- Education and Experience: Bachelor's degree required, with at least 3 years of professional work experience. Financial services industry experience preferred but not required.
- Organizational Skills: Highly organized and able to coach others on organizational skills.
- Communication: Strong interpersonal and communication skills, both written and verbal.
- Tech Proficiency: Proficient in Microsoft Office (Outlook & Excel), QuickBooks, and Canva, with the ability to learn new technology systems quickly.
- Proactivity: Self-starter with the initiative to work independently and bring new ideas to the table.
- Adaptability: Able to thrive in a fast-paced environment and prioritize effectively.
- Continuous Learning: Curious and eager to increase knowledge through continuing education and research.
- Salary Range: $70,000 - $80,000, commensurate with experience.
- Comprehensive Benefits: Medical, Dental, and Vision Insurance, 401(k) after 6 months of employment, generous PTO, and paid group volunteer opportunities.
- In-office Team Environment: Ability to commute to our office located at 1615 Foxtrail Drive, Suite 260, Loveland, CO
Executive Assistant/Administrative Coordinator - Loveland, United States - Northwestern Mutual
Description
Executive Assistant/Administrative Coordinator
Do you want to support a high-achieving financial producer? Are you naturally curious? Are you someone that loves to solve problems? Have you ever been called outrageously organized? If so, this role may be for you
Perspective Wealth Advisors (PWA), a high-growth financial planning firm under Northwestern Mutual, is seeking a highly organized and detail-oriented Executive Assistant/Administrative Coordinator to join our dynamic team. The successful candidate will play a pivotal role in ensuring the smooth operation of our administrative processes, providing exceptional support to our Principal/Wealth Management Advisor, Steven Weigandt, and the broader PWA team.
Key Responsibilities:
1. Process Organization: Develop and maintain efficient processes to support business operations.
2. Calendar and Email Management: Coordinate all aspects of the Principal's calendar and email communications.
3. Task Accountability: Provide support to ensure the Principal's tasks are completed efficiently and on time.
4. Personal Calendar Assistance: Assist with personal calendar matters for the Principal as needed.
5. Task and Project Coordination: Develop and implement systems to ensure task and project completion, as well as effective communication within the team.
6. Team Administration: Support the administrative needs of the entire PWA team.
7. Financial Support: Assist with financial management and organization tasks as required.
Qualifications:
Benefits:
Competencies:
1. Interpersonal Communication: Builds rapport, fosters teamwork, and navigates critical conversations effectively.
2. Prioritization: Focuses on what's most important, eliminates distractions, and creates focus for self and team.
3. Good Judgement: Combines personal qualities with relevant knowledge and experience to make sound decisions.
4. Self-Starter: Operates effectively with minimal supervision, thinks critically, and problem-solves.
5. Dedication: Committed to high-quality work, aligns goals with team objectives, and stays motivated.
6. Humility: Free from egotism, welcomes diverse perspectives, and actively incorporates them into the workplace culture.
About Perspective Wealth Advisors:
At Perspective Wealth Advisors, we simplify financial lives by connecting the dots for our clients. Our model allows us to provide specialized attention to each client's unique financial situation, empowering them to feel confident and secure in their financial futures.
Join our team and be a part of our mission to help clients achieve financial security and build lasting legacies. If you meet the qualifications and are eager to contribute to our dynamic team, please submit your resume and cover letter detailing your relevant experience. We look forward to welcoming you to PWA