On-Site Executive Assistant & Client Operations Lead

Coastal Wealth; Boca Raton (FL); On-site; USD 55,000 - 90,000; Full time

Job summary

Coastal Wealth is seeking an Executive Assistant / Client Operations Coordinator to provide executive-level administrative and operational support on-site. The role emphasizes calendar management, email oversight, and coordination of meetings and client engagements.

You will document meetings, maintain CRM data, and track follow-up actions while ensuring smooth cross-team collaboration and confidential handling of information.

Qualifications

• Excellent organizational, time-management, and multitasking abilities.
• Strong written and verbal communication for polished email correspondence.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint).
• Experience with CRM platforms, Monday.com, and AI tools.

Responsibilities

• Proactively manage executive calendar, schedule, and priorities.
• Oversee email correspondence and follow-up.
• Coordinate internal meetings, client appointments, and engagements.
• Serve as communication hub between executive, team, and clients.
• Document meetings and maintain CRM records and activity logs.
• Track follow-ups and ensure timely completion of actions.

Skills

Organizational skills

Time management

Communication skills

Attention to detail

Discretion

Problem-solving

Team collaboration

On-site presence

Tools

Microsoft Office

CRM platforms

Monday.com

AI productivity tools

Job description

Coastal Wealth is seeking an Executive Assistant / Client Operations Coordinator to provide executive-level administrative and operational support on-site. The role emphasizes calendar management, email oversight, and coordination of meetings and client engagements.

You will document meetings, maintain CRM data, and track follow-up actions while ensuring smooth cross-team collaboration and confidential handling of information.