Executive Assistant – Wealth Management Position Available In Broward, Florida
Tallo's Job Summary: The Executive Assistant position in Wealth Management in South Florida offers a competitive compensation of $85,000-$110,000 base plus bonuses and benefits. The role involves supporting a senior leader with managing calendars, coordinating travel, and handling confidential tasks. The ideal candidate will possess 5+ years of executive support experience, strong organizational skills, and tech proficiency. This is a stable, high-impact role within a reputable firm.
Job Description
Executive Assistant –
Wealth Management Location:
South Florida (On-site)
Compensation:
$85,000-$110,000 base + performance bonus + full benefits About the
Firm:
Our client is a nationally recognized, high-performing Wealth Management firm with billions in assets under management. Known for long-standing relationships, discretion, and delivering white-glove service to high-net-worth clients, the team operates at the highest levels of excellence and trust. The environment is fast-paced, collaborative, and built on loyalty and impact. About the
Role:
We’re seeking a top-tier Executive Assistant to support a senior leader at the firm. This person plays a vital role in helping the executive stay focused, organized, and ahead of schedule. The ideal candidate will bring both professionalism and warmth, thrive in a high-performing environment, and be comfortable managing both business and personal matters with complete discretion.
Key Responsibilities:
Manage dynamic calendars, schedules, and travel arrangements (domestic and international) Act as gatekeeper and liaison, representing the executive with internal and external stakeholders Prepare meeting materials, handle follow-ups, and track key action items Coordinate both business and personal tasks – including travel, reservations, errands, and vendor management Draft and respond to correspondence on behalf of the executive Maintain and update confidential documents, expense reports, and key project timelines Anticipate needs and proactively solve issues before they arise
What You Bring:
5+ years supporting a senior executive, preferably in financial or professional services High level of discretion, integrity, and professionalism Strong organizational and communication skills Confidence navigating complex schedules and high expectations Tech-savvy with proficiency in Microsoft Office and CRM systems Able to work independently and prioritize in a fast-moving environment
Why This Role:
High-impact position with direct exposure to senior leadership Opportunity to be part of one of the most respected wealth firms in the region Stable, long-term opportunity with a collaborative and high-integrity team Competitive compensation, full benefits, and room to grow
