Executive Assistant

Job Description

Job 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

Administrative Abilities :

Ethics and Confidentiality :

Teamwork and Collaboration :

Adaptability and Stress Management :

Professionalism :

Additional Qualities (Not Necessary, But a Plus)

Benefits