About Triumph Wealth Management

Triumph Wealth Management, a boutique firm founded in 2007, helps clients live lives of purpose and significance. We’re seeking a proactive, highly organized Executive Operations Associate to support a senior advisor. This role offers the chance to make a meaningful impact in a fast-paced, mission-driven environment as part of a small, collaborative team.

Please note: WestPoint Financial Group is assisting with the sourcing process on behalf of Triumph Wealth Management.

Why Join Triumph Wealth Management?

At Triumph, your work goes beyond numbers—you help steward people’s life’s work with care and integrity. We believe a meaningful career is built by doing good for good people, every single day.

At Triumph, your work goes beyond managing portfolios—you help steward people’s life’s work. We believe meaningful careers are built by doing good for good people, and that legacy is defined by experiences, relationships, and impact—not just numbers on a statement.

This role is more than traditional administrative work—you’ll serve as the central hub for operations, client service, and executive support. If you thrive in a fast-paced environment, enjoy problem-solving, and want to make a meaningful impact, this position is for you.

We’re seeking a proactive, highly organized Executive Administrative Assistant / Executive Operations Associate to support a senior advisor and ensure smooth day-to-day operations. You’ll manage calendars, coordinate meetings, prepare client materials, and play a key role in shaping the client experience.

What You’ll Do

Executive Support & Calendar Management

• Act as gatekeeper for senior advisor’s communications and schedule
• Manage a dynamic calendar, resolve conflicts, and prepare meeting materials
• Coordinate Zoom and in-person meetings, take minutes, and track follow-ups
• Handle incoming communications with discretion and timeliness

Operations & Client Service

• Open and maintain client accounts
• Track business submissions and planning progress
• Maintain organized records and follow through on action items
• Prepare client correspondence, reports, and presentations

Team Coordination & Office Management

• Serve as the central hub for office operations
• Collaborate with team members to complete shared tasks
• Proactively resolve issues with clients and partners
• Enhance internal systems, workflows, and databases

What You Bring

• Minimum of 2+ years of professional administrative experience in financial services (required).
• Proficiency in Microsoft 365 (Word, Excel, PowerPoint, Outlook, Teams)
• CRM experience (required)
• Strong technology skills and understanding of digital workflows
• Exceptional communication skills (phone, written, interpersonal)
• Bachelor’s degree or equivalent experience (preferred)

Additional Traits

• Collaborative and adaptable in dynamic environments
• Strong time management and organizational skills
• High attention to detail
• Clear written and verbal communication
• Ability to manage multiple tasks and meet deadlines

What Triumph Offers

• Dental and Vision Insurance
• Life, Short-Term, and Long-Term Disability Insurance
• Paid Holidays and PTO
• Retirement Savings Plan

Equal Employment Opportunity

Triumph Wealth Management is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected status under applicable laws.

Location: Madison, WI (On-site)

Position Type: Full-Time (40 Hours per week), Monday–Friday