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Executive Assistant to the CEO (Wealth Management)
Career Insights for Executive Assistant
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Scorecard
Based on Florida data
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What they do
An Executive Assistant provides skilled administrative support for a company executive or professional staff at an organization. Schedules meetings, calls and travel, manages correspondence, handles outside information requests and staff communications; may assist with preparing presentations.
$62,958 / year median in Florida
+1% projected growth
Job Description
Job Type / Location Full-time
• In-office, Boca Raton, FL 33431 (hybrid flexibility)
• Competitive base + performance incentives Who We Are We are an independent wealth-management and multi-family-office firm, is seeking a proactive, highly organized Executive Assistant to support our leadership team. This is a high-impact, high-visibility role for someone who takes ownership of operations, anticipates needs, and keeps the firm running smoothly so our advisors can stay focused on clients. Responsibilities Manage the leadership team's calendar, scheduling, confirmations, priorities, and follow-ups Maintain accurate client and prospective client records, documents, and pipeline tracking in the firm's CRM Coordinate account openings, transfers, and new accounts from initiation through completion Prepare organized materials in advance of client and prospective client meetings Track outstanding documents, signatures, and action items, and follow up internally and externally Anticipate operational issues and resolve them before they require advisor attention Qualifications 2+ years in an executive assistant, administrative, or operations-support role (financial services a plus) Genuine fluency with AI and productivity tools (ChatGPT, Microsoft Copilot, Claude, or similar) Exceptional organization, follow-through, and attention to detail Professional, discreet communication with affluent clients and confidential information Proactive, coachable, and comfortable owning workflows without constant direction
Pay:
$53,249.86 - $70,000.00 per year Application Question(s): AI fluency. Which AI or automation tools do you use regularly (e.g., ChatGPT, Copilot, Claude)? Give one concrete example of how a tool saved you time or improved your work. Systems & CRM. What tools have you used to keep people, tasks, or clients organized (CRM, project boards, calendars)? How do you make sure nothing slips? Ownership under pressure. Tell us about a stretch when you were juggling multiple deadlines at once. How did you prioritize, and what was the outcome? Coachability. Tell us about a piece of feedback that changed how you work.
Work Location:
In person