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?
If you’re resourceful, adaptable, and enjoy being the glue that holds operations together, you’ll thrive here. Triumph Wealth Management values purpose, collaboration, and making a difference in clients’ lives.
Key Responsibilities
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
- 2+ years of professional administrative experience (required)
- Experience in insurance or financial services (preferred)
- 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
Compensation: Annual salary of $50,000–$60,000