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Northwestern Mutual Affiliated with Waveform Wealth Partners

Executive Assistant

Job Description

Executive Assistant Northwestern Mutual Affiliated with Waveform Wealth Partners Woodbury, MN Job Details Full-time From $70,000 a year 2 days ago Benefits Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Retirement plan Qualifications Microsoft Outlook Executive administrative support Employee relationship building Attention to detail Organizational skills Time management Full Job Description Position Summary The Executive Assistant serves as a trusted partner to the firm's leadership team, ensuring the partners remain focused on the highest-value activities. This role manages priorities, coordinates communication, protects executive time, and drives follow-through across the organization. The Executive Assistant acts as a central point of coordination between partners and the firm, ensuring issues are addressed to the right people, commitments are completed, and important matters receive timely attention. Responsibilities Executive Partnership & Productivity Manage partner calendars, including business, personal, and family commitments. Prioritize competing demands and protect executive focus time. Track key initiatives, deadlines, and action items to ensure follow-through. Prepare partners for meetings, events, and strategic discussions. Communication & Executive Gatekeeping Filter, prioritize, and route communications appropriately. Determine what requires partner involvement versus independent resolution. Coordinate meeting follow-up and executive communications. Reduce distractions by managing non-essential requests and issues. Organizational Coordination Act as a liaison between partners and departments across the firm. Ensure issues are directed to the appropriate team members for resolution. Coordinate with Operations, Advisors, Client Service, and Leadership teams to ensure follow-through on commitments. Monitor open items, identify bottlenecks, and escalate concerns when necessary. Improve organizational efficiency by creating structure, accountability, and clarity around priorities. Administrative & Operational Support Serve as a liaison between partners and internal teams. Ensure the right people are addressing the right issues. Drive accountability and follow-through across departments. Identify and escalate critical matters requiring leadership attention. Relationship Management Help maintain important client, professional, community relationship touchpoints. Represent the partners professionally in interactions with employees, clients, vendors, and other stakeholders. Coordinate recognition, gifting, personal milestones, and relationship-building activities when appropriate. Support the partners in maintaining strong internal and external relationships. Skills & Qualities Exceptional organization and attention to detail. Strong judgment and discretion. Proactive, self-directed, and highly accountable. Confident communicator with the ability to navigate difficult conversations. Comfortable managing competing priorities and challenging personalities. Calm under pressure and adaptable to changing demands. Skilled at building relationships and driving results through others. Required Qualifications Experience in administrative, executive assistant, or business support roles preferred. Experience in financial services or a professional services environment preferred. Strong technology skills, including Outlook, calendar management, and Microsoft Office applications. Demonstrated experience coordinating relationships across multiple stakeholders. Strong organizational, communication, and time management skills. Ability to manage competing priorities with professionalism, discretion, and attention to detail.
Pay:
From $70,000.00 per year
Benefits:
401(k) matching Dental insurance Health insurance Paid time off Retirement plan Vision insurance
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Other Retirement and Savings
  • Health Insurance
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Total Score
54
out of 100
Average of individual scores