Executive Assistant

Accredited Investors Wealth Management® is seeking a full-time Executive Assistant who is organized, compassionate, and hard-working with a desire to contribute to a growing team. The ideal candidate values a team-based, fast-paced, collaborative working environment and culture, exceptional attention to detail, and an ability to solve problems proactively and independently. Who We Are We are a high-performing group of over 60 team members who are passionate about delivering exceptional service for our clients and being a sought-after place to work. Founded in 1987, Accredited is focused on delivering industry leading wealth management services to approximately 600 families, providing an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients' lives. Fiercely independent and 100% owned by a group of actively engaged employee shareholders, Accredited manages approximately $3.7 billion of investment assets as of 12312024.We demonstrate our commitments - to our clients, our colleagues, and our community - through our values, culture, and mindset: Values-Based: Our values are embedded within our work through our deep relationships with our clients, connection and camaraderie with colleagues, philanthropic contributions, and sustainability efforts within our community. Culture-Focused: The Cultural Constitution from which we operate at Accredited isn't meant to be aspirational; it's practiced in our daily work. By actively applying gratitude and compassion, and functioning as one team, we strive to influence the future of our firm through our core values. Curiosity-Minded: We are building a diverse team of individuals who are comfortable asking questions, not simply answering them. What It's Like to Work Here Purposeful- At Accredited Investors Wealth Management, our guiding principles are centered on improving the individual and collective lives of all those we serve - clients, colleagues, and the community. Challenging - Our work is frequently challenging and fast paced, yet we believe challenges bring out the best in others and ourselves. It is one of the many reasons why Accredited's workplace culture has often been recognized by media outlets within our community and our industry. Energizing- Surrounded by thoughtful, charismatic leaders, laughter echoes through our hallways and egos are checked at the door. While collaboration is engrained, camaraderie is organic. New learnings are fostered and shared. Fun is encouraged on most days ending in y. Who You Will Work WithYou will be supporting two C-level executives who are aligned with common goals and the values of the firm, but with very different styles: one a high-energy managing partner who is always on the go (both around the office and in the community), as well as a high-profile industry-leading wealth management visionary who co-founded the firm. One is enthusiastic, exacting, and results oriented. She is always on the move and your focus will be to keep your eye on the clock to help her meet her obligations, including some personal assistant type requests. This includes anticipating speedbumps that might come her way while creating opportunities for her to catch her breath. You'll need to keep both a bird's eye view of her calendar on a larger scale as well as an eagle eye toward the daily details. The other is curious and charismatic, yet introverted and private. Taking the time to learn his needs and preferences is critical. While he doesn't need minute-to-minute attention; the items you handle for him must be laid out with thought and empathy. Your EQ is just as important as your IQ. Who Will Be SuccessfulCriticalResourceful Thinker: You must be curious - you will need to become familiar with all roles and resources to figure out the most efficient way to solve any problem that arises. You will be one of the first resources that your executive and other team members turn to when an issue arises. At the end of the day, you may be covered in soot with all the fires you've put out but will be highly valued for your efforts. Flexible: You'll need to be able to work in an environment with multiple priorities that can shift in the blink of an eye. You might be covering the front desk one minute, and planning firm and client events the next. The key to thriving in this environment is organization - in your email, notes, and calendar. Your life at Accredited could be different daily, weekly, or monthly. One day your work attire may be elevated casual, and the next may require distinguished professional. You will be held to high expectations, and you'll be relied on to make decisions on the fly. Details Matter: It's critical to make sure that everything you touch reflects the executives in the best light. Go over the details and then go over them again to ensure accuracy. It is important that all items you produce are polished and thoughtfully curated. Your communication with clients, prospective clients, and centers of influence in our industry is a reflection of our brand. Your professional demeanor should shine brightly as you engage with others. Compliance and confidentiality are critical.Collected: You are able to act calmly under deadlines and prioritize the important deliverables, while keeping a positive and solution-focused attitude. Like a duck, you will shine gracefully on the surface while also navigating multiple details underneath. You will need to be effective in conveying ideas and messages across verbal and written communications in the proper emotional state at the right time. Compassionate: You understand the circumstances of your clients and your team, while also balancing and adapting to the larger needs of the firm. What You Offer5+ years of experience directly supporting C-level executives required.Minimum of 2 years' experience providing support to a president or CEO preferred.Exceptionally responsive and proactive, with a proven track record of thriving in a high-pressure, time-sensitive environment. Demonstrated ability to stay highly organized, effectively manage competing priorities, and handle multiple tasks with precision and attention to detail. Outstanding interpersonal abilities, adept at fostering strong relationships with professionalism, diplomacy, and clear communication. Flexible, resourceful, and dependable team collaborator.Skilled at identifying potential needs and challenges and developing proactive strategies to ensure future success.Demonstrated capability to manage sensitive information with confidentiality, navigate competing priorities with adaptability, and deliver exceptional service and responsiveness. Adept with technology tools, including Customer relationship management (Microsoft Dynamics, client portal, etc.), Communication (Zoom, Teams, Outlook), and Document management (SharePoint, OneDrive).Ability to physically move quickly and efficiently throughout the office to complete tasks and support events in a fast-paced environment. Ability to listen to and incorporate feedback when given.Event planning experience.Associated degree or higher required. Adherence to Accredited's strict compliance and confidentiality standards.What We OfferAccredited Investors Wealth Management® offers a competitive compensation and benefits package including medical; dental; vision; disability and life insurance. We offer a 401k plan with generous employer contributions and match. In addition to our core benefits package, Accredited also offers enhanced benefits including pet insurance; adoption and fertility assistance; financial support for professional development and certifications; personal financial and investment planning services; charitable match; a marketplace-leading time-off allowance, including paid parental and grandparental leave and paid volunteer time; and firm-wide profit sharing. Our employees enjoy a sustainably focused, beautifully appointed facility, including a fitness center, pickleball courts, outdoor patio, state-of-the-art technology, electric vehicle charging stations, and amenities that enhance our work environment. Accredited is committed to promoting diversity and inclusion in our hiring process and is proud to be an equal opportunity employer. We welcome qualified applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity or expression), national origin, genetics, disability, age, veteran status, and any other characteristic protected by federal, state, or local laws. For more information about our firm, please visit our website at . If you're interested in applying for this role, please apply via our LinkedIn job posting.

Created: 2025-02-21