Browse
···
Log in / Register

Executive Assistant

$50,000/year

Southern Wealth

Tallahassee, FL, USA

Favourites
Share

Description

Full-Time Executive Assistant to CEO Industry: Financial Planning Compensation: $50,000 + commensurate with experience Location: Tallahassee, FL Summary of Mandatory Qualifications: Bachelor's Degree (extensive experience may be considered in lieu of a degree) At least two (2) years of professional experience as an administrative assistant or an executive admin assistant Ability to work full-time Monday – Friday, 8:00am – 5:00 pm, in our Tallahassee, FL office Ability to pass both a background check and drug test Who we are: At Southern Wealth, we’re built on trust, not transactions. We take the time to listen and get to know our clients and what is most important to them. We spend our days developing strategies, tailored to help our clients achieve their goals and optimize their wealth, by offering comprehensive services and solutions. Our approach is rooted in Southern hospitality: we care about family, do what we say, and go the extra mile. It’s that simple. We are a small, boutique firm backed by the resources of the Fortune 500 ranked Northwestern Mutual. In 2025, Southern Wealth was ranked Forbes Best-In-State Wealth Management Teams and our founder, Ben Gantt, was ranked Top Financial Security Professional Best-In-State. If this sounds like the type of firm you would like to work with, read on... About the opening: Southern Wealth, a Northwestern Private Client Group, is seeking an experienced, full time Executive Assistant for our CEO. This role encompasses a variety of functions to facilitate an exceptional client experience and to support the operations of our firm. Overall, this role requires a combination of exceptional communication and interpersonal skills, attention to detail, initiative, and the ability to handle multiple tasks quickly and efficiently. You will play a critical role in ensuring client satisfaction, advancing marketing efforts, maintaining operational effectiveness, and supporting the advisors and executives in their day-to-day activities. Requirements Customer Service Excellent interpersonal and communication skills. Phoning new referrals to set initial meetings. Provide prompt and professional assistance. Ability to empathize with clients, actively listen to their concerns, and provide appropriate guidance. Strong problem-solving skills to address administrative and operational challenges. Administrative Abilities: Proficient organizational skills to handle multiple tasks, prioritize workload, and meet deadlines. Attention to detail when managing multiple requests and maintaining accurate records. Proficiency in using productivity tools such as Microsoft Office Suite (Word, Excel, PowerPoint), email systems, and CRM software. Ethics and Confidentiality: Upholding ethical standards and maintaining client confidentiality. Understanding the importance of safeguarding sensitive financial and personal information. Teamwork and Collaboration: Ability to work effectively in a team environment, collaborating with colleagues from various departments. Willingness to share knowledge, assist teammates, and contribute to a positive work culture. Adaptability and Stress Management: Flexibility to adapt to changing priorities and work under pressure in a fast-paced environment. Resilience to handle challenging client situations or demanding workloads. Professionalism: Strong work ethic, reliability, and a commitment to delivering high-quality service. Professional demeanor, including effective written and verbal communication skills. Additional Qualities (Not Necessary, But a Plus) Experience with marketing. Financial Services background. Benefits Group Disability Insurance Short and long term paid for by the firm. Optional Dental, Vision, Aflac At their expense, but it’s at a discounted rate. 401K (eligible 1st of the month after 30 calendar days). Matching 100% up to 3%, 50% up to 5%. Subsidy for Medical Insurance (eligible 1st of the month after 30 calendar days). PTO: 10 days per year, prorated based on hiring date. Nine (9) paid major holidays, including two days for Christmas and two days for Thanksgiving. Frequent, off-site team building activities and celebrations. Compensation $50,000 +, based on experience.

Source:  workable View original post

Location
Tallahassee, FL, USA
Show map

workable

You may also like

Workable
Paralegal
The Paralegal/Claim Analyst plays a vital role in helping clients recover unclaimed property by managing and analyzing claims from start to finish. This position requires strong analytical and critical thinking skills, attention to detail, and the ability to assess, track, and improve claim outcomes. The Claim Analyst ensures each case is processed accurately, efficiently, and in compliance with regulatory requirements.    Key Responsibilities:  Provide end-to-end case management for all claimants, including initial intake, needs assessment, progress tracking, and case closure.  Review and accurately input all claimant and case data into the CRM system.  Analyze cases to determine eligibility and plan the best approach for recovering assets on behalf of claimants.  Prepare and submit complete and valid documents to state agencies on behalf of clients.  Communicate with claimants through phone, email, or other channels to provide updates and request needed information.  Monitor all active cases, evaluate progress, and identify roadblocks or missing elements to move the claim forward.  Generate weekly or monthly reports summarizing claim activity, performance metrics, and progress for the Return Assets Division.  Maintain detailed records and case notes to ensure accurate tracking of all claimant interactions and case developments.  Identify opportunities to improve claim processing procedures and contribute to the development of internal workflows, documentation, and best practices.  Conduct trend analysis and contribute to the strategic improvement of claim outcomes and departmental performance.  Stay informed on relevant industry practices, regulatory updates, and professional development opportunities.  Support the team and organization by taking ownership of tasks and suggesting solutions that improve efficiency and service quality.  Assist with additional duties and projects as assigned.      Requirements Qualifications:  Strong critical thinking, problem-solving, and organizational skills  Ability to analyze data and make informed decisions  Excellent verbal and written communication  Detail-oriented with a strong commitment to accuracy  Proficiency with CRM systems and Microsoft Office Suite  Experience in claim processing, legal documentation, or financial services preferred  Benefits This is a temp-to-hire position. 20-30 hours a week at a range of $20-30 per hour, depending on experience.
Boulder, CO, USA
$20-30/hour
Workable
Secretary III- Work Control
Secretary III-Work Control- Naval Air Station Patuxent River Competitive Wages and an Allowance for Insurance and 401k! Top reasons to work at EMI Services, a subsidiary of TechFlow: Health Care Plan -Medical, Dental & Vision Paid Time Off -Vacation, Sick & Federal Holidays Employee Stock Ownership Plan (ESOP) The Secretary III (Work Control) position primarily receives records and distributes Preventive Maintenance schedules to service crews. This is a highly responsible and detailed clerical position essential to the successful completion of operations. Work involves proficiency in the utilization of spreadsheets, meeting deadlines for reporting and issuing job assignments, data entry, and managing the updating of information as it changes on a daily basis. Salary $25.52 plus $4.93 fringe benefits used towards insurance and 401k! See ALL the fantastic benefits you receive as an employee of EMI below!! Key Responsibilities Record information, such as name, address, article to be repaired, or service to be rendered Distinguish tickets in the query and assigns them to the correct department Prepare work orders and distributes to service crew, schedules service calls and dispatches service crew Relay messages and special instructions to mobile crews and other departments using email and telephone Schedule and dispatch all preventative and cyclic maintenance work orders Input technician’s time and notes managing the Smartsheet records Close out tickets by putting them in a completed status with detailed notes for documentation Call or write the customer to follow up and ensure satisfactory performance of service Troubleshoot any discrepancies or researches complex work orders when necessary Keep record of service calls and work orders by maintain proper filing of completed work orders Performs other related duties, as assigned Essential Skills Work efficiently under pressure in a high-energy setting Ability to succeed in a high-demand environment Knowledgeable in current office equipment Effective oral and written communication skills Effective technical, interpersonal, organizational and telephone etiquette skills Considerable knowledge of office practices, procedures, equipment, and standard clerical techniques Some knowledge of dispatching methods, techniques, and practices Some knowledge of building maintenance needs and service requirements Some knowledge of the practices, methods, materials, and equipment of the building trades Type; operate a personal computer, with emphasis on accuracy, mental alertness, and neatness Adaptable and flexible in work situations Establish priorities to ensure completion of tasks in a timely manner Requirements High School Diploma or GED Must have 2+ years in a related administrative position or formal vocational/technical training in office work Must be computer literate with knowledge of MSWord, Excel and other Microsoft Office programs Regular, dependable attendance Valid driver’s license compliant with REAL ID Act or are you willing and able to obtain one Pass a pre-employment drug screening and background check U.S. citizenship to Obtain and maintain access to military installations Physical Requirements Carrying objects/boxes/print-outs short distances Extensive work with a personal computer May require lifting and moving as much as 25 pounds with assistance Use of hands, reaching with hands and arms, talking, and walking Prolonged periods of sitting, bending, squatting, standing, twisting, or stooping This is an indoor clerical position * Physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Click here to follow EMI Services on Facebook Benefits As a team member at EMI, you’ll enjoy: Generous benefits package consistent with Service Contract Act Insurance Allowance Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Employee Stock Ownership Plan (ESOP) Paid Time Off (Vacation, Sick & Federal Holidays) Short Term and Long Term Disability Term Life Insurance Referral program- Join our team then bring your friends What Sets EMI Apart EMI is an industry-leading provider of DOD base operation support services, facilities maintenance, and logistics. Our goal is to contribute to the repair and maintenance of buildings and equipment. EMI consistently delivers cost-saving through best value innovations and quality service that exceeds our clients’ expectations. The Right Partner: EMI has grown by gaining our customers’ trust and our employees’ loyalty. We’ve successfully performed over 60 service contracts and we understand the unique challenges facing today’s military. We offer exceptional responsiveness and a strong commitment to customer satisfaction. We demonstrate this commitment by consistently earning some of the highest customer satisfaction ratings in the industry. The Right Team: The EMI team includes over 250 high-achieving professionals, administrative and trades personnel deployed in various locations throughout the United States. At times, we augment our in-house capabilities with proven and capable business partners. The Right Approach: EMI brings vast expertise and proven solutions to augment our clients’ operations. We provide a platform that delivers seamless mission support and exceptional customer service in a very cost-effective and repeatable solution. #emiservices
Patuxent River, MD, USA
$25/hour
Cookie
Cookie Settings
Our Apps
Download
Download on the
APP Store
Download
Get it on
Google Play
© 2025 Servanan International Pte. Ltd.