Executive Assistant

Executive Assistant

Location: Scottsbluff, NE

Pay Range: $55,000 $65,000 Base Salary

Type: Full-Time, In Person

Schedule: Monday-Friday, 8:15 AM 4:30 PM

Hiring Firm: Upland Private Wealth

Reporting To: Founder & Wealth Advisor

Join Our Team at Upland Private Wealth - Upland Private Wealth is an independent wealth advisory boutique committed to simplifying the complexity of clients' financial lives through clear, objective advice, comprehensive planning, and highly personalized service. The team takes pride in going the extra mile for clients, creating a boutique experience defined by responsiveness, personal attention, and a relationship-driven approach.

Position Overview - Upland Private Wealth is seeking an Executive Assistant to serve as a dependable administrative and client-service support partner for a high-touch advisory team. This role is centered on scheduling, calendar coordination, client administrative reviews, CRM follow-through, office organization, event support, and day-to-day assistance that helps advisors remain organized, prepared, and focused on serving clients.

This position is ideal for someone who is extremely organized, dependable, proactive, technologically comfortable, and strong at follow-through. Prior wealth management experience is not required; the team is intentionally open to candidates from administrative, healthcare, professional services, banking, legal, client service, hospitality, event coordination, or other high-touch environments where organization and client management are essential.

Your Role & Responsibilities

You will provide administrative, scheduling, and office coordination support, including but not limited to:

Scheduling, Calendar & Advisor Support

Manage the team's appointment process, including scheduling and confirming client meetings

Follow up with clients when appointments need to be scheduled or rescheduled

Track scheduling-related tasks to ensure deadlines, reminders, and follow-up items do not fall through the cracks

Help advisors remain organized and prepared by anticipating calendar needs, meeting preparation items, and next steps

Coordinate client appointments, internal meetings, and related logistics with professionalism and accuracy

Serve as a reliable support resource who helps make the advisors' days more organized and efficient

Client Administrative Reviews & CRM Follow-Through

Assist with lighter administrative client-service items, including beneficiary reviews, address reviews, and contact information updates

Gather, verify, and update routine client information with accuracy and attention to detail

Interact directly with clients for straightforward administrative needs in a polished and professional manner

Document required client servicing activities in the CRM according to the firm's established servicing structure

Track follow-up items, recurring tasks, and service deadlines through completion

Ensure details, deadlines, and client-service tasks are captured clearly so nothing gets lost

Office Administration, Events & Light Technology Support

Support general office administration, including ordering supplies, scanning receipts, maintaining organization, and assisting with miscellaneous administrative projects

Assist advisors and team members with day-to-day administrative needs, internal coordination, and special projects as assigned

Support travel planning, event planning, event logistics, and related administrative coordination for client and team events

Provide basic technology assistance for straightforward issues such as password resets, user ID setup, and common client or user troubleshooting needs

Assist with light marketing support as capacity allows, such as basic social media coordination, social media posting, or simple website updates

Partner with the team while maintaining clear separation from higher-risk technical operations such as account opening, money movement, trading, and sensitive client operations

Requirements

What We're Looking For

Required Qualifications

1-3+ years of experience in administrative support, executive assistance, office coordination, client service, healthcare administration, professional services, banking, legal administration, hospitality, event coordination, or another high-touch administrative environment

Exceptional organization, dependability, punctuality, and follow-through

Strong attention to detail when managing calendars, client information, CRM tasks, records, deadlines, and administrative follow-up items

Professional written and verbal communication skills with comfort interacting directly with clients

Ability to anticipate advisor needs, take ownership of tasks, and work proactively without requiring constant direction

Comfort juggling several small priorities simultaneously while keeping details, deadlines, and next steps organized

Technologically comfortable with general office systems, Microsoft Office, Outlook, Word, Excel, Teams, CRM tools, and basic user troubleshooting

High degree of discretion and sound judgment when handling confidential client and firm information

Preferred Qualifications

Prior experience in wealth management, financial services, banking, insurance, accounting, legal, healthcare administration, professional services, or another client-focused environment is helpful, but not required

Experience managing a high volume of clients, patients, customers, or appointments with strong organization and follow-through

Familiarity with CRM systems, scheduling tools, digital filing, document management, or e-signature platforms

Experience coordinating travel, events, client meetings, office hospitality, or administrative logistics

Exposure to light marketing support, such as social media coordination, basic website updates, or simple content posting

Why Join Upland Private Wealth?

• Competitive base salary of approximately $55,000 $70,000, with future discretionary bonus potential based on performance
• % Employer Paid Medical Benefits Package (Health, vision, and dental insurance)
• 401(k) match
• PTO Policy + Paid Holidays
• On-the-job training and professional development
• A culture that values focus during the workday and balance after hours