Executive Assistant — Client Experience & Events

Advisor Talent Solutions; Town of Florida (NY); On-site; USD 68,000 - 85,000; Full time

Benefits offered by this job

PTO (2 weeks day 1)

Job summary

Advisor Talent Solutions is seeking an Executive Assistant for a Palm Beach Gardens, FL financial firm. The role provides executive support to firm leadership and acts as the primary contact for clients, managing calendars and communications.

You will handle document management, CRM upkeep (Zoho/Calendly), plan workshops and client events, and assist with marketing tasks. Ideal candidates have a bachelor’s degree, 3+ years in financial services admin, and strong organizational skills.

Qualifications

• Bachelor’s degree required.
• 3+ years experience in administrative office or client-facing executive support within financial services or wealth management.
• Strong proficiency across platforms and operating systems.
• Self-starter who takes initiative and works well independently.
• Excellent written and verbal communication.
• Collaborative team player who helps others.
• Exceptional organizational skills and ability to manage multiple client requests.
• Meticulous attention to detail and accuracy.
• Strong client relationship-building and personalized service.
• Adaptability to evolving processes.

Responsibilities

• Executive support to firm leadership and primary point of contact for clients.
• Manage calendars, schedule meetings, and handle communications for Advisors as gatekeeper.
• Delegate duties to team members to ensure smooth workflow and productivity.
• Proactively anticipate leadership and client needs.
• Oversee client touchpoints to ensure a seamless experience.
• Maintain CRM (Zoho/Calendly) with accurate data entry and database management.
• Handle document management including scanning, uploads and emails.
• Maintain paper and electronic filing systems.
• Assist with planning, coordinating and executing workshops and client events.
• Provide marketing support including social media, website, communications and events.

Skills

Multi-platform proficiency

Self-starter

Excellent communication

Collaborative

Organizational skills

Attention to detail

Client service

Adaptability

Education

Bachelor’s degree

Job description

Advisor Talent Solutions is seeking an Executive Assistant for a Palm Beach Gardens, FL financial firm. The role provides executive support to firm leadership and acts as the primary contact for clients, managing calendars and communications.

You will handle document management, CRM upkeep (Zoho/Calendly), plan workshops and client events, and assist with marketing tasks. Ideal candidates have a bachelor’s degree, 3+ years in financial services admin, and strong organizational skills.