Executive Assistant

We are looking for a proactive Executive Assistant to support a financial planner in Olathe, Kansas. This contract opportunity has the potential to become permanent and is ideal for someone with experience in wealth management and familiarity with broker-dealer environments who can keep executive priorities organized and moving forward. The right candidate brings strong numerical confidence, sound judgment, and the initiative to manage schedules, travel, and meeting coordination with accuracy and professionalism.

Responsibilities:

• Manage the financial planner’s calendar, prioritize appointments, and keep daily commitments organized and on schedule.
• Arrange business travel from start to finish, including itineraries, bookings, and related logistics.
• Coordinate meetings by preparing schedules, confirming participants, and helping ensure each session runs smoothly.
• Provide day-to-day administrative support that helps executive activities stay efficient and well aligned.
• Assist with tasks tied to wealth management operations while maintaining attention to detail and confidentiality.
• Work within broker-dealer related processes and systems to help support business needs and documentation.
• Take initiative in identifying scheduling conflicts, administrative gaps, and opportunities to improve follow-through.
• Handle details that require accuracy with numbers and financial information in support of the planner’s workflow.
• Previous experience supporting an executive, advisor, or financial planner in an administrative capacity.
• Background in wealth management, financial services, or a similar environment requiring accuracy and careful attention.
• Familiarity with broker-dealer operations and related administrative processes.
• Experience using Wealthbox or comparable CRM platforms in a financial setting.
• Strong ability to manage calendars, coordinate meetings, and oversee travel arrangements.
• Solid comfort working with numbers and maintaining accuracy in tasks requiring close attention.
• Self-starter mindset with the ability to anticipate needs and take ownership of responsibilities.