Executive Assistant Position Available In Palm Beach, Florida
Tallo's Job Summary: The Executive Administrative Assistant will provide executive-level support to a Partner/Financial Advisor, managing calendars, coordinating meetings, and handling client communications. The role involves preparing paperwork, maintaining compliance, and assisting with client onboarding. The ideal candidate has 5+ years of administrative experience, strong organizational skills, and proficiency with Microsoft Office Suite. Experience in financial services or wealth management is preferred.
Job Description
We are seeking a highly organized, proactive, and detail-oriented Executive Administrative Assistant to support a dynamic and fast-paced Partner/ Financial Advisor This is a great opportunity for someone who thrives in a client-focused environment, enjoys wearing multiple hats, and wants to be part of a high-performing wealth management team.
Responsibilities:
Provide daily executive-level administrative support to the Financial Advisor, including calendar management, meeting coordination, and client communications. Prepare and process account paperwork, maintain compliance documentation, and assist with client onboarding. Act as a liaison between clients, custodians, and internal departments to ensure a seamless client experience. Assist in tracking account activity, generating reports, and preparing materials for client meetings. Manage CRM updates, client records, and file organization with confidentiality and accuracy. Handle special projects and tasks as needed to support business growth and client service. Qualifications 5+ years of administrative experience, preferably in financial services or wealth management. Exceptional organizational skills and the ability to manage multiple priorities with a sense of urgency. Strong communication skills – both verbal and written – and a high level of professionalism. Tech-savvy with experience using Microsoft Office Suite (Word, Excel, Outlook); experience with CRM systems is a plus. A proactive mindset – someone who anticipates needs and takes initiative without being asked. FINRA Series 7/66 licenses are a bonus but not required.
