Executive & Personal Assistant

Executive & Personal Assistant Location:

Greenwood Village, CO — Hybrid (on-site as required) Employment type: Full‑time

Overall Functions:

The Assistant to Principal will provide high-level personal, administrative, and client-support services to a Principal at Meadows Wealth Group. The role improves the Principal's efficiency by managing calendar and communications, coordinating routine client tasks, and ensuring consistent follow-through across personal and business responsibilities. This position requires discretion, strong organization, and excellent follow-through. Key Responsibilities (may include but are not limited to): Personal & Executive Support Manage and maintain the Principal's calendar: schedule, reschedule, and follow-up appointments; prevent conflicts and follow up on outstanding items. Manage the Principal's inbox and telephone correspondence; assess messages, draft or send responses as directed, and/or direct to appropriate team member. Track, follow up and complete personal and professional to-do items to ensure deadlines and commitments are met. Coordinate personal administrative tasks (appointments, errands, travel bookings, expense tracking) with discretion. Prepare meeting materials, print proposals, and assemble client files as directed. Client Support & Coordination Handle routine client communications: initial outreach, reminders, follow-ups, and status updates. Monitor the Client Activity Report (CAR) and complete required follow-up tasks (late payments, document uploads, missing signatures). Process incoming non-securities client service requests (address/bank changes, loan requests, ISA inquiries) or route to the appropriate team member. Confirm receipt of forms and contact clients for return of completed documents. File statements, account forms, and other insurance/investment related materials; coordinate seminar/event registrations and materials. Administrative & Compliance Maintain accurate client case notes and client case files. Communicate with home office, Northwestern Mutual Investment Services (NMIS), and fund families to obtain or supply requested information. Execute routine team administrative tasks and support other team members as needed. Adhere to company policies and regulatory/compliance requirements when handling client information.

Qualifications:

2+ years administrative support, personal assistant, or customer service experience (finance/wealth-management experience preferred). Strong organizational, time-management, and multitasking skills with exceptional attention to detail. Professional written and verbal communication skills; comfortable communicating with clients and external partners. High level of discretion and confidentiality when handling personal and business matters. Proficient with Microsoft Office; experience with CRM systems or similar platforms is a plus. Demonstrated reliability, accountability, and ability to work in a fast-paced team environment.

Compensation & Benefits:

Salary:

$55,000 - $70,000 per year, depending on experience. Subsidized medical, dental, and vision insurance. Employer‑paid long‑term disability insurance. Retirement plan with employer match. Paid time off and holidays.

Additional Notes:

Background check and eligibility to work in the U.S. required. Meadows Wealth Group is an Equal Opportunity Employer. We welcome candidates from diverse backgrounds. 3UQtlyLAN7