Executive Assistant

Florida Financial Advisors

Jacksonville (FL)

Hybride

USD 24 796 - 34 440

Temps partiel

14 jours+

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Résumé du poste

A leading financial advisory firm is seeking a dedicated Executive Assistant to provide high-level support. This part-time hybrid role involves managing schedules, tracking priorities, and various administrative tasks. Ideal candidates will possess strong organizational skills and be comfortable in a dynamic environment. This opportunity offers flexible scheduling geared towards supporting a fast-paced advisory practice.

Qualifications

Strong organizational and time management skills.
Ability to manage multiple priorities in a fast-paced environment.
Comfortable using Microsoft Office Suite and CRM software.

Responsabilités

Assist with scheduling and calendar management.
Track action items and ensure timely follow-up.
Prepare and edit client presentations and deliverables.

Connaissances

Organizational skills

Time management

Communication skills

Interpersonal skills

Outils

Microsoft Office Suite

CRM software

Description du poste

21 hours ago Be among the first 25 applicants

Direct message the job poster from Florida Financial Advisors

Associate Vice President at Florida Financial Advisors

Job Description

I’m hiring an Executive Assistant to provide organized, high-level support for my financial advisory practice and leadership responsibilities. You’ll work directly with me to streamline daily tasks, organize key processes, and help me execute at a high level.

This is a hybrid, part-time position (15–25 hours/week), with flexible scheduling that may vary based on business needs.

Key Responsibilities

Assist with scheduling and calendar management in support of client meetings and leadership responsibilities
Track action items and ensure timely follow-up on key priorities
Prepare and edit client presentations, deliverables, and proposals
Handle various administrative functions (e.g., filing paperwork, documenting client notes)

Qualifications

Strong organizational and time management skills
Ability to manage multiple priorities in a fast-paced, dynamic environment
Strong interpersonal and communication skills
Comfortable using Microsoft Office Suite and CRM software (training provided)

To apply, please email your resume tochristopher.hunt@floridafa.comor submit through LinkedIn. If you have any further questions before applying, feel free to send me a LinkedIn message or email. I’d be happy to set up a call to discuss the role in more detail!

Seniority level