Executive Assistant Job at Wealthspire Advisors in Tallahassee

Executive Assistant – Wealthspire Advisors 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 focus on a fiduciary business model that connects all aspects of a client’s financial life to deliver thoughtful, collaborative strategies. This role provides high‑level administrative support to the President & COO and two senior leaders. It requires exceptional organizational abilities, discretion, and the ability to thrive in a fast‑paced, dynamic environment. The role offers flexibility with hybrid or fully remote work options, 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 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. What We Offer Competitive salary range of $74,000 – $108,000. PTO & paid holidays. 401(k) with match. Exclusive discount programs. Health & wellness programs. Performance‑based incentives. NFP, an Aon company, and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer. #J-18808-Ljbffr