Executive Operations Assistant (FinanceWealth Management Firm)

Executive Operations Assistant (Finance/Wealth Management Firm)
Location: Jacksonville FL
Salary: $70000 - $90000 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 seeking a systems-minded intellectually sharp Executive Assistant who excels at high-volume multi-party scheduling and thrives in environments where precision and follow-through are mission-critical. This role directly supports the firms Owner and is best suited for someone who enjoys building structure managing complex logistical workflows and keeping a busy executive tightly aligned. The ideal candidate has experience handling 15-20 appointments per week managing competing priorities across multiple calendars and coordinating with several stakeholders at once. You should be energized by solving scheduling puzzles creating order out of complexity and preparing meetings with airtight accuracy including checklists prep materials and process documentation. This is a high-impact role with visibility into senior-level decision-making and the opportunity to build operational systems that elevate the entire firm.

Executive Operations Assistant (Finance/Wealth Management Firm) Responsibilities

Own and orchestrate a high-volume executive calendar involving multiple parties and shifting priorities
Proactively prepare and coordinate meeting logistics agendas presentations and travel arrangements
Create and maintain checklists templates and scheduling workflows
Serve as gatekeeper for email calls and meeting requests
Prepare decks documents and client-facing materials with accuracy and polish
Track deadlines action items and commitments ensuring nothing slips through the cracks
Maintain organized systems for files client records and information flow
Support operational and strategic projects through research analysis and documentation
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 experience executive-level support in professional services industry required
Experience with high-volume complex scheduling involving multi-party coordination required
Strong communication (written and verbal) and numerical skills required
High proficiency with MS Office (Word Excel PowerPoint) required