Executive Administrative Assistant

Company Description

Egermier Wealth Management Group is an independent financial services firm based in Omaha, NE, specializing in retirement income distribution and comprehensive wealth management. With over 30 years of experience, our team of CERTIFIED FINANCIAL PLANNER™ professionals is dedicated to helping clients achieve their financial goals. We pride ourselves on providing objective advice, free from sales pressures and proprietary product ties. Our services range from retirement planning to wealth-building strategies, fostering a client-focused and transparent approach.

Role Description

This is a full-time, on-site Executive Administrative Assistant role based in Omaha, NE. The individual in this position will provide high-level administrative support, including managing schedules, coordinating meetings and travel arrangements, handling correspondence, and maintaining organized records. The role also involves managing office tasks, practicing strong phone etiquette, and ensuring efficient communication.

Qualifications

• Expertise in Administrative Assistance and Clerical Skills
• Strong abilities in Executive Administrative Assistance
• Excellent Communication skills and professional Phone Etiquette
• Proficiency with office software and organizational tools
• Detail-oriented with the ability to prioritize tasks effectively
• High level of discretion and professionalism
• Experience in financial services or similar industries is a plus
• Associate’s or Bachelor’s degree in a relevant field preferred

Pay/Benefits

• Hourly rate $18 - $23 an hour
• Up to 6% match on 401(k) Contributions (once eligible)
• PTO (once eligible)