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.