Executive Assistant to Founder/CEO at C-Suite Assistants

Executive Assistant to Founder/CEO, Boutique Financial Advisory Firm, Plantation, FloridaThe Founder/CEO of a boutique financial services advisory firm that is rapidly growing is seeking an experienced C-Suite level Executive Assistant with a strong background in building and managing workflows, operational efficiencies and on-going client projects. The EA will service as the true “right hand” -assisting in scheduling, project management, task management and ensuring that projects, deadlines and team deliverables stay on track. The ideal candidate is pro-active, detail-oriented, tech savvy and highly organized with the ability to anticipate needs, manage competing priorities and operate independently. Working with ultra-high net worth clients and their businesses and family members, the candidate must have exceptional client communication skills and a “high touch” service mentality.About The Job:· Serve as the primary administrative support, “right hand” to the CEO, managing his calendar, scheduling meetings with clients and internal stakeholders· Act as coordinator-managing multiple projects, preparing executive summaries and prioritizing what requires the CEO’s attention· Draft proofread and manage emails/inbox, follow-ups, memos proposals and client communication· Assist in client meetings and proactive “high touch” client communications· Coordinate and arrange travel arrangements with detailed itineraries· Liaise with executive leadership, key stakeholders and clients.· Organize meetings, conferences, and events, ensuring all materials/reports and logistics are handled effectively with all t’s crossed· Track and manage deadlines, priorities, and follow-ups for the CEO· Update and help build specific workflows for internal processes to streamline operations · Expense reporting· Ad hoc projectsAbout You:· At least 5 years of experience as an Executive Assistant supporting a C-Suite executive at a finance firm; experience working with HNW executives highly desired· Bachelor’s Degree· Detail-oriented and organized with exceptional problem-solving skills.· Professional presence with the ability to interface with internal and external stakeholders at all levels.· Advanced proficiency in Microsoft Office Suite; Tech savvy with experience working with AI.· Professional, proactive with a warm engaging personality that can engage with clients diplomatically with a “high touch” service mentalityCompensation:Competitive base salary, annual discretionary bonus, and comprehensive health benefits package.