Executive Assistant - St. Louis Park

Position: Executive Administrator Firm: Secured Retirement Location: St. Louis Park, MN Reports To: CEO Overview: Secured Retirement is a privately held financial services firm based in St. Louis Park, MN. We specialize in retirement planning and investment strategies for individuals preparing for or currently enjoying retirement. As we scale, our standard remains unchanged: exceptional clients are served by extraordinary people, supported by disciplined systems and clear accountability. What you’ll do: The Executive Administrator provides comprehensive administrative and personal support to the CEO, serving as a critical extension of the executive office. This role is responsible for ensuring seamless coordination across professional and personal priorities, enabling the CEO to remain focused on strategic leadership and client impact. The ideal candidate is highly organized, proactive, and adaptable, with exceptional calendar and email management skills and working knowledge of QuickBooks Online for light financial administration. This position requires discretion, sound judgment, and the ability to thrive in a fast-paced, dynamic environment. Administrative/Support: ~80% People Interaction: ~20% What We’re Looking For: Executive Support Provide high-level administrative support to the CEO, including management of an exceptionally active and frequently changing calendar. Strategically coordinate meetings, appointments, and engagements to optimize executive time and effectiveness. Monitor, triage, and manage the CEO’s email inbox; draft responses, handle routine correspondence, and escalate priority matters appropriately. Prepare, proofread, and format professional correspondence, reports, and internal documents. Maintain organized records, files, task lists, and follow-up systems for executive initiatives. Communication, Scheduling & Logistics Deliver daily briefings and real-time updates to ensure the CEO is fully prepared and informed. Anticipate scheduling conflicts and proactively recommend solutions. Demonstrate initiative by anticipating executive needs before they arise. Maintain professionalism and composure while handling sensitive information and shifting priorities. Financial Administration & Project Support Utilize QuickBooks Online to support light bookkeeping activities, including invoice entry and payment tracking. Assist with CEO-led strategic initiatives and operational projects. Collaborate with internal teams (Marketing, Operations, Advisors) on cross-functional priorities. Coordinate internal meetings, trainings, and team engagement events, including catering and off-site logistics. Personal Assistant Responsibilities Coordinate personal appointments, travel arrangements, and errands. Manage personal calendars and ensure alignment with business commitments. Assist with personal projects, including gift purchasing and special arrangements. Liaise with family members, vendors, and service providers as needed. Coordinate CEO meal and lunch orders, accommodating preferences and schedule constraints. Expectations & Deliverables Within the first 90 days, the Executive Administrator is expected to demonstrate consistent attention to detail and accuracy in all tasks, highly effective and proactive calendar management, timely and professional email triage and communication management. Qualifications & Licensing Strong written and verbal communication skills High attention to detail and process discipline What You’ll Get: Pay & Perks: Competitive base salary Bonus potential Full benefits package Paid training and licensing support Schedule: Monday – Friday, 8:00am-5:00pm Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com