What are the responsibilities and job description for the Executive Assistant position at Fimognari Financial?
Executive Assistant to Financial Advisor
Winter Park, FL | Full-Time | In-Office
We are a fast-growing, boutique wealth management firm delivering platinum-level service to mass-affluent and high-net-worth families. Our founder is a high-performing solo advisor building a small, elite team and seeking an exceptional Executive Assistant to serve as the advisor’s right hand and help create an extraordinary client experience.
What You’ll Do
- Manage the advisor’s calendar, email, tasks, and priorities
- Prepare client meeting materials and handle follow-up
- Coordinate scheduling, onboarding, account paperwork, and service items
- Deliver exceptional client communication and support
- Improve processes, workflows, and systems (CRM, calendars, docs)
- Support light marketing tasks (emails, social scheduling, events)
- Maintain a detail-oriented, service-first culture
You Are
- Proactive, organized, and always two steps ahead
- Polished, warm, and professional with clients
- Excellent at written and verbal communication
- Tech-savvy and quick to learn (CRM experience a plus)
- A team player who thrives in a “continuous improvement” culture
- Someone who loves delivering “wow” experiences
Qualifications
- 2–5 years in an executive assistant or client service role
- Financial services experience preferred
- Strong organizational skills and attention to detail
- Ability to work in-office daily (Winter Park, FL)
Why Join Us
- A mission-driven firm making a real difference in clients’ lives
- Culture: work hard, have fun, grow, and serve
- Meaningful work with long-term growth potential
- Competitive pay performance incentives