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Personal Financial Assistant Jobs in Boca Raton, FL

Trivium

Executive Assistant

Miami Gardens, FL · On-site

- ready to postExecutive Assistant / Life Manager Location: Miami, FL (Brickell) - remote to start ... Personal finance tracking: a simple weekly summary of revenue in and personal spend out. Not ...

Trivium

Executive Assistant

Miami Gardens, FL · On-site

-- ready to postExecutive Assistant / Life Manager Location: Miami, FL (Brickell) -- remote to start ... Personal finance tracking: a simple weekly summary of revenue in and personal spend out. Not ...

Trivium LLC

Executive Assistant

Miami Gardens, FL · On-site

-- ready to post Executive Assistant / Life Manager Location: Miami, FL (Brickell) -- remote to start ... Personal finance tracking: a simple weekly summary of revenue in and personal spend out. Not ...

Synovus

Financial Advisor

Fort Lauderdale, FL · On-site

Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist ...

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How much do personal financial assistant jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for personal financial assistant in Boca Raton, FL is $21.92, according to ZipRecruiter salary data. Most workers in this role earn between $15.67 and $24.57 per hour, depending on experience, location, and employer.

What is a personal financial assistant?

Personal financial assistants are professionals who help individuals manage their finances, including budgeting, bill payments, tax preparation, and tracking expenses. They may also assist with organizing financial documents, monitoring accounts, and providing reminders for important financial deadlines. Their goal is to help clients gain better control over their day-to-day finances and achieve their financial goals more efficiently. Personal financial assistants can work independently, for financial planning firms, or as part of a larger team supporting high-net-worth individuals.

What are the key skills and qualifications needed to thrive as a personal financial assistant, and why are they important?

To thrive as a Personal Financial Assistant, you need a solid understanding of financial management, budgeting, and accounting principles, often supported by a degree in finance or a related field. Familiarity with financial planning software, spreadsheet tools like Excel, and bookkeeping systems is typically required. Strong organizational skills, discretion, and effective communication help foster trust and ensure clear client interactions. These skills and qualities are crucial for managing sensitive financial data accurately and providing reliable support to clients.

What are some common challenges personal financial assistants face when managing multiple clients' finances?

Personal Financial Assistants often juggle the financial needs and schedules of several clients at once, which can present challenges in maintaining organization and ensuring confidentiality. Managing diverse financial portfolios requires attention to detail and the ability to quickly adapt to different clients' unique goals and preferences. Building trust is essential, as clients rely on you for sensitive information and personalized advice. Staying up-to-date with financial regulations and tools is also important to provide effective and compliant support.

What is the difference between Personal Financial Assistant vs Financial Advisor?

AspectPersonal Financial AssistantFinancial Advisor
CredentialsTypically requires certifications like CFP or CPA, but not always mandatoryOften requires CFP, CFA, or other financial planning certifications
Work EnvironmentSupports individual clients with daily financial tasks, often in office or remote settingsProvides comprehensive financial planning and investment advice, usually in office settings
Employer & Industry UsageCommonly employed by financial firms, banks, or as independent assistantsEmployed by financial planning firms, banks, or as independent advisors
Search & Comparison IntentPeople compare to understand support roles in personal financePeople compare to find comprehensive financial planning services

The main difference is that a Personal Financial Assistant primarily supports clients with day-to-day financial tasks and administrative support, while a Financial Advisor offers strategic financial planning and investment advice. Both roles may require similar certifications, but their scope and client interaction differ significantly.

What qualifications do you need to be a personal financial assistant?

To become a personal financial assistant, candidates typically need a bachelor's degree in finance, accounting, or a related field. Strong analytical skills, proficiency with financial software, and excellent communication abilities are also important; certifications like the CFP or CPA can enhance job prospects.

What are the most commonly searched types of Personal Financial jobs in Boca Raton, FL?

The most popular types of Personal Financial jobs in Boca Raton, FL are:

What job categories do people searching Personal Financial Assistant jobs in Boca Raton, FL look for?

The top searched job categories for Personal Financial Assistant jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Personal Financial Assistant jobs?

Cities near Boca Raton, FL with the most Personal Financial Assistant job openings:

Personal Financial Assistant jobs near you
Infographic showing various Personal Financial Assistant job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, and 3% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $45,779 per year, or $22 per hour.

Executive Assistant

Miami Gardens, FL • On-site

Trivium
See more jobs at Triviumexternal

Full-time

Posted 8 days ago

Job description

Job Description - ready to postExecutive Assistant / Life Manager

Location: Miami, FL (Brickell) - remote to start, in-person from October

Type: Full-time, 1099 contractor

Compensation: 50,000-70,000/year, based on experience

Hours: Core hours 11:00 AM - 7:00 PM ET, with flexibility outside of them

Reports to: The founder and her business partner

About the role

We're looking for an Executive Assistant / Life Manager to take full ownership of the day-to-day life and schedule of a 30-year-old entrepreneur based in Miami. She built a seven-figure e-commerce business from scratch and is the public face of a fast-growing brand with a large, engaged audience of women.

Right now there is no system - no calendar structure, no inbox management, no organisation. You would be starting from a blank page and building it. This is not a role where you inherit someone else's process; it's one where you create it, then run it so well that she never has to think about logistics again.

You'll work closely with both her and her business partner in a shared group chat, with real trust and real access. The right person becomes indispensable within a few months.

What you'll own

  • Organisational system: build a simple, reliable system - synced to her phone - where her schedule, bookings, travel and reminders all live in one place.
  • Calendar & appointments: manage her calendar end to end, book personal and medical appointments, and keep her ahead of what's coming.
  • Travel (a big part of this role): she flies roughly four times a month. You'll book flights and hotels, work with airlines on availability, manage points and award bookings, and build complete itineraries.
  • Inbox management: monitor and triage her email, surface what genuinely matters, clear the noise, and make sure nothing - bills, appointments, deadlines - is ever missed again.
  • Personal finance tracking: a simple weekly summary of revenue in and personal spend out. Not accounting - just clear visibility.
  • Home & vendors: coordinate cleaners, maintenance and service providers; be the point of contact so she isn't.
  • Relocation project (October): she's moving to Miami and starting from zero - apartment search, viewings, furniture, utilities, setting up the home.
  • Travel & event planning: occasional trips and personal celebrations - you'll research options, present a clear shortlist, then execute the whole thing.
  • Occasional support for her business partner when he's stretched.

Requirements

Who you are

  • 1-3+ years as an executive assistant, personal assistant, house manager or in a comparable service-driven role. Exceptional candidates with less experience and clear evidence of ownership will be considered.
  • Based in Miami (or relocating before October) and able to work in person, run errands and attend to things on site.
  • Deeply organised - you track everything, you follow up without being asked, and nothing falls through the cracks.
  • Proactive. You anticipate what's needed and handle it before you're asked.
  • Calm under pressure and unbothered by urgency - things move fast, plans change, and you keep your composure.
  • Detail-obsessed - the right terminal, the right time zone, the correct spelling on the ticket.
  • Discreet and trustworthy. You'll have access to personal, financial and private information.
  • Emotionally intelligent - you read people well, you communicate warmly and directly, and you're easy to be around.
  • Resourceful and independent - given a goal, you figure out the how.
  • Comfortable with technology and with AI tools; the household runs on Google Workspace, Slack and WhatsApp, and is adopting AI assistants.
  • Excellent written and spoken English.
  • Valid driver's licence and ability to travel occasionally (roughly twice a year).

Nice to have

  • Experience with luxury travel, airline loyalty programmes and points/award bookings.
  • Experience supporting a founder, public figure or content creator.
  • Experience setting up a home or managing a relocation.

Benefits

What's on offer

  • Direct, close working relationship with two founders who will give you real autonomy and real trust.
  • A role you get to design - you're building the system, not maintaining someone else's.
  • Genuine variety: no two days look alike.
  • Exposure to a fast-growing e-commerce business and the people running it.

Apply