Executive Operations Assistant (Financial Services Firm)

Executive Operations Assistant (Financial Services 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 (Financial Services Firm) Description

Our client an established private financial services firm is seeking an Executive Operations Assistant to directly support the firms this role you will manage a complex calendar coordinate business and personal scheduling prepare meetings track follow-up items and handle confidential information with precision. This role requires someone who can stay ahead of shifting priorities resolve scheduling conflicts manage multiple stakeholders and bring structure to a fast-moving executive environment. Our client is looking for someone with strong professional maturity sound judgment excellent follow-through and the ability to communicate clearly on behalf of a busy executive. To be successful you must be polished discreet proactive and energized by creating order out of complexity. This is a high-impact support role with visibility into executive-level decision-making and the opportunity to improve workflows and support the operational rhythm of a growing firm.

Executive Operations Assistant (Financial Services Firm) Responsibilities

Manage a high-volume complex executive calendar across multiple parties and priorities
Anticipate scheduling conflicts and resolve shifting priorities with urgency
Coordinate meetings travel events agendas materials and follow-up items
Serve as first point of contact for calls emails requests and urgent items
Prepare polished decks reports documents and client-facing materials
Build checklists templates workflows and follow-up systems
Track deadlines commitments and project milestones
Maintain organized systems for files records documents and information flow
Support operational projects through research analysis and documentation
Communicate professionally with clients partners vendors and team members

Executive Operations Assistant (Financial Services Firm) Qualifications

Bachelors degree required
5 years of executive support high-level admin client service or coordination experience required
High-volume complex scheduling experience involving multiple parties required
Strong written verbal numerical and MS Office (Excel Word PowerPoint) skills required
Polished mature discreet and highly responsive communication style required