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Administrative
Executive Assistant
Cedar Falls, IA
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We are seeking a Senior Executive Assistant to work directly with the leader of our established wealth management practice in Cedar Falls. This is a high-trust, high-impact role for an experienced professional with outstanding judgment, initiative, organization, and discretion. The right person will become a trusted partner in managing the executive's time, communication, priorities, and follow-through. Key Responsibilities
Own executive calendar, scheduling, travel, and meeting coordination
Help manage a high-volume inbox, including triage, delegation, and correspondence
Maintain priorities, action items, and follow-ups
Prepare for meetings and track commitments across the team
Coordinate and help facilitate weekly team meetings
Help organize quarterly priorities and team offsites
Proactively protect the executive's time and anticipate needs Ideal Candidate
Significant experience supporting a senior executive, business owner, or partner
Exceptional organization, communication, and follow-through
Strong judgment, discretion, and professionalism
Proactive, confident, and comfortable operating independently
Able to work effectively with senior professionals and drive accountability
Strong technology skills Experience in wealth management, financial services, or professional services is helpful but not required.
This is more than a traditional administrative role. We are looking for someone who can become a trusted executive partner and increasingly know what needs to happen before being asked.
Compensation:
Highly competitive and commensurate with experience, plus benefits.
Pay:
$70,000.00 - $85,000.00 per year
Benefits:
Dental insurance Employee assistance program Health insurance Life insurance Paid time off Retirement plan Vision insurance Application Question(s): Ability to work in-person