Executive Assistant to Chief Executive Officer

Monique Helstrom - Waukesha, WI

Hiring: Executive Assistant to Chief Executive Officer Company: Monique Helstrom Location: Waukesha, WI Job Posted Time: 2026-09-10 12:48:10 Employment Type: On-site Target Skills & Keywords : CFP, Project Management, Salesforce, Wealth Management About the job Experience: •5+ years of experience supporting a C-level executive, preferably in a fast-paced or entrepreneurial environment Required Skills: •Seeking a genius-level Executive Assistant to become the force multiplier behind a values-driven CEO, industry innovator, and entrepreneur. •This is a dynamic, high-trust role for someone who thrives in fast-paced environments and drives execution with precision. The CEO is looking for someone who helps him move faster, think more clearly, and execute better across his many businesses. •The CEO is the founder of a fast-growing retirement and wealth management firm rooted in entrepreneurial spirit and built on a culture of trust, ownership, and integrity. He’s a strategic visionary who thrives on speed, innovation, and impact. •A high-D DISC profile, he is direct, visual, data-driven, organized, and fiercely loyal. He expects results and operates best when surrounded by smart, capable people who can anticipate, challenge, and execute. He values honesty, extreme ownership, and coachability. •The right person will bring structure to the chaos, offer solutions instead of problems, and make the CEO’s life easier in ways big and small. •Own Tony’s calendar like a chessboard—move with purpose, navigate shifting priorities, defend his focus, and stay ahead of the day-to-day demands •Confidently triage hundreds of emails, filter what matters, and manage full inbox ownership •Ensure every meeting is purposeful, prepared-for, and followed up Compensation: •$90,000 - $100,000 / year •Full health, vision, and dental benefits Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!