Company
Ludacka Wealth Partners is a financial planning and advisory firm, which for 25 years has offered wealth management, retirement and estate planning, and comprehensive insurance coverage to clients in over 40 states. In 2024, our 18-member team was ranked as a Top 20 Financial Security Practice in the United States by Forbes Magazine and was recognized by Northwestern Mutual as the financial advisory firm in the Northwestern Mutual network nationwide.
Role Description
As Executive Assistant, you will join a very successful team that is always looking to get 1% better. We run at a fast pace, and this role requires a candidate that is highly organized, detail-oriented, and extremely responsible . In this role, you will work collaboratively with our tight-knit team, create a positive office environment for your teammates, elevate our client experience, and professionally represent our team within Northwestern Mutual and to key outside relationships.
Job Duties
- Manage the company's Outlook calendar and e-mail inbox
- Monitor company e-mail and voice mail and be comfortable replying on behalf of the firm
- Manage inventory of office & kitchen supplies, client gifts, and promotional gear
- Operate as the back-up resource on critical admin issues when the Executive Assistant is out
- Administer incoming & outgoing mail, and the shipment of client gifts, mailings, or invitations
- Create positive experience for clients and guests visiting the firm's office
- Maintain the team's client gift log in accordance with regulatory compliance standards
- Coordinate and support business activities outside of Ludacka Wealth Partners
Desired Skills and Experience
- High attention to detail, strong organizational skills, superior commitment to responsibility
- Must exhibit the highest level of discretion and good judgement
- Ability to effectively work through challenging situations with limited formal authority
- Proactive mind-set with the ability to anticipate and resolve issues
- Ability to embrace change and work in a fast-paced professional environment
- "Whatever it takes" mentality
- Notary Public designation to be completed within 90 days of hire
Career Opportunity
Ludacka Wealth Partners has been one of the most successful financial advisory practices within the Northwestern Mutual network for more than 25 years. This position provides the successful candidate an opportunity to make an immediate impact on firm growth, while providing for long-term personal and professional growth.
The successful candidate is entering an ideal environment to succeed and thrive - the team at Ludacka Wealth Partners includes CFP registered financial advisors, several licensed support advisors and analysts, a CFA charter holder, and former company CEOs, CFOs, and COOs. The culture is fast-paced, collaborative, achievement-oriented and focused on the growth and development of each individual.
Salary range of $65,000 to $80,000, commensurate with the successful candidate's experience and expertise, plus bonus potential based on individual and company performance,. Benefits package includes health / dental / vision / disability insurance, generous paid time off, retirement savings plan, wellness program, and professional development and continuing education assistance.
Northwestern Mutual
Northwestern Mutual is a financial services company that offers a variety of insurance and investment solutions. Since its founding in 1857, through every recession and every economic boom, it has kept its focus on the long term, delivering our clients and policy owners consistent financial strength year after year. Northwestern Mutual financial representatives build lifelong relationships to help clients identify their unique needs in order to provide long-term solutions.