We are an independent wealth management firm headquartered located in the Western Suburbs of Minneapolis. We exist to create clarity and simplicity for the businesses and families we serve — delivering transparent, fiduciary advice across private wealth management and retirement plans. Our team is built on a shared set of core values, a commitment to continuous growth, and a genuine belief that people are at the center of everything we do.

We are seeking a high-performing Executive Assistant (EA) to serve as the strategic right hand to both founding partners. This is a dual-principal role built for someone who thrives on ownership, anticipation, precision & discretion. The EA's primary mission is to protect the time of both founders, design exceptional calendars, filter inbound communication & proactively manage the details of business and personal life — so the firm can scale and the founders can operate at their highest level.

Ideal Candidate Profile - -Exceptionally organized & detail-oriented — you notice what others miss -Calm under pressure — you don't rattle -Proactive, not reactive — already three steps ahead -Comfortable making judgment calls with incomplete information -Trustworthy with highly confidential business & personal information -Excellent written & verbal communicator -Warm, polished & professional in all client-facing interactions -Obsessed with clarity, efficiency & execution Schedule Requirements In-office — Monday through Friday, 8:00 AM – 4:00 PM Occasional flexibility

Calendar & Time Management -Own & maintain both founders' calendars with full precision -Design a "perfect week" structure for each principal covering business, personal & family priorities -Schedule all meetings with context, prep notes & buffer time built in -Account for travel, drive time & recovery in all scheduling -Color-code calendars for clarity -Audit both calendars 6+ weeks out on a recurring basis -Proactively surface & resolve scheduling conflicts between both principals White Glove Front-of-House Experience -Greet all clients, prospects & partners personally & warmly upon arrival -Prepare conference rooms in advance — materials, refreshments & ambiance -Maintain a master visitor log with client preferences, dietary needs & personal notes -Coordinate hospitality — coffee, beverages, catered meals when appropriate -Keep the office environment on-brand & presentation-ready at all times -Send personalized follow-up notes or gifts post-meeting when appropriate -Anticipate VIP arrival logistics — parking, building access, timing Inbox & Communication Management -Process both founders' inboxes twice daily -Filter, prioritize & respond on behalf of each founder when appropriate -Draft acceptances, declines & deferrals using approved templates -Ensure external partners receive fast, professional responses at all times Meetings & Admin Cadence -Prepare & run daily/weekly admin meetings with each founder -Maintain structured agendas: calendar review, open loops, decisions needed, follow-ups -Capture all action items & drive execution Travel Planning & Coordination -Own end-to-end travel for both principals — flights, hotels & ground transportation -Follow travel preferences & loyalty programs for each founder -Build detailed trip files with all confirmations & documentation -Handle delays, changes & cancellations proactively Event Coordination -Communicate with hosts, event organizers & media contacts -Manage Calendly links & pre-event intake -Ensure all prep materials & logistics are handled seamlessly Personal & Family Support -Coordinate personal appointments & family commitments for both founders Systems, Security & Tools -Maintain organized digital filing systems -Support Redtail CRM maintenance & contact organization Strategic Support & Problem Solving -Track ongoing projects & deadlines across both founders -Identify gaps, inefficiencies & risks before they become problems -Present solutions with 2–3 clear options -Keep both founders focused on their highest-leverage work Daily & Weekly Cadence -Daily: Review calendars, process inboxes AM & PM, prepare admin agendas, end-of-day recap & next-day priorities -Weekly: Full 6-week calendar audit, confirm upcoming meetings, review travel & family plans, restock office supplies

We are an independent wealth management firm headquartered located in the Western Suburbs of Minneapolis. We exist to create clarity and simplicity for the businesses and families we serve — delivering transparent, fiduciary advice across private wealth management and retirement plans. Our team is built on a shared set of core values, a commitment to continuous growth, and a genuine belief that people are at the center of everything we do.