Executive Assistant - Palm Beach Gardens, FL

Advisor Talent Solutions•Palm Beach Gardens, FL

2h•$68,000 - $85,000•Onsite

About The Position

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.

Requirements

Bachelor’s degree
3+ years of administrative office experience in a fast-paced environment
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

Nice To Haves

Experience in financial services, wealth management, professional services, or client facing executive support role preferred
Demonstrated experience supporting leadership teams or business owners strongly preferred

Responsibilities

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.