Executive Administrative Assistant

Campbell & Company, Wealth Advisors, and Certified Public Accountants
Spring Hill, FL

Executive Assistant to CEO & Lead Advisor

Campbell & Company – Wealth Advisors & CPAs
Spring Hill, FL | Full-Time | In-Office.

Campbell & Company is a multi-division financial services firm (Wealth Management, Tax Planning, Insurance) expanding its independent advisory platform and entering its next phase of strategic growth.

We are seeking a high-capacity Executive Assistant to serve as the right hand to our Founder, CEO, and Lead Financial Advisor.

This is not a clerical role.

This is a performance-driven executive and advisory support position designed to protect leadership time and support production at the highest level.

What You Will Own:

  • Executive Calendar & Time Protection:
    • Own and manage the CEO’s calendar (strategic + client-facing). Protect deep work and production time. Build preparation and follow-up windows around all meetings. Coordinate travel and leadership commitments.
  • Lead Advisory Support:
    • Prepare client meeting materials and documentation. Maintain CRM accuracy (Redtail). Track follow-up items from client meetings to completion. Coordinate onboarding and 100-day review processes. Support seminars and client events tied directly to production.
  • Meeting Execution & Follow-Through:
    • Ensure meetings are fully prepared in advance. Capture decisions and action items. Track execution across departments. Prevent dropped tasks and bottlenecks.
  • Communication & Liaison:
    • Serve as liaison between the CEO, team members, and clients. Maintain professional, timely communication. Route operational matters efficiently to reduce executive noise.
  • Project & Priority Tracking:
    • Maintain visibility on executive initiatives and quarterly priorities. Provide structured weekly status updates. Ensure nothing falls through the cracks.

Who You Are:

  • Exceptionally organized and detail-driven.
  • Calm under pressure.
  • Direct and confident in communication.
  • Comfortable holding others accountable.
  • Tech fluent (CRM, scheduling systems, project tools).
  • Experienced supporting senior leadership (5+ years required).
  • Able to anticipate needs before being asked.
    • You create clarity.
    • You protect time.
    • You drive execution.

Requirements

  • Full-time, in-office.
  • Proven executive or senior advisor support experience.
  • Strong written communication skills.
  • High discretion and confidentiality.
  • Financial services experience strongly preferred.

Not the Right Fit If:

  • You prefer part-time work.
  • You are building another business.
  • You wait to be told what to do.
  • You avoid follow-up or accountability conversations.

Compensation:

  • Competitive salary based on experience and demonstrated capacity.
  • Performance-based growth opportunity for the right candidate.

To Apply:

Submit:

  • Resume.
  • Desired salary range.
  • A brief note explaining why you are prepared to support both a CEO and Lead Financial Advisor Include the phrase “Precision Creates Momentum” in your note.

About Campbell & Company, Wealth Advisors, and Certified Public Accountants:

We are a Wealth Management & CPA Firm, celebrating 3 decades in business. Our dynamic team is focused on helping our clients achieve their goals through prior planning and excellent service.

Posted 2026-02-24

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