Executive Assistant to the President & CEO

Revision Wealth Management • Jacksonville, FL

34d • Onsite

About The Position

Revision Wealth Management is seeking an Executive Assistant to support the CEO and President in a role that sits at the center of the firm’s daily operations. This is a high-accountability position for someone who is organized, dependable, and ready to grow within a fast-moving, high-standard environment. You will not simply manage tasks. You will help maintain structure, momentum, and ensure that both leadership and clients are supported with consistency and care. Our clients are business owners, investors, and families building real wealth. The work is detailed, personal, and requires precision. This role plays a key part in ensuring a high-quality client experience and offers meaningful room for growth over time.

Requirements

• Structured and detail-oriented
• Operates with discretion and professionalism
• Communicates clearly and follows through
• Manages multiple priorities without losing control
• Takes ownership instead of waiting for direction

Nice To Haves

• Experience in financial services, wealth management, or a professional services firm
• Strong proficiency in Microsoft Office and CRM systems
• Experience managing schedules, communications, and executive workflows as well as working with high performance executives
• Ability to handle confidential client and financial information responsibly

Responsibilities

• Provide direct administrative and operational support to senior leadership
• Manage complex calendars, priorities, and scheduling with discipline and foresight
• Coordinate meetings, client touchpoints, and internal workflows
• Prepare reports, presentations, and written communication with clarity and accuracy
• Serve as a point of coordination between leadership, advisors, clients, and external partners
• Handle sensitive financial and client information with discretion and professionalism
• Maintain clean systems, organized records, and consistent data across platforms
• Use sound judgment to prioritize tasks and keep operations moving without interruption

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Education Level: No Education Listed