A successful financial services firm is seeking an Executive Assistant in Eden Prairie, MN. You will be responsible and accountable for the improvement and implementation of all retirement planning business processes related to: Client Relations and Office Administration/Management. As an Assistant to the CEO, you will also be responsible for scheduling personal travel, meetings, and logistics thereof.

HOW YOU WILL MAKE AN IMPACT:

• Manage all marketing as it relates to our FMO and the marketing they do for HWM (Facebook, Linked In, Podcasts, Website, Etc.)
• Schedule and manage all client meetings/appointments, Annual Planning Reviews, Executive/Personal correspondence, answering phones, greeting clients, entering and taking all applications.
• Assist in the management of Workshop and Client Event logistics (Food, Communication/Marketing, Venue, etc.)
• Coordinate office organizational tasks and functions such as file maintenance, electronic filing and CRM updating, as well as supplies/inventory management (office and seminar materials).
• Accountable for assisting with the proper execution of sales and marketing initiatives identified by the firm.