Executive Assistant to the CEO

Interview Now; Fort Lauderdale (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Phoenix Financial in Fort Lauderdale seeks a Senior Executive Assistant to support the Founder & CEO. You will manage complex calendars, communications, and personal affairs to keep the CEO focused on growth and strategy.

The role requires 5+ years supporting C-level executives, a finance-related degree, and excellence in organization, discretion, and professional communication. This is an in-person position at our Fort Lauderdale office with an emphasis on reliability and cross-functional

Qualifications

• 5+ years supporting a C-level executive, founder, or principal.
• Bachelor's degree in finance, economics, or business preferred.
• Experience with AI tools and financial markets terminology.

Responsibilities

• Own and manage the CEO's complex calendar, proactively resolving conflicts.
• Triage and draft email correspondence, flagging critical items.
• Serve as main contact for investors, vendors, and internal teams.
• Prepare meeting materials, agendas, and follow-up actions.
• Coordinate domestic and international travel itineraries.
• Handle personal matters and family scheduling as needed.
• Track open items and deadlines across multiple entities.

Skills

Calendar management

Email drafting

Stakeholder management

Discretion

Strong communication

Software adaptability

AI tools familiarity

Education

Bachelor's degree in finance/economics/business

Tools

Microsoft Office

Google Workspace

AI tools

Job description

We are seeking a highly organized and proactive Senior Executive Assistant to support our Founder & CEO. This pivotal role aims to optimize the CEO's time by managing complex schedules, communications, and personal affairs, enabling him to focus on strategic initiatives and growth. The ideal candidate will serve as a trusted partner, ensuring seamless operations across business and personal domains.

Key Responsibilities

• Own and manage the CEO's complex calendar, proactively resolving conflicts and prioritizing key engagements
• Triage and draft email correspondence, flagging critical items and handling routine communications independently
• Serve as the primary point of contact for investors, vendors, and internal teams, maintaining professional relationships
• Prepare comprehensive meeting materials, agendas, and follow-up action items to ensure productive engagements
• Coordinate domestic and international travel arrangements, including itineraries and last-minute modifications
• Handle personal matters such as appointments, household vendors, family scheduling, and special projects
• Track and follow up on open items, deadlines, and projects across multiple entities to ensure timely completion

Required Qualifications

• Minimum of 5 years supporting a C-level executive, founder, or principal, preferably in finance, investment, or legal sectors
• Bachelor's degree in finance, economics, business, or related field is preferred
• Working knowledge of finance and economics, with familiarity of investment terminology and market concepts
• Proficiency with AI tools and a strong desire for continuous learning in emerging technologies
• Exceptional organizational skills with meticulous attention to detail and follow-through
• Ability to handle confidential information with discretion and professionalism
• Excellent written and verbal communication skills, with a polished presence in interactions
• Proficiency in Microsoft Office and Google Workspace, with adaptability to new software
• Flexibility to respond to urgent matters outside standard hours when necessary
• Reliable transportation, a valid driver’s license, and ability to work in person at our Fort Lauderdale office
• Ability to pass a background check as required in a regulated financial environment

Preferred Qualifications

• Experience in investment firms, broker-dealers, banks, family offices, or law firms
• Experience supporting international travel and high-profile executives
• Familiarity with financial documents, investment reports, and market analysis
• Strong interpersonal skills to effectively liaise with investors and senior stakeholders

About Phoenix Financial - Ft Lauderdale

Company Overview

Phoenix Financial is a growing, alternative-focused financial services firm committed to providing advisors and their clients access to a broad range of investment and wealth-management solutions. Our platform includes traditional investments, private equity and pre-IPO opportunities, structured investments, advanced insurance solutions, and estate-planning strategies.We are equally committed to developing the next generation of financial professionals. Through hands-on training, mentorship, licensing support, and exposure to experienced industry professionals, we provide motivated individuals with an opportunity to build their knowledge, develop their business, and establish a long-term career in financial services.At Phoenix Financial, we value professionalism, accountability, integrity, continuous improvement, and an entrepreneurial mindset. We believe strong advisors are built through preparation, experience, and a commitment to putting clients first.

Mission

Our mission is to deliver a best-in-class financial experience by combining personalized service, sophisticated investment solutions, and access to opportunities across a diverse range of asset classes. We are committed to acting with integrity, maintaining the highest professional standards, and helping our clients and advisors pursue long-term success.

Vision

Our vision is to build a premier financial services organization recognized for developing exceptional advisors, delivering sophisticated investment solutions, and providing clients access to opportunities beyond traditional wealth management. We strive to create an environment where talented, entrepreneurial professionals can build meaningful careers while helping clients build and preserve wealth.

Culture

Phoenix Financial maintains a professional, entrepreneurial, and performance-driven culture where individuals are encouraged to take ownership of their careers. We believe success is built through preparation, discipline, accountability, and continuous improvement.Our Fort Lauderdale office provides a collaborative, in-person environment where newer professionals can learn alongside experienced advisors and industry professionals. We encourage open communication, mentorship, healthy competition, and the exchange of ideas. Individuals who are motivated, coachable, professional, and willing to put in the work have the opportunity to grow within the organization.

Our Values

Our values define how we conduct business, serve our clients, and work with one another. We believe long-term success is earned by doing the right thing every day, taking responsibility for our actions, maintaining high professional standards, and continuously improving our knowledge and abilities.We expect our professionals to be prepared, accountable, client-focused, and willing to challenge themselves and one another to improve. Details matter in financial services, and we believe our reputation is built one decision, one client, and one interaction at a time.

Accountability

Professional Excellence

Client Commitment

Teamwork

Attention to Detail

Integrity