Entry-Level Personal Assistant to CEO (Part-Time) jobs in United States
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Lyons Wealth Management · 21 hours ago

Entry-Level Personal Assistant to CEO (Part-Time)

positionWinter Park, FL
timePart-time
remoteOnsite
seniorityNew Grad, Entry Level
money$17.50/hr - $17.50/hr

Lyons Wealth Management is an award-winning firm dedicated to helping affluent clients achieve their financial goals. They are seeking an organized and motivated Entry-Level Personal Assistant to support the CEO, providing hands-on exposure to the operations of a financial services business.

FinanceFinancial ServicesWealth Management

Responsibilities

Calendar management, scheduling, and meeting coordination
Handling email correspondence and basic follow-ups
Document organization and light administrative support
Assisting with personal and business-related tasks as needed
Helping keep priorities organized in a fast-moving environment

Qualification

Professional communicationOrganizational skillsGoogle WorkspaceMulti-taskingTrustworthiness

Required

Strong organizational skills and attention to detail
Clear, professional communication (written and verbal)
High level of discretion and trustworthiness
Comfortable handling multiple tasks and shifting priorities
Tech-comfortable (Google Workspace, email, basic document management)
No prior finance experience required — training provided

Company

Lyons Wealth Management

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Lyons Wealth Management provides investment management and strategic wealth planning services.
dateFounded in 1997
location
Winter Park, Florida, USA
people-size11-50 employees
web-link
https://www.lyonswealth.com

Funding

Current Stage
Early Stage

Recent News

PR Newswire
Lyons Small Cap Value Ranked #1 in Peer Group for Ten Year Performance
2024-10-31
Company data provided by crunchbase