Executive Administrative Assistant - Private Wealth Management

PrincePerelson & Associates • Miami, FL • 2h ago

Miami, FL (On-Site | Local Candidates Only)

$31.25/hour

Fluency in Spanish is required and will be assessed during the interview process.

Join a high-performing Private Wealth Management team supporting top financial advisors in a fast-paced, client-focused environment. This role is ideal for an experienced Executive Administrative Assistant who thrives on managing complexity, supporting senior stakeholders, and delivering exceptional service to both internal leaders and high-net-worth clients.

Key Responsibilities

Executive & Client Support

Serve as a trusted administrative partner to senior advisors and their teams

Provide seamless day-to-day support in a high-volume, fast-paced environment

Manage competing priorities while anticipating needs and proactively resolving challenges

Calendar, Meetings & Communications

Oversee complex, highly detailed calendars, including senior-level internal and external meetings

Coordinate client calls, meetings, and events with a high level of precision and professionalism

Act as a key point of contact for communications, managing high volumes of calls and inquiries from clients and business leaders

Travel & Logistics

Coordinate frequent domestic and international travel, including detailed itineraries and visa requirements

Prepare and manage expense reports accurately and in a timely manner

Operations & Office Support

Prepare and distribute reports, correspondence, and presentation materials

Support onboarding of new team members in partnership with business leadership

Assist with office operations, event coordination, and client material distribution

Confidentiality & Compliance

Handle highly sensitive client and business information with discretion and sound judgment

Maintain adherence to internal policies and compliance requirements

Qualifications

5+ years of experience supporting senior executives or advisors in financial services, private banking, or a complex corporate environment

Fluency in Spanish (written and verbal) is required

Proven ability to manage complex calendars and high-volume workflows independently

Strong communication skills with a professional presence when interacting with senior leaders and clients

Exceptional attention to detail, organization, and follow-through

Ability to remain composed under pressure and adapt in a dynamic, deadline-driven environment

Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)

Experience with expense platforms such as Concur preferred

What Sets You Apart

You anticipate needs and act proactively with minimal direction

You excel in high-touch, client-facing environments

You bring professionalism, discretion, and strong business judgment to everything you do

Why This Role

Opportunity to support top advisors within a respected Private Wealth Management environment

High exposure to senior stakeholders and client interactions

Fast-paced, team-oriented setting with meaningful impact

Important: This is an on-site role based in Miami, FL. Candidates must be local. Spanish fluency is a non-negotiable requirement for consideration.

PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.

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