Our client, a growing wealth management firm in St. Joe, is seeking a person who thrives at being in the middle of the action and enjoys coordinating where everyone needs to be and when they need to be there! The ideal candidate needs to be a highly-organized and proactive assistant who will stay one step ahead of the advisors. This person will have a key role in setting their advisors and the company up for success. Responsibilities will include helping coordinate their advisors’ days, keeping tasks organized, and preparing and processing paperwork to keep their advisors where they belong: serving the clients. They are a team who loves working together and lives out their core values of putting clients first, providing unreasonable service, adapting and always acting with integrity.

About the Role:

This position will work directly with advisors to schedule appointments, handle client paperwork, and serve as a liaison between clients and t...