Executive Assistant to CEO

Southern Wealth • Tallahassee, FL

6d • $50,000 • Onsite

About The Position

Southern Wealth, a Northwestern Private Client Group, is seeking an experienced, full time Executive Assistant for our CEO. This role encompasses a variety of functions to facilitate an exceptional client experience and to support the operations of our firm. Overall, this role requires a combination of exceptional communication and interpersonal skills, attention to detail, initiative, and the ability to handle multiple tasks quickly and efficiently. You will play a critical role in ensuring client satisfaction, advancing marketing efforts, maintaining operational effectiveness, and supporting the advisors and executives in their day-to-day activities.

Requirements

• Bachelor's Degree (extensive experience may be considered in lieu of a degree)
• At least two (2) years of professional experience as an administrative assistant or an executive admin assistant
• Ability to work full-time Monday – Friday, 8:00am – 5:00 pm, in our Tallahassee, FL office
• Ability to pass both a background check and drug test
• Excellent interpersonal and communication skills.
• Ability to empathize with clients, actively listen to their concerns, and provide appropriate guidance.
• Strong problem-solving skills to address administrative and operational challenges.
• Proficient organizational skills to handle multiple tasks, prioritize workload, and meet deadlines.
• Attention to detail when managing multiple requests and maintaining accurate records.
• Proficiency in using productivity tools such as Microsoft Office Suite (Word, Excel, PowerPoint), email systems, and CRM software.
• Upholding ethical standards and maintaining client confidentiality.
• Understanding the importance of safeguarding sensitive financial and personal information.
• Ability to work effectively in a team environment, collaborating with colleagues from various departments.
• Willingness to share knowledge, assist teammates, and contribute to a positive work culture.
• Flexibility to adapt to changing priorities and work under pressure in a fast-paced environment.
• Resilience to handle challenging client situations or demanding workloads.
• Strong work ethic, reliability, and a commitment to delivering high-quality service.
• Professional demeanor, including effective written and verbal communication skills.

Nice To Haves

• Experience with marketing.
• Financial Services background.

Responsibilities

• Phoning new referrals to set initial meetings.
• Provide prompt and professional assistance.

Benefits

• Group Disability Insurance Short and long term paid for by the firm.
• Optional Dental, Vision, Aflac At their expense, but it’s at a discounted rate.
• 401K (eligible 1st of the month after 30 calendar days). Matching 100% up to 3%, 50% up to 5%.
• Subsidy for Medical Insurance (eligible 1st of the month after 30 calendar days).
• PTO: 10 days per year, prorated based on hiring date.
• Nine (9) paid major holidays, including two days for Christmas and two days for Thanksgiving.
• Frequent, off-site team building activities and celebrations.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level