Client Services & Executive Assistant – Wealth Mgmt

ENTELEVEST, LLC; Coral Gables (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

A growing financial advisory firm in Coral Gables, FL is seeking a detail-oriented Client Services Associate / Executive Assistant. The role involves client interaction, organizing schedules, managing documentation, and providing personal support. Ideal candidates should have at least 3 years of relevant experience, strong organizational and communication skills, and be proficient in Microsoft Office. A bachelor’s degree in Business Administration or a related field is preferred. This is a full-time, on-site role focused on high-quality client service.

Qualifications

• Minimum 3 years' experience as an Executive Assistant or similar role.
• Strong ability to prioritize multiple tasks with attention to detail.
• Experience in handling sensitive and confidential information.

Responsibilities

• Serve as primary point of contact for client service needs.
• Coordinate client onboarding and account maintenance.
• Prepare meeting materials and manage calendars.

Skills

Organizational skills

Excellent communication skills

Interpersonal skills

Discretion and judgment

Education

Bachelor's degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

A growing financial advisory firm in Coral Gables, FL is seeking a detail-oriented Client Services Associate / Executive Assistant. The role involves client interaction, organizing schedules, managing documentation, and providing personal support. Ideal candidates should have at least 3 years of relevant experience, strong organizational and communication skills, and be proficient in Microsoft Office. A bachelor’s degree in Business Administration or a related field is preferred. This is a full-time, on-site role focused on high-quality client service.