Job Title: Wealth Management Executive Assistant
Location: Lutz, FL
Status: Full-time, In-office
Compensation: $80,000 - $90,000

We are a tight-knit wealth management firm serving successful professionals business owners, individuals and families. For 40 years, we have taken pride in providing holistic financial and life planning for all our clients, with honesty and care. We pride ourselves on our white-glove service experience grounded in integrity, passion, and a commitment to excellence. Everything we aspire to do is focused on becoming and remaining our client’s most Trusted Advisor.

As a Wealth Management Executive Assistant, you will work directly with our firm’s leaders as well as the other members of our team to execute and support our business objectives. The ideal candidate will bring a mixture of excellent written and verbal communication skills, project management savviness, executive presence, and a track record of successful operational and administrative support.

Sound appealing? We operate with a set of shared values: hard work, humility, optimism and responsiveness. We are building a team with people who share our vision and want to make a real impact. This is an exciting opportunity to welcome a Wealth Management
Executive Assistant to the team that will play a crucial role in supporting financial advisors while making sure clients receive seamless, proactive, and thoughtful service. A significant part of this role involves strategizing, planning, and executing client wealth management initiatives, along with delivering personalized client experiences. You will also be responsible for managing and actively scheduling both the advisors' calendars and the office calendar for the financial planning team.

The attributes that we are looking for in a teammate include:

• Client first attitude
• Strong work ethic
• Unwavering attention to detail and accuracy
• Organizational and time management skills
• Proactive preparedness
• Strong relationship management skills
• Problem solving skills
• Leadership abilities
• True team player
• Results-driven mindset
• Self-motivated, organized, and deadline-oriented
• Exceptional verbal and written communication skills
• Professional integrity and discretion in handling confidential matters
• Ability to work independently or collaboratively

As an Executive Assistant, you can expect to:

• Complete paperwork to a high degree of accuracy and in a timely manner.
• Intake, screen, organize and process all that you are able, focus the advisors’ attention on the items that require their personal attention, and ensure that all activities are captured, scheduled, and completed.
• Execute firm marketing strategies.
• Maintain appropriate turnaround time on all items.
• Diligently manage operational tasks large and small.
• Coordinate the advisors’ calendar availability.

Qualifications for this role include:

• Strong computer skills, including proficiency with MS Office Suite
• Ability to multitask, prioritize and operate under tight deadlines
• 5-8 years’ experience in a similar role(s)
• Marketing experience would be a strong plus
• Background in professional firms
• Bachelor’s degree
• Demonstrated ability to work in a fast-paced environment delete not fast
• Exceptional oral and written communication skills
• A positive, collaborative attitude and professionalism under pressure

As an Wealth Management Executive Assistant, you'll work alongside driven, caring professionals, helping successful individuals and families pursue their dreams with clarity and confidence. Your work will directly impact clients' lives while you grow personally and professionally along the way

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us and you. We look forward to meeting you!