Executive Operations Assistant (FinanceWealth Management Firm)
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Job Location:
Jacksonville, FL - USA
Monthly Salary:
$ 60000 - 80000
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
Executive Operations Assistant (Finance/Wealth Management Firm)
Location: Jacksonville FL
Salary: $60000 - $80000 Benefits
Benefits: Health/Dental/Vision Insurance 401(k) w/ match PTO Professional Development Support
Job Type: Full-Time On-site
Typical Hours: MondayFriday 4045 hours/week
Start Date: ASAP
Sponsorship is not available
Executive Operations Assistant (Finance/Wealth Management Firm) Description
Our client a dynamic and growth-oriented boutique wealth management firm is looking for a highly organized driven and detail-focused Executive Assistant to join their team in Jacksonville FL. You will directly support the firms Owner in managing calendars information flow and meeting logistics while building and maintaining systems that keep a fast-moving office tightly organized. Our client is seeking someone who owns outcomes communicates crisply and thrives on structure. This is a great opportunity to contribute meaningfully behind the scenes in an environment offering exposure to senior-level strategy high-net-worth client service and operational leadership with a team-culture built on excellence and shared success.
Executive Operations Assistant (Finance/Wealth Management Firm) Responsibilities
Manage and optimize calendar meetings and logistics
Proactively prepare and coordinate team meetings presentations and travel arrangements
Draft review and complete correspondence reports and slide decks accurately
Act as gatekeeper for email calls and scheduling requests
Maintain files client records and documentation management processes
Research analyze and synthesize information and data to support strategic projects
Track progress and report on follow-ups outstanding tasks and project milestones
Executive Operations Assistant (Finance/Wealth Management Firm) Qualifications
Bachelors degree required
3 years of executive administrative support experience in professional services industry required
Experience managing multiple calendars or complex schedules required
Strong communication (written and verbal) and numerical skills required
Proficiency with MS Office (Word Excel Powerpoint) required
Key Skills
- AutoCAD 3D
- Council
- ABAP
- Apps
- Electronics Engineering
- Clinical
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