EXECUTIVE ASSISTANT & MARKETING COORDINATOR
Continuum Wealth Partners is a comprehensive wealth management firm dedicated to providing clients with long-term peace of mind through thoughtful, personalized planning. We partner with busy, high-achieving professionals and families who seek clarity, accountability, and confidence in their financial futures. Our clients value our disciplined approach to designing and implementing strategies that meaningfully impact their lives.
Continuum Wealth Partners was recognized by Forbes as a Best-In-State Wealth Management Team in 2026, reflecting our commitment to excellence, integrity, and client service.
POSITION OVERVIEW
We are seeking a polished, highly capable Executive Assistant & Marketing Coordinator to support firm leadership and elevate both the client and brand experience.
This is a high-visibility role that sits at the intersection of executive support, marketing execution, and client engagement. The ideal candidate is exceptionally organized, proactive, and detail-oriented, with the judgment and professionalism required to operate in a high-touch environment.
CORE RESPONSIBILITIES
Executive Support
- Provide seamless administrative support to senior leadership, including complex calendar management, travel booking and prioritization of competing demands
- Prepare presentations, correspondence, and client materials with precision
- Coordinate travel, meetings, and internal initiatives
- Serve as a trusted liaison for internal and external stakeholders
Marketing & Brand Execution
- Support execution of marketing strategy across digital, social, and client-facing channels
- Coordinate client events, sponsorships, and brand initiatives with a focus on quality and experience
- Manage website updates, social media presence, and marketing materials
- Maintain CRM data, prospecting lists, and campaign tracking
- Update presentations and client materials (PowerPoint proficiency required)
- Conduct research to support business development and partnerships
Client Experience & Office Operations
- Serve as the first impression of the firm, owning front desk presence and ensuring a high-end client experience
· Maintain a refined, welcoming, and detail-driven office environment
- Greet and support clients with professionalism and discretion
- Prepare meeting rooms and materials to a high standard
- Oversee office operations, vendor coordination, and administrative systems
Insurance & Administrative Operations
- Support insurance case management from application through policy delivery
- Maintain accurate client records and underwriting workflows
- Coordinate follow-ups, medical exams, and documentation
- Manage client communication with accuracy and confidentiality
QUALIFICATIONS
- Bachelor’s degree or equivalent professional experience
- Florida Life & Health License (2-15), or ability to obtain within 45 days
- 2+ years of experience in executive support, marketing coordination, or a professional office environment
- Financial services or professional services experience preferred
PROFILE OF SUCCESS
- Exceptional attention to detail and organizational discipline
- Strong written and verbal communication skills
- Poised, professional, and client-centric demeanor
- Proactive with the ability to anticipate needs and execute independently
- High level of discretion and sound judgment
- Ability to manage multiple priorities with precision and composure
- Comfortable operating in a fast-paced environment with minimal oversight
WHAT WE OFFER
- A high-impact role within a growing, top-tier wealth management firm
- Clear opportunities for professional growth and advancement
- Collaborative, performance-driven culture
- Competitive compensation and benefits, including:
- 401(k) with employer match
- Health and disability insurance
- Licensing and credential reimbursement
- Paid time off
APPLY
If you take pride in delivering excellence and thrive in a high-standard, client-focused environment, we invite you to apply.
ADDITIONAL DETAILS
· Employment Structure: Full Time
· Location: 3717 West North B St, Tampa, FL 33609
· https://www.continuumwealthpartners.com/
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person