Part-Time Executive Assistant

Position: Executive Assistant to Private Wealth Advisor

Practice: J. Arthur Financial

Location: Bloomington, MN (20-30 hours weekly with ability to go full-time in the future – flexible work from home – 1 - 2 days in office)

About Us:

J. Arthur Financial is seeking a highly skilled Executive Assistant to act as the advisor’s trusted right hand and ensure every aspect of client service is handled with excellence. In this pivotal, client-facing role, you will oversee and manage the full client experience, from day-to-day service requests to implementing the firm’s broader service strategy. The ideal candidate is proactive, detail-oriented, and thrives on building strong relationships with both clients and the team while anticipating needs and keeping operations running seamlessly.

Role Overview:

You will act as the right-hand to the Advisor — not just administrative support. You’ll manage a mix of business and personal tasks with discretion, handle critical back-office and client-service support functions, and help maintain our operations and client responsiveness.

Key Responsibilities:

• Triage and manage inbound email/communications — filter, prioritize, and escalate appropriately.
• Manage advisor’s calendar: meetings, client appointments, travel planning, and coordination internally.
• Maintain documentation, manage CRM data-entry, and track tasks and follow-ups.
• Oversee routine operational workflows: task prioritization, deadlines, project support, client-service tasks.
• Provide limited personal support as needed (e.g., personal email management, discreet scheduling or errands) — with a high level of discretion and confidentiality.
• Proactively anticipate needs and independently manage administrative workflow to keep the advisor’s output efficient and organized.
• Prepare for and follow up on client meetings

Qualifications:

• 3–7+ years experience as an Executive Assistant or similar role — ideally in a professional services, financial services, or wealth-management environment.
• College degree preferred
• High proficiency with Microsoft Office (Outlook, Excel, Word), comfortable with CRM/data-entry systems, and general tech-savviness.
• Exceptional organizational skills, attention to detail, ability to manage multiple priorities.
• Highest levels of discretion, integrity, confidentiality, and professional judgment.
• Comfortable handling both business and personal administrative tasks (with appropriate boundaries).
• Excellent written and verbal communication skills; good judgment in triaging tasks, requests, and communications.

What We Offer:

• Hourly rate:  $26-$29 depending on experience.
• Schedule:  20-30 hours per week initially, with potential to transition to full-time
• Flexible hybrid schedule with in-office presence 1-2 days a week
• Health insurance stipend (taxable).
• Flexible work from home schedule with the ability to come into the office 2 days a week.
• Two weeks paid time off.
• Opportunity to support a high-net-worth advisory practice, gaining exposure to wealth-management operations and client service.

How to Apply:
If you're passionate about delivering high-quality client service and enjoy being part of a small, growth-focused team, we’d love to hear from you. Submit your resume and a brief cover letter outlining your interest in the role.

We are an equal opportunity employer