Executive Assistant

About DBHW Wealth Partners DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide supporting, trusting and ongoing relationships with our clients. We aim to offer knowledgeable advice through our experience. Acting as a guide for our clients, we strive to bring them through all the ups and downs of life. This mission is driven by the idea that our relationship with them is full circle, and we help them take advantage of their greatest opportunities and pursue their financial goals with confidence. Meet Our Team: What is the role of the Executive Assistant at our firm? Are you the kind of professional who thrives behind the scenes - anticipating needs before they're spoken, orchestrating complex schedules with precision, and keeping high-performing leaders focused on what matters most? We're looking for an exceptional Executive Assistant who doesn't just manage calendars - they drive momentum. In this high-impact, in-office role, you'll serve as a trusted partner to senior leadership, acting as a gatekeeper, problem-solver, and operational powerhouse. From coordinating executive travel and leadership retreats to streamlining workflows and drafting high-level communications, you'll play a pivotal role in ensuring seamless day-to-day execution across departments. This isn't just an administrative role - it's a strategic position at the heart of the organization. If you're proactive, detail-oriented, tech-savvy, and thrive in a fast-paced environment where professionalism and discretion are paramount, we want to meet you. Step into a role where your organizational mastery, independent judgment, and ability to anticipate the next move will directly support executive success - and shape the efficiency of an entire organization. Job Summary: This position provides a high level of support to senior leadership. The Executive Assistant will assist with administrative tasks, event coordination and logistics, creating travel itineraries, calendar and project management, completing personal and professional tasks, while always utilizing professionalism and discretion. Duties/Responsibilities: Provide administrative support directly to members of executive leadership through complex calendar management including internal and client meetings, travel days, personal time and desk blocks, scheduling meetings and appointments, following up on action items including deadlines and commitments made by or involving executives, and partnering with other departments (Operations, Office Management, administrative teams) in the company to ensure operational efficiencies, clear objectives, and smooth day-today execution. Create activities and add detailed notes in firm systems (CRM, task management tools, internal platforms.) Maintain accurate documentation, workflows, and records. Assist with project coordination across departments and leadership initiatives. Draft, review and manage executive communications such as email correspondence, messages, and internal updates. Act as gatekeeper for executive time-prioritizing requests, preventing over-scheduling, and aligning meetings with strategic goals. Provide organizational support through process improvement, special projects as assigned, implement training schedules for new employees within the organization, and collaborate with other departments and team members to ensure project completion. Anticipate executive needs and proactively prepare materials, meeting agendas, briefing notes, documents, and context for meetings. Serve as primary point of contact on behalf pf executives, representing leadership with professionalism, warmth, and clarity. Coordinate travel logistics with itineraries, and scheduled events associated with team building and external events. Coordinating also includes logistics for executive meetings, off-site events, conferences, and leadership retreats across multiple leaders, departments, and locations. Manage and submit travel and expense reports accurately and timely. Introduce new processes and workflows to compliment seamless office operations. Develop in-depth understanding of all software used in our tech-heavy environment. Exercise independent judgment when managing competing priorities. Provide support in completion of personal and professional duties as assigned. Required Skills/Abilities: Excellent verbal and written communication skills. Excellent interpersonal and customer service skills. Excellent problem-solving skills. Exceptional organizational skills and attention to detail. Exceptional ability to multi-task. Excellent time management skills with a proven ability to meet deadlines. Ability to take initiative and work independently. Reliable and dependable. Extensive knowledge of office administration, clerical procedures, and recordkeeping systems. Intermediate or advanced computer skills with the ability to learn/utilize several industry specific software required to perform job responsibilities. Proficient with Microsoft Office Suite or related software. Education, Experience, and Licensing: High school diploma required; Bachelor's degree in Business Administration or related degree preferred. At least three (3) years of experience as a Personal Assistant or Executive Assistant required. Physical Requirements: Prolonged periods sitting or standing at a desk and working on a computer. Must be able to lift up to 15 pounds at times. This position is an in-office position. This job description is not designed to cover or contain a comprehensive list of activities, duties, or responsibilities that are required of the team member. They may change, or new ones may be assigned at any time with or without notice. Benefits As a full-time team member of the firm, you will be eligible to participate in several firm sponsored benefits. In addition, you will be entitled to accrue paid time off - starting at 120 hours each calendar year. We also close our office for 7 holidays, and have a floating holiday available for use as well. 401k Employee Retirement Savings Plan will be available after 6 months of employment and a minimum of 1000 hours. Employee directed pre-tax and ROTH contributions available. The 401k Employer Contribution begins on the 1st day of the quarter following six (6) months of employment with the firm. The company begins contributing a 3% Safe Harbor at that time, and employee contributions can begin at the same time. The company contributions are subject to a vesting schedule that are stated in the plan documents. 401k Rollover options from a previous employer plan are immediately available and encouraged. We offer Dental, Vision, Long-Term Disability, Voluntary Life Insurance, Critical Illness, and Accident Insurance - the employee is responsible for this expense for coverage if elected. Group Health Insurance Health Savings Account (HSA) Education Reimbursement - 5k lifetime allowance Financial planning Personal tax return preparation up to $1,250.00 annually PTIN Renewal for Tax Preparers All continuing education Incentive for earned credentials Study assistance program DBHW Wealth Partners is an Equal Opportunity Employer. The pay range for this role is: 55,000 - 70,000 USD per year (South Milwaukee)

Created: 2026-03-04