Executive Administrative Assistant

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.