Executive Assistant - Financial Services
About The Position
This Executive Assistant role at Coastal Wealth Private Client Group supports the President and the Private Client Group Team, one of the top financial advisory teams in the country. It is described as more than an administrative role, offering a front-row seat to a high-performing financial services practice. The role involves supporting sophisticated clients, meaningful philanthropic initiatives, and a leadership team focused on excellence, relationships, and impact. The ideal candidate thrives in a fast-paced financial services environment and seeks professional and personal growth. The position serves as a trusted partner, ensuring smooth operations so the team can concentrate on clients and strategy. The team operates within the EOS framework, valuing structured execution and accountability.
Requirements
- Organized, proactive, and polished with clients
- Discreet, dependable, and naturally service oriented
- Anticipates needs and takes ownership
- Proficiency with Microsoft Office
- Familiarity with eMoney or similar financial planning software
- Familiarity with CRM platforms
- Exposure to financial planning concepts
Nice To Haves
- Financial services experience (wealth management, insurance, financial planning support, or private client services)
- Florida 2-15 Life, Health & Variable Annuity License
- Series 7 license
- Series 66 license
- Bilingual English and Spanish
- Experience working within EOS environments
Responsibilities
- Coordinating calendars, travel, meetings, events, and client interactions
- Maintaining a polished, high-touch experience for clients
- Delivering thoughtful, professional service to community leaders, high-profile business owners, executives, and families
- Assisting with financial planning preparation
- Performing client servicing follow-ups
- CRM organization
- Compliance coordination
- Communication with custodians, carriers, and professional partners
- Supporting philanthropic and community initiatives
Benefits
- Competitive compensation
- Generous vacation
- Flexibility
- Exposure to sophisticated financial strategies and high-level clientele
- Real opportunity for growth as the team continues expanding
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
Number of Employees
101-250 employees
