Executive Assistant

Northwestern Mutual

Executive Assistant managing client communication and administrative tasks at Park Street Advisors. Supporting wealth management advisors to focus on client relationships and strategic financial planning.

Posted 7/2/2026full-timeMinneapolis • Minnesota • 🇺🇸 United StatesMid-LevelSenior💰 $60,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Comp & perks

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!

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Attention to DetailOral CommunicationMulti-taskingConfidentialityHelpful Attitude