Executive Administrative Assistant - Leading Financial Advisory Firm

Flourish Wealth Management (www.flourishwm.com) is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We offer comprehensive wealth management services that seamlessly integrate life planning with financial planning, with a special focus on impact and sustainable investing. As fiduciaries, our team is dedicated to prioritizing our clients’ best interests, guiding our decision-making process, and fostering a culture of long-term, caring, and trusted relationships.

At Flourish, we are committed to continuous learning, personal development, and team building. We engage an external professional to help us understand our individual strengths, enhance our communication skills, and identify opportunities to strengthen our team-oriented culture.

Job Description

We are looking for a PERMANENTLY REMOTE Executive Administrative Assistant who embraces our values and is committed to supporting success, efficiency, and teamwork. The Executive Administrative Assistant will work closely with the firm’s President and Founder, Kathy Longo, and other team members as needed to assist with her calendar and email management, handle projects, assist with compliance, as well as bill paying and record keeping. The owner of the firm is passionate about helping women and their families connect the emotional and technical side of money. She is the author of the book Flourish Financially: Values, Transitions, and Big Conversations, which encourages a holistic and personalized approach to finance, focused on understanding one’s money story, plan for the big transitions in life and have the necessary money conversations. Kathy continues to provide financial education by using the tips, concepts, and ideas she refined in her podcast Flourish Financially. She has garnered a vast array of honors and recognitions and stays relevant and innovative through both community involvement projects and her work on a variety of local and national boards.

Find out more about the company at www.flourishwm.com.

Salary and Benefits

• Salary range of $60K-70K, based on experience
• Permanently remote position
• 401(k) plan with employer contribution
• Medical plan and Health Savings Account contribution
• Employer paid long-term disability coverage
• Unlimited PTO plus bonus holiday week
• 10 paid company holidays
• Firmwide communications training and career development
• Bi-weekly education meetings focused on learning and Diversity Equity and Inclusion (DEI) initiatives
• Personalized development plans in coordination with outside resources
• Time to Appreciate and Celebrate!

Responsibilities include:

• Provide direct support primarily to the firm’s President and Founder, Kathy Longo, CFP, CAP, CDFA
• Email management, calendaring, and scheduling for Kathy
• Oversee client scheduling for the firm
• Coordinate and manage initial interactions with prospects to ensure a positive and informative experience.
• Act as Compliance Assistant, handling day-to-day compliance functions, obtaining decisions and direction from the Chief Compliance Officer (CCO) to implement and monitor policy. Maintain the compliance records.
• Maintain key partner relationships including insurance, technology and software providers
• Monitor key performance indicators (KPIs) and keep track of progress to ensure that the company is meeting its goals.
• Assist with bill payments, records, and tracking/analyzing progress towards firm goals
• Order office supplies, coordinate maintenance requests, coordinate and schedule with outside vendors
• Coordinate team events, holidays, and team celebrations, milestones, & gifts
• Assist with answering the main phone line
• Provide occasional support to other advisors of the firm
• Coordination of personal tasks for the firm’s President

Qualifications:

• Detail-oriented and organized
• Great communication skills
• Excellent multi-tasker and ability to manage projects and see them through to completion
• Ability to prioritize tasks, problem-solve, and meet deadlines
• Ability to maintain confidential information within a small team
• Function well with deadlines in a fast-paced environment
• Strong work ethic and ability to work well in an entrepreneurial, small team environment
• 5 plus years of experience in a support role
• EOS experience and/or HR experience is a PLUS

Qualified candidates will start the process by having a 15- to 30-minute zoom interview conducted by our consultant (the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments.

We are an Equal Opportunity Employer.