Campbell & Company, Wealth Advisors, and Certified Public Accountants
Executive Administrative Assistant
Spring Hill, Florida•Full-time
About the Job
Executive Assistant to CEO & Lead Advisor
Campbell & Company – Wealth Advisors & CPAs
Spring Hill, FL | Full-Time | In-Office.
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.
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.