"Alerted.org

Job Title: Financial Executive AssistantJob Description

Oversee day-to-day financial operations, including budgeting, cash flow forecasting, liquidity planning, and timely execution of payments and transfers. Support financing arrangements and manage outstanding debt, including intra-family loans, ensuring compliance and proper structures. Manage insurance and risk across personal, property, and health coverage; handle claims and confirm assets are properly insured and registered. Coordinate lifestyle asset management for residences, yachts, and aircraft, including purchases, sales, renovations, and construction projects. Plan and manage travel logistics in collaboration with the travel team, delivering flawless itineraries and exceptional experiences. Provide high-level concierge services, including household logistics, personal staff management, courier services, and special projects such as event planning. Build and maintain strong relationships with clients, external advisors, service providers, and household staff, acting as a trusted liaison. Anticipate client needs, resolve issues proactively, and deliver tailored solutions aligned with family objectives. Collaborate with internal teams to ensure accuracy, compliance, and excellence in all aspects of service delivery.

Responsibilities

+ Oversee day-to-day financial operations, including budgeting, cash flow forecasting, liquidity planning, and timely execution of payments and transfers.

+ Support financing arrangements and manage outstanding debt, including intra-family loans, ensuring compliance and proper structures.

+ Manage insurance and risk across personal, property, and health coverage; handle claims and confirm assets are properly insured and registered.

+ Coordinate lifestyle asset management for residences, yachts, and aircraft, including purchases, sales, renovations, and construction projects.

+ Plan and manage travel logistics in collaboration with the travel team, delivering flawless itineraries and exceptional experiences.

+ Provide high-level concierge services, including household logistics, personal staff management, courier services, and special projects such as event planning.

+ Build and maintain strong relationships with clients, external advisors, service providers, and household staff, acting as a trusted liaison.

+ Anticipate client needs, resolve issues proactively, and deliver tailored solutions aligned with family objectives.

+ Collaborate with internal teams to ensure accuracy, compliance, and excellence in all aspects of service delivery.

Essential Skills

+ Administrative support

+ Microsoft Office Suite

+ Executive support

+ Administrative assistance

+ Finance

+ Accounting

+ Insurance risk management

+ Concierge services

+ Asset management

Additional Skills & Qualifications

+ Bachelor's Degree

+ 5+ years of experience

+ Detailed, organized, and ability to manage priorities

Work Environment

Hybrid work environment with Mondays and Fridays from home. Approximately 20 people in the office. Great company benefits, competitive compensation, excellent 401k match, and PTO.

Job Type & Location

This is a Permanent position based out of Racine, Wisconsin.

Pay and Benefits

The pay range for this position is $100000.00 - $150000.00/yr.

401k-Includes company match and investment options.PTO_ 4 weeks Health Insurance Vision and Dental Insurance

Workplace Type

This is a hybrid position in Racine,WI.

Application Deadline

This position is anticipated to close on Nov 13, 2025.

About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [email protected] (%[email protected]) for other accommodation options.