Executive Assistant To CEO

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EA to CEO for growing financial services firm in downtown st. pete

This Jobot Job is hosted by: Katrina McFillin
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $80,000 - $95,000 per year

A bit about us:

Founded nearly years ago, we are a technology-enabled wealth management platform that empowers independent financial advisory firms to better serve high net worth and ultra-high net worth clients through an integrated suite of software, data, and business services.

Why join us?

You will be joining a strong team supporting the CEO to drive the business forward.

Benefits:
Salary + bonus + equity
Unlimited PTO
Premium health, dental, and vision, HSA (with company contribution) and FSA
Paid paternity leave
401(k) + company match
Onsite at brand new office in downtown St. Pete

Job Details

You will be joining a Chief of Staff and a Deputy Chief of Staff to manage the CEO's affairs. This office is critical in the overall success of the business given it's proximity to the CEO and his affairs.

You are someone who has assisted c-suite level folks and has strong experience with protecting, blocking, and tackling the CEO's calendar. You will also be managing the CEO's travel and expenses as well as any ad-hoc requests.

We are looking for someone who has about 5-10 years of EA experience and can bring that experience to the organization help build out process and manage the CEO's affairs in a detailed and organized fashion.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

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Remember: Always have at least 5 questions prepared for the interview. If you do not, you run the risk of looking unprepared.

What does success look like in this role, and how is it measured?

Why ask this? You want to ensure you have a clear understanding of expectations before accepting the role. Knowing how success is measured helps you hit the ground running and avoid surprises about performance evaluations. It also signals to the employer that you're results-driven.

Can you describe the team dynamic and the company culture?

Why ask this? Skills and experience matter, but if the work environment isn’t a good fit, you won’t be happy or productive. This question helps you gauge whether the company values collaboration, how teams interact, and whether the culture aligns with your work style and values.

What are the biggest challenges facing the person in this role right now?

Why ask this? Every job has challenges, and it’s better to know them upfront. This helps you assess whether the role is a good fit for your strengths and whether the company is realistic about its expectations. If they hesitate to answer, it could be a red flag.

How does the company support work-life balance and employee well-being??

Why ask this? Burnout is real, and some companies expect employees to sacrifice personal time for the job. By asking this, you’ll get a sense of how they value work-life balance, flexibility, and well-being—things that are crucial for job satisfaction and long-term success.

These questions help you make an informed decision while also showing your professionalism and strategic thinking!

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