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Executive Administrative Assistant to the COO and Managing Partner

Steele Recruiting

Executive Administrative Assistant to the COO and Managing Partner

Minneapolis, MN +1 location
Full Time
Paid
  • Responsibilities

    Steele Recruiting is a retained Executive Administrative Assistant Search firm, specializing in Executive Administrative Assistant permanent placements for C-Suite and Senior Leadership Executives in the Twin Cities.

    With nearly 20 years in recruitment, we have a solid reputation for quality placements, maintaining professionalism and confidentiality for every client and candidate.

    We are currently partnering with a dynamic, expanding, billion-dollar Financial Investment Company located in beautiful Edina, for an Executive Administrative Assistant to support the COO and Managing Partner.

    This growing company is an employee-owned wealth planning and investment firm, delivering a high level of client service, expert advice and exceptional investment performance to a select group of families and family offices of substantial wealth.

    Position Highlights:

    • Provide exemplary, professional, white glove level Executive Administrative Assistant support, and act as the right hand confidant to both the COO and Managing Partner, to increase their capacity to expand productivity and manage clientele strategy and interactions

    • You will become part of a collaborative team of professionals, and exercise your superior confidentiality skills, with access to highly sensitive client financial investment and company information

    • Responsibilities to include heavy calendar management of two busy executives, email management, meeting planning and preparation, meeting minute dictation, corporate event planning, written communication through email correspondence, coordinating a quarterly newsletter, Proofreading documents for accuracy, PowerPoint presentations, travel arrangements, and expense reporting

    • You will interact with high net worth clientele with your outstanding interpersonal and client service skills, anticipating needs to a flawless presentation

    • You will support a team who respects, appreciates and partners with the EA, including you in meetings, and respecting participatory, objective feedback and partnership in a collaborative work environment

    This position requires:

    • Expert level skills in Microsoft (Word, Outlook, Excel and Power Point), SharePoint, PDF Adobe, CRM Sales Force or similar

    • Strong Proof reading and writing skills

    • Flexible, highly organized, curious, high attention to detail, sense of urgency

    • Able to work independently and as part of a group in a fast growing company

    • A curiosity and interest in Financial Investments.

    • 10 or more years Executive Administrative Support experience to high-level executives, VP or C-Suite, preferably supporting Executive(s) in a Financial Institution

    • Bachelor’s Degree preferred

    • Ability to multi task and handle confidential information with discretion

    What makes this opportunity unique? A Comfortable Culture. Ego is left at the door, and everyone works together as a team. They are hard working, yet informal, high energy, but not high strung. They encourage you to grow and learn, and empower you to make decisions to support the integrity of the company and clients.

    This company supports our local community by making regular contributions to local charities and organizations, and will match your donation up to $3,000.

    You will work in a beautiful office, in the heart of Edina with free onsite parking, close to shops, restaurants, bus line and 494.

    Benefits include:

    Outstanding compensation and benefits, including PTO, holidays, 401K, Profit Sharing, 100% paid family medical, dental, vision. STD, LTD, Corporate giving fund match, free portfolio management.

    Please forward your cover letter of interest and resume to:

    Diane@steelerecruiting.com for consideration.

    All inquiries and information will remain highly confidential with us.

    EOE

     

  • Locations
    Minneapolis, MN • Edina, MN