The Executive Assistant (EA) reports directly to the Executive Vice President, Head of Retirement & Wealth and serves as the primary administrative and operational partner to this executive.

While the role is principally dedicated to supporting the Executive Vice President, the Executive Assistant will also provide coordinated support to approximately five senior leaders within the Retirement and Wealth Growth organization. This includes facilitating collaboration across the leadership team, coordinating meetings and strategic planning sessions, and ensuring alignment across priorities.

This position requires exceptional judgement, discretion, executive presence, and the ability to manage complex and competing priorities in a fast-paced, growth-focused environment. The ideal candidate is proactive, highly organized, and capable of anticipating needs to enable effective strategic execution at the highest levels of the organization.

Serve as the dedicated executive assistant to the Executive Vice President, managing day-to-day administrative and operational needs.
Act as a trusted advisor and gatekeeper, prioritizing competing demands and ensuring the Executive Vice President’s time is focused on the highest impact initiatives.
Anticipate scheduling conflicts and proactively resolve issues before they arise.
Prepare executive briefing materials, presentations, reports, and correspondence.
Coordinate and support executive-level meetings, business reviews, and strategic planning sessions.
Provide coordinated administrative support to approximately five senior leaders within the R&W organization.
Assist with calendar management, meeting coordination, and cross-functional initiatives.
Track action items and follow up to ensure accountability and alignment across the leadership team.
Manage complex and dynamic calendars, including internal meetings, external client engagements, and industry events.
Coordinate travel itineraries and related logistics
Organize leadership meetings by preparing agendas, compiling materials, and managing follow-up communications.
Coordinate information flow between the Executive Vice President, senior leaders and internal and external stakeholders.
Support special projects and strategic initiatives with the R&W function
Other duties as assigned.

Requirements:

Education & Experience:

Minimum required:

10+ years of experience supporting senior-level executives required.
Bachelor’s degree or equivalent combination of education, experience and training required

Additional preferred:

Experience in financial services, retirement services, wealth management, or growth-oriented business units.

Skills & Abilities:

Demonstrated experience managing complex calendars across multiple senior leaders.
Strong business acumen and understanding of executive operations.
Exceptional organizational, prioritization, and problem-solving skills.
High emotional intelligence and the ability to exercise sound judgement and discretion.
Advanced proficiency in Microsoft Office applications and collaboration tools.

Other Requirements:

Typical schedule is [Monday–Friday, 8AM to 5PM CT; ability to work evening or weekend hours may be required during peak periods]
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to Company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be Monday or Friday)
Occasional travel (10% annually)
- Ability to provide personal transportation for training or meetings may be required
Occasionally lifts to 25 pounds
Prolonged periods of sitting and operating standard office equipment

Req Benefits:

The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.

Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.

Compensation: $95,000-$105,000 per year
Additional Details :

Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey - relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.

Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).

This requirement does not apply to support specialist positions.

Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!

Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners - helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.

We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.

Inspira Financial Trust, LLC

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