Executive Assistant

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.