Position: Executive Assistant Location: Palm Beach Gardens, FL Overview: Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? A financial firm in Palm Beach Gardens, FL is looking for a versatile and well-rounded Executive Assistant. This individual will be responsible for a variety of administrative and operational tasks, allowing the founders to focus on the continued growth of the business. This role is ideal for a self-starter with a strong background in client service, administrative support, and event planning who thrives in a fast-paced, client-focused environment. What you’ll do: - Executive support to firm leadership and act as primary point of contact for clients
- Manage calendars, schedule meetings, and handle incoming communications for Advisors, serving as professional gatekeeper
- Efficiently manage tasks and responsibilities, demonstrating sound judgment in delegating duties to other team members when appropriate 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
- Handle document management including scanning, copying, secure uploads and emails
- 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 experience in an administrative office or client-facing executive support role within financial services or wealth management is required
- Demonstrates 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
- Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
- Exhibits 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 adapt quickly to evolving processes
Bonus Points: - Demonstrated experience supporting leadership teams or business owners strongly preferred
What You’ll Get: Pay & Perks: - $68,000 - $85,000 based on experience
- PTO (2 weeks day 1)
Schedule: - In office: Monday – Friday, 9am-5pm/10am-6pm
- Occasional evenings required for client events
Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
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