Executive Assistant
Wealth Enhancement Group
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 UniFi 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 www.wealthenhancement.com.
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, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at the manager level is $63,700.00 to $97,600.00. However, the base salary range bolded above ($72,000.00 to $82,000,00) is what we expect to pay as a starting range for this position.
#LI-HYBRID
#LI-AP1
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 be eligible to participate in the following benefits & development opportunities:
Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.