Executive Assistant

Position Overview

A financial firm in Palm Beach Gardens, FL is seeking an Executive Assistant to support the firm's leadership and clients. The role involves a variety of administrative and operational tasks, allowing the founders to focus on business growth.

What You’ll Do

• Executive support to firm leadership and act as the primary point of contact for clients
• Manage calendars, schedule meetings, and handle incoming communications for Advisors
• Demonstrate sound judgment in delegating duties to other team members to ensure smooth workflow and productivity
• Take ownership of responsibilities, proactively anticipating the needs of leadership and clients
• Oversee client touchpoints, ensuring each interaction is seamless and contributes to a positive client experience
• Maintain the firm’s CRM system (Zoho/Calendly) through accurate data entry and database management
• Maintain office filing system, both paper and electronic
• Assist with planning, coordinating, and executing workshops and client appreciation events
• Provide marketing support as needed including social media, website, communications, events, etc.

What We’re Looking For

• Bachelor’s degree
• 3+ years of administrative office experience in a fast-paced environment
• Strong proficiency and confidence working across various platforms and operating systems
• Self-starter who takes initiative and works well independently
• Excellent communication: written and verbal, professional and well spoken
• Collaborative team player willing to assist others
• Exceptional organizational skills by efficiently managing multiple client requests and prioritizing time-sensitive tasks
• Meticulous attention to detail and a commitment to accuracy
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Embraces change and adapts quickly to evolving processes

Bonus Points

• Experience in financial services, wealth management, professional services, or client-facing executive support role preferred
• Demonstrated experience supporting leadership teams or business owners strongly preferred

Pay & Perks

$68,000 - $85,000 based on experience
PTO (2 weeks)

Schedule

In office: Monday – Friday, 9am-5pm/10am-6pm
Occasional evenings required for client events