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Executive Administrative Assistant - Private Wealth ...

PrincePerelson and Associates - Miami, FL

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Job Description

Executive Administrative Assistant - Private Wealth ManagementMiami, FL (On-Site | Local Candidates Only)$31.25/hourFluency 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 ResponsibilitiesExecutive & Client SupportServe as a trusted administrative partner to senior advisors and their teamsProvide seamless day-to-day support in a high-volume, fast-paced environmentManage competing priorities while anticipating needs and proactively resolving challengesCalendar, Meetings & CommunicationsOversee complex, highly detailed calendars, including senior-level internal and external meetingsCoordinate client calls, meetings, and events with a high level of precision and professionalismAct as a key point of contact for communications, managing high volumes of calls and inquiries from clients and business leadersTravel & LogisticsCoordinate frequent domestic and international travel, including detailed itineraries and visa requirementsPrepare and manage expense reports accurately and in a timely mannerOperations & Office SupportPrepare and distribute reports, correspondence, and presentation materialsSupport onboarding of new team members in partnership with business leadershipAssist with office operations, event coordination, and client material distributionConfidentiality & ComplianceHandle highly sensitive client and business information with discretion and sound judgmentMaintain adherence to internal policies and compliance requirementsQualifications5+ years of experience supporting senior executives or advisors in financial services, private banking, or a complex corporate environmentFluency in Spanish (written and verbal) is requiredProven ability to manage complex calendars and high-volume workflows independentlyStrong communication skills with a professional presence when interacting with senior leaders and clientsExceptional attention to detail, organization, and follow-throughAbility to remain composed under pressure and adapt in a dynamic, deadline-driven environmentProficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)Experience with expense platforms such as Concur preferredWhat Sets You ApartYou anticipate needs and act proactively with minimal directionYou excel in high-touch, client-facing environmentsYou bring professionalism, discretion, and strong business judgment to everything you doWhy This RoleOpportunity to support top advisors within a respected Private Wealth Management environmentHigh exposure to senior stakeholders and client interactionsFast-paced, team-oriented setting with meaningful impactImportant: 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.

Created: 2026-05-10

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