WestPoint Financial Group is assisting with the sourcing of this position for Triumph Wealth Management; Triumph Wealth Management is the direct employer for this role.
Location: Madison, WI (On-site)
Position Type: Full-Time, Monday through Friday
Compensation: $50,000 - $60,000 annually + Benefits
Reports to: Triumph Wealth Management Senior Management
Triumph Wealth Management, a boutique wealth management firm founded in 2007, is seeking a dynamic and highly organized Executive Operations Associate to serve as the right hand to one of our senior advisors. As part of a small and tightly knit team, you’ll play a critical role as the gatekeeper, organizer, and problem-solver , ensuring that daily operations and executive support run smoothly and efficiently. This role offers a unique opportunity to wear multiple hats in a collaborative, fast-paced, and growing practice where every team member makes a meaningful impact.
Key Responsibilities
Executive Support & Calendar Management
- Serve as the trusted gatekeeper and point of contact for the senior advisor’s communications and schedule
- Maintain and coordinate a complex calendar; manage scheduling conflicts and prepare materials for meetings
- Arrange Zoom and in-person meetings, conference calls, and team sessions; take minutes and track follow-ups
- Organize incoming communications including email and mail; route and respond with discretion and timeliness
Operations & Client Service
- Open client accounts and support ongoing account maintenance and service
- Track and monitor business submissions and planning progress
- Maintain organized, up-to-date records and follow through on client and team action items
- Assist in preparation of client correspondence, reports, and presentation materials
Team Coordination & Office Management
- Act as the central hub for office operations—collaborating with team members to complete shared tasks
- Take initiative in problem-solving and managing outstanding issues with clients and partners
- Help maintain and enhance internal systems, workflows, and databases
Qualifications & Skills
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and modern business tech (Zoom, CRMs, databases)
- Exceptionally detail-oriented with strong verbal and written communication skills
- Self-starter who thrives in a small-team environment and is comfortable wearing multiple hats
- Strong interpersonal skills with the ability to interact confidently with clients, advisors, and staff
- Demonstrated ability to prioritize, multitask, and follow through in a fast-paced setting
- Prior experience in financial services or professional services environment preferred
Benefits
- Dental and Vision Insurance
- Life, Short-Term, and Long-Term Disability Insurance
- Paid Holidays and PTO
- Retirement Savings Plan
If you're a proactive, adaptable, and resourceful individual who enjoys being the glue that holds an operation together, we would love to hear from you. Join our dedicated team and help support a mission-driven firm committed to helping clients live lives of purpose and significance.