Overview

Executive Assistant & Operations Partner – Financial Services Jobs in Madison, USA at WestPoint Financial Group

A boutique financial firm in Madison, WI seeks an experienced Executive Operations Associate to provide essential support to a senior advisor. The role requires strong administrative capabilities, including managing schedules, preparing client materials, and ensuring efficient office operations. The successful candidate should have at least 2 years of experience in financial services and proficiency in Microsoft 365. This full-time position emphasizes collaboration and effective communication within a dynamic team environment.
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Title: Executive Assistant & Operations Partner – Financial Services

Company: WestPoint Financial Group

Location: Madison, USA

Category:

 

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