Southern Wealth
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, 8:00 am – 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 listen to our clients and help them achieve their goals through comprehensive services rooted in Southern hospitality. 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 a Top Financial Security Professional Best‑In‑State.
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. Your responsibilities will include client satisfaction, advancing marketing efforts, maintaining operational effectiveness, and supporting 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 discounted rates at the employee’s expense
401(k) – 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
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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, 8:00 am – 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 listen to our clients and help them achieve their goals through comprehensive services rooted in Southern hospitality. 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 a Top Financial Security Professional Best‑In‑State.
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. Your responsibilities will include client satisfaction, advancing marketing efforts, maintaining operational effectiveness, and supporting 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 discounted rates at the employee’s expense
401(k) – 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
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