About Harmony Capital Partners
"Alone We Can Do So Little; Together We Can Do So Much". This powerful quote by Helen Keller constitutes our culture at Harmony Capital Partners. We believe by working with you, it allows us to create a wholesome and inclusive financial planning experience for you.
Harmony Capital Partners is a growing wealth management firm that helps clients make thoughtful decisions around investments, retirement, tax planning, insurance, estate planning, and general financial planning principles. We are a relationship-driven team that values professionalism, organization, responsiveness, trust, and a high-quality client experience.
We are looking for an Executive Assistant / Operations Coordinator who can help our partners and advisory team stay organized, prepared, and focused on serving clients.
Role Overview
The Executive Assistant / Operations Coordinator will provide high-level administrative and organizational support to the firm's partners and advisory team. This person will help manage calendars, communication, meeting preparation, follow-up items, task tracking, internal coordination, client logistics, and special projects.
The right person is proactive, highly organized, detail-oriented, and a self-starter.
Key Responsibilities
- Manage calendars, scheduling, meeting coordination, and reminders for firm partners and team members
- Help prepare for client and internal meetings
- Track tasks, follow-up items, deadlines, and project progress
- Assist with company software: CRM, Microsoft Office and financial planning applications
- Handle confidential client and firm information with professionalism and discretion
- Serve as a reliable point of support for the advisory team and help ensure important details do not fall through the cracks
Required Qualifications
- Strong organizational and time-management skills
- Excellent written and verbal communication
- High attention to detail and ability to follow through
- Ability to manage multiple priorities in a professional environment
- Comfort using technology, calendars, email, documents, and task-management systems
- Proactive mindset and willingness to take ownership
- Professional, reliable, and service-oriented attitude
- Ability to improve systems, create structure, and anticipate needs before being asked
Schedule and Work Environment
This position is full-time and based in Middleton, WI. The role is expected to be performed during normal business hours. Occasional flexibility may be needed for firm events, meetings, or special projects, but after-hours responsiveness is not expected unless previously discussed.
How to Apply
Please submit your resume and a brief note explaining why you are interested in this role and what makes you especially effective at keeping people, projects, and details organized.
Job Type: Full-time
Pay: $25.00 - $30.00 per hour
Benefits:
- Health insurance
- Paid time off
- Retirement plan
Work Location: In person
