 11 months ago
Job Description
:
About Wealth Enhancement Group
Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, we now have over 75 offices nationwide and are rapidly expanding through organic growth and acquisition.

Our mission is to work together to improve our clients’ lives by providing them with the team-based expertise and resources they need to simplify their financial life. We share perspectives. We explore every point of view. We believe the best ideas are born from collaboration. And we’re looking for like-minded individuals to join our team.
We are seeking an Executive Assistant in our Corporate HQ office in Plymouth, MN. This role provides organization and administrative support to the Chief Investments Officer, VP, Business Development and the M&A Team.
The salary target for this role is $95,000 - $105,000 depending on experience; this position is also eligible for an annual team bonus.
Primary Job Functions
Calendar and Meeting Management
  • Schedule and coordinate travel, air | hotel | car | restaurants
  • Calendar management, schedule and manage meetings and calendar
  • Greeting external attendees; vendors
  • Meeting logistics; conference rooms, catering; technology set up
  • Coordinate internal and external meetings
    • Calendar management, schedule and manage meetings and calendar
    • Meeting logistics; conference rooms, catering; technology set up
    • Greeting external attendees; vendors
Coordination of Home Office Visits
  • Assist with conference preparation and presentations for executive speaking roles.
  • Coordinate home office visits for acquisition targets including their travel, transportation, calendars, meeting logistics, restaurant reservations, and all aspects of hosting external parties onsite including assisting with greeting and hosting
Administrative Support
  • Handles accounts payable invoices received and manages in Concur
  • Process expense reports, including corporate card and cash reimbursements
  • Various file management; and project support
  • Supports and tracks Vendors in the Venminder system.
Document production
  • May produce information; spreadsheets, reports and PPT presentations, for use in internal and external executive meetings. This includes formatting, editing, researching, copying, or transmitting text, data, and graphics into final written format.
Education | Qualifications
  • Well organized
  • Knowledge of Microsoft Office
  • Ability to work as a Team Member; positive solution-focused attitude.
  • Technical ability to set up conference rooms for remote attendees, including webinars and other remote meeting technology and software tools
  • Excellent oral and written communication skills
  • Ability to work with and keep information confidential
  • Great time management skills
  • 3+ years office administration experience
  • Professional interactions with departments
  • College degree is required
  • Detail oriented; ability to prioritize work and projects; able to work with deadlines and be flexible
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
  • Health care spending and savings accounts
  • Wellness programs and resources
  • Paid Time Off
  • 401k – with match and profit sharing
  • Short-term and long-term disability – employer paid
  • Paid parental leave
  • Tuition reimbursement
  • Dependent care spending account
  • Life insurance – employer paid
  • Training and professional development
  • 10 paid holidays each year
  • Medical and dental coverage
  • Vision coverage
IND123
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans.