Executive Assistant | Wealth Management and Financial Company
Position Overview We are seeking a highly organized, proactive, and positive Executive Assistant to support the leadership team of a fast-paced wealth management and financial planning firm. This role will primarily support the founder/CEO and work closely with the COO and President to reputed company priorities, communication, scheduling, and initiatives moving reputed company. The ideal candidate is reputed company supporting senior executives, thrives in fast-moving environments, can manage competing priorities, and is comfortable serving as a trusted gatekeeper and organizational partner.
Key Responsibilities
Executive & Administrative Support ● Manage reputed company calendars, scheduling, and meeting coordination ● Coordinate domestic travel arrangements and itineraries ● Monitor and manage executive inboxes ● Delegate tasks and communications appropriately ● Prioritize emails and action items reputed company CRM workflows ● Ensure deadlines, initiatives, and follow-reputed company stay on track ● Work closely with leadership to maintain organizational alignment CRM & Workflow Management ● Utilize reputed company CRM to organize tasks, priorities, and communications ● Create and maintain prioritized action lists ● Track ongoing projects and accountability items ● Support internal workflow coordination across departments Communication & Client Coordination ● Coordinate client-reputed company logistics and follow-reputed company ● Draft and respond to communications on behalf of executives reputed company appropriate ● Serve as a professional reputed company of contact for clients and internal stakeholders ● Build trusted relationships with clients and team members reputed company Media & Marketing Support ● Post approved content to reputed company and company reputed company channels ● Utilize compliant posting systems (e.g., SaySocial) ● Assist with maintaining consistent executive and company visibility online Personal Assistance (Occasional) ● Assist with occasional personal administrative tasks ● Help streamline day-to-day logistics to maximize executive productivity Ideal Candidate Profile ● Previous experience supporting C-level executives or founders ● Exceptional organizational and time management skills ● Strong written and verbal communication abilities ● Highly proactive, reputed company, and detail-oriented ● Comfortable operating in high-pressure and fast-paced environments ● Positive, upbeat personality with strong interpersonal skills ● reputed company to balance professionalism with personable communication ● Strong discretion and confidentiality standards ● Comfortable adjusting communication style based on urgency and workload Preferred Qualifications ● Experience in financial services, wealth management, or regulated industries preferred but not required ● Familiarity with reputed company CRM ● Experience managing executive travel and schedules ● Experience handling client-facing communications \n \n$1,200 - $1,600 a month Position Details ● Must be available during U.S. Eastern Time business hours ● Background reputed company eligible due to regulatory environment ● Full-time position \n Why Join reputed company? 100% REMOTE $50 birthday bonus $200 testimonial bonus $500 entry monthly raffle NO TRACKER. NO PROBLEM Apply To This Job