Executive Assistant to the President & CEO

Revision Wealth Management • Jacksonville, FL

1d

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-trust 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 offers more than day-to-day support. It offers proximity to meaningful work and the opportunity to grow within a firm that values discipline, excellence, and long-term thinking.

Requirements

• Highly organized with strong attention to detail
• Reliable and able to manage multiple priorities without constant direction
• Professional communicator who can interact with clients and partners with confidence
• Discreet and trustworthy when handling sensitive financial and personal information
• Calm, steady, and able to operate in a fast-paced environment
• Motivated to grow, learn, and take on increasing responsibility over time

Nice To Haves

• You will play a key role in ensuring a high-quality client experience
• You will step into a position with clear expectations and meaningful room for growth over time

Responsibilities

• Manage calendars, scheduling, and day-to-day priorities for the CEO and President.
• Coordinate client meetings by organizing documents, preparing materials, and ensuring readiness
• Track follow-ups and deadlines across clients and internal team members
• Assist with client communications and coordination with external professionals such as tax advisors and partners
• Maintain organized client records, documentation, and internal systems
• Support ongoing projects that strengthen firm operations and client experience

What This Job Offers

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