Southern Wealth ยท 6 hours ago
Executive Assistant
Tallahassee, FL
Full-time
Onsite
Entry Level
2+ years expSouthern Wealth is a financial planning firm built on trust and dedicated to helping clients achieve their wealth goals. They are seeking a full-time Executive Assistant to support the CEO, requiring exceptional communication skills, attention to detail, and the ability to manage multiple tasks efficiently.
Financial Services
Responsibilities
Excellent interpersonal and communication skills
Phoning new referrals to set initial meetings
Provide prompt and professional assistance
Ability to empathize with clients, actively listen to their concerns, and provide appropriate guidance
Strong problem-solving skills to address administrative and operational challenges
Proficient organizational skills to handle multiple tasks, prioritize workload, and meet deadlines
Attention to detail when managing multiple requests and maintaining accurate records
Proficiency in using productivity tools such as Microsoft Office Suite (Word, Excel, PowerPoint), email systems, and CRM software
Upholding ethical standards and maintaining client confidentiality
Understanding the importance of safeguarding sensitive financial and personal information
Ability to work effectively in a team environment, collaborating with colleagues from various departments
Willingness to share knowledge, assist teammates, and contribute to a positive work culture
Flexibility to adapt to changing priorities and work under pressure in a fast-paced environment
Resilience to handle challenging client situations or demanding workloads
Strong work ethic, reliability, and a commitment to delivering high-quality service
Professional demeanor, including effective written and verbal communication skills
Qualification
Required
Bachelor's Degree (extensive experience may be considered in lieu of a degree)
At least two (2) years of professional experience as an administrative assistant or an executive admin assistant
Ability to work full-time Monday - Friday, 8:00am - 5:00 pm, in our Tallahassee, FL office
Ability to pass both a background check and drug test
Excellent interpersonal and communication skills
Phoning new referrals to set initial meetings
Provide prompt and professional assistance
Ability to empathize with clients, actively listen to their concerns, and provide appropriate guidance
Strong problem-solving skills to address administrative and operational challenges
Proficient organizational skills to handle multiple tasks, prioritize workload, and meet deadlines
Attention to detail when managing multiple requests and maintaining accurate records
Proficiency in using productivity tools such as Microsoft Office Suite (Word, Excel, PowerPoint), email systems, and CRM software
Upholding ethical standards and maintaining client confidentiality
Understanding the importance of safeguarding sensitive financial and personal information
Ability to work effectively in a team environment, collaborating with colleagues from various departments
Willingness to share knowledge, assist teammates, and contribute to a positive work culture
Flexibility to adapt to changing priorities and work under pressure in a fast-paced environment
Resilience to handle challenging client situations or demanding workloads
Strong work ethic, reliability, and a commitment to delivering high-quality service
Professional demeanor, including effective written and verbal communication skills
Preferred
Experience with marketing
Financial Services background
Benefits
Group Disability Insurance Short and long term paid for by the firm
Optional Dental, Vision, Aflac At their expense, but it's at a discounted rate
401K (eligible 1st of the month after 30 calendar days). Matching 100% up to 3%, 50% up to 5%
Subsidy for Medical Insurance (eligible 1st of the month after 30 calendar days).
PTO: 10 days per year, prorated based on hiring date
Nine (9) paid major holidays, including two days for Christmas and two days for Thanksgiving
Frequent, off-site team building activities and celebrations
Company
Southern Wealth
At Southern Wealth we understand the importance of taking a holistic approach to financial planning and wealth management.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase