Executive Assistant

Park Street Advisors is a Forbes “Best-In-State Top Next-Gen Wealth Advisors” and “Best-In-State Top Financial Security Professionals” award winning firm.

Our commitment is to provide our clients with unmatched service that makes them feel understood, special, and professionally supported while always maintaining our integrity and core values. The Executive Assistant manages scheduling, client communication, client experience, and administrative tasks to ensure the advisors can focus on client relationships and strategic financial planning.

Salary range $60,000-$80,000 depending on experience + best in class benefits.

Responsibilities include, but are not limited to

Team Support

• Manage calendar and email inbox for wealth management advisor
• Schedule client meetings
• Manage client experience
• Keep electronic files organized
• Update and maintain CRM system
• Coordinate all mailing
• Generate various reports
• Track licensing/certifications

Qualifications

• Commitment to maintain a high degree of confidentiality
• Work effectively with people at all levels
• Present a helpful, get-it-done attitude
• Strong written and oral communication skills
• High attention to detail and organizational skills
• Ability to multi-task and work in a fast-paced environment

Benefits Include

• Hybrid Work Schedule
• Unlimited PTO at employer’s discretion
• 65% employer subsidy on health insurance
• 100% employer paid dental and vision insurance
• Employer Paid Continuing Education
• Employer Paid Monthly Parking
• 401(k) with employer match and discretionary profit sharing
• Group short term and long-term disability insurance
• Maternity / Paternity Leave, and more!

Park Street Advisors is a marketing name for doing business as representatives of Northwestern Mutual. Park Street Advisors is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.