Join Vaughan Financial, a premier wealth management team dedicated to shifting the financial planning experience from complex to clear. With a 23\-year history of excellence, our firm has built a reputation for high\-integrity, holistic planning that puts the client’s best interest at the heart of every decision. Recently recognized as a 2026 Forbes Best\-in\-State Wealth Management Team, we combine sophisticated financial analysis with a deeply personal approach.
We are currently seeking a highly motivated Executive Assistant and Client Experience Coordinator. This pivotal role is designed for a professional with exceptional attention to detail and a passion for providing the best possible service to our clients. We pride ourselves on a culture of professional growth, proactive service, and seamless collaboration, where every team member plays a vital role in our clients’ peace of mind and the continued success of our practice.
Responsibilities
- Work with team and clients to manage all client service needs – addressing inquiries and resolving issues promptly delivering a high\-level experience
- Act as the primary liaison between the advisory team, clients, and the home office.
- Prepare advisor for each meeting
- Handle case notes, processing correspondence, maintaining client case files, and filing new statements, account forms and other materials as necessary.
- Maintain accurate client records and reporting
- Manage our client data system (CRM), including organization, client notes, reports, and future activities
- Participate in weekly and monthly team meetings to assess goals and provide updates on cases.
- Effectively communicate with the team prioritizing time\-sensitive tasks.
- Tasks and other projects as they arise
- 5\+ years of experience in business administration
- Bachelor’s degree in business, finance and/or equivalent work experience
- Demonstrated ability to maintain effective working relationships with clients
- Able to work both independently and on a team
- Ability to maintain a high degree of confidentiality
- Excellent oral and written communication skills
- Strong organizational and time management skills with the ability to set priorities and meet deadlines
- Strong attention to detail with the ability to work with a high degree of accuracy
- Someone who can take initiative
- Ability to think critically and make informed decisions
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Qualifications
Forbes Best\-In\-State Wealth Management Teams (1/2026\), Research \& ranking provided by SHOOK® Research, LLC – Data as of 3/31/25\. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
Job Type: Full\-time
Pay: $60,000\.00 \- $80,000\.00 per year
Benefits:
Work Location: Hybrid remote in Minneapolis, MN 55416