Executive Operations Assistant (Financial Services Firm)

**Executive Operations Assistant (Financial Services Firm)**

**Location: Jacksonville, FL**

**Salary: $70,000 - $90,000 + Benefits**

**Benefits: Health/Dental/Vision Insurance, 401(k) w/ match, PTO, Professional Development Support**

**Job Type: Full-Time | On-site**

**Typical Hours: Monday–Friday, 40–45 hours/week**

**Start Date: ASAP**

**Sponsorship is not available**

**Executive Operations Assistant (Financial Services Firm) Description**

Our client, an established private financial services firm, is seeking an Executive Operations Assistant to directly support the firm’s Owner. In this role, you will manage a complex calendar, coordinate business and personal scheduling, prepare meetings, track follow-up items, and handle confidential information with precision. This role requires someone who can stay ahead of shifting priorities, resolve scheduling conflicts, manage multiple stakeholders, and bring structure to a fast-moving executive environment. Our client is looking for someone with strong professional maturity, sound judgment, excellent follow-through, and the ability to communicate clearly on behalf of a busy executive. To be successful, you must be polished, discreet, proactive, and energized by creating order out of complexity. This is a high-impact support role with visibility into executive-level decision-making and the opportunity to improve workflows and support the operational rhythm of a growing firm.

**Executive Operations Assistant (Financial Services Firm) Responsibilities**

• Manage a high-volume complex executive calendar across multiple parties and priorities
• Anticipate scheduling conflicts and resolve shifting priorities with urgency
• Coordinate meetings, travel, events, agendas, materials, and follow-up items
• Serve as first point of contact for calls, emails, requests, and urgent items
• Prepare polished decks, reports, documents, and client-facing materials
• Build checklists, templates, workflows, and follow-up systems
• Track deadlines, commitments, and project milestones
• Maintain organized systems for files, records, documents, and information flow
• Support operational projects through research, analysis, and documentation
• Communicate professionally with clients, partners, vendors, and team members

**Executive Operations Assistant (Financial Services Firm) Qualifications**

• Bachelor’s degree required
• 5+ years of executive support, high-level admin, client service, or coordination experience required
• High-volume, complex scheduling experience involving multiple parties required
• Strong written, verbal, numerical, and MS Office (Excel, Word, PowerPoint) skills required
• Polished, mature, discreet, and highly responsive communication style required