Executive Assistant Job at National Financial Partners in Palm Beach Gardens

Who We Are:

Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

The Executive Assistant provides high-level administrative support to the President & COO, as well as two Senior Leaders. This role demands exceptional organizational abilities, sound judgment, and a high degree of discretion in handling sensitive and confidential matters. Operating in a fast-paced, dynamic environment, the Executive Assistant must be proactive, detail-oriented, and an effective communicator. The ideal candidate demonstrates initiative, professionalism, and a collaborative mindset, ensuring seamless support to the leadership. This role offers flexibility and can be performed in either a hybrid or fully remote work setting, requiring strong self-motivation and effective use of remote collaboration tools.

Responsibilities:

• Manage daily calendars, meetings, and appointments with flexibility and discretion.
• Draft and edit emails, memos, and communications on behalf of executives.
• Plan and execute internal and external meetings, including logistics, catering, and presentation materials.
• Arrange corporate travel, including itineraries, transportation, lodging, and meeting accommodations, and handle last-minute changes.
• Support occasional marketing initiatives in collaboration with the Marketing Department.
• Coordinate and maintain senior leaders' calendars and expense reports and provide administrative support on various tasks as required.
• Prepare presentations, spreadsheets, and other documents as requested. Assist with special projects, often involving research and data collection.
• Handle confidential matters and independently manage special assignments.
• Provide general administrative support and participate in team meetings and training sessions.
• Mentor junior administrative staff and model exceptional client service across the organization

Qualifications:

• Bachelor's degree and 3+ years of experience supporting senior executives, preferably in financial services.
• Advanced proficiency in Microsoft Outlook, Word, PowerPoint, and strong skills in Excel.
• Highly organized, adaptable, and capable of managing multiple priorities independently.
• Strong interpersonal skills and ability to build relationships across the organization.
• Demonstrated integrity, initiative, and reliability.
• Excellent verbal and written communication skills, with the ability to tailor messaging to various audiences.
• Commitment to confidentiality and discretion in all aspects of the role.
• Some travel may be required.

Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives.

What We Offer:

Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $80,000 $100,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.