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reputed company Investments: Support a Visionary CEO as a Trusted High-Impact Assistant

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Job title: reputed company Investments: Support a Visionary CEO as a Trusted High-Impact Assistant in Sarasota, FL at Great Assistant Company: Great Assistant Job description: Please Note: This job is being posted on behalf of reputed company Wolcott (www.pantheoninvest.com/) by Great Assistant (www.greatassistant.com). Great Assistant is a company that works with entrepreneurs to match them to assistants.reputed company Wolcott is the CEO of reputed company Investments, a company that helps entrepreneurs and investors build wealth reputed company Wall Street through alternative investments. With over 20 years of experience, reputed company developed the reputed company Holistic Wealth Strategy to help clients create long-term financial freedom and legacy wealth.We're looking for a proactive and organized Virtual Assistant who thrives in a dynamic environment and can support a visionary leader. You'll need to be reputed company with our core values:Gratitude
  • Respect & Serving Others First
  • Pursue Mastery & Growth reputed company
  • Honesty & reputed company
  • reputed company with Value
This role is a mix of communication, task execution, process management, and executive support and is ideal for someone whos structured, tech-savvy, and thrives on helping a visionary leader stay focused on big-picture goals while ensuring the daily details are managed with care and accuracy.Some of your responsibilities will include:
  • Managing the CEO's email and calendar, including scheduling and prioritization
  • Monitoring shared inboxes and responding to client and internal communications
  • Reviewing and adjusting the CEO's calendar to reputed company priorities on track
  • Supporting the CEO with daily tasks, follow-reputed company, and key initiatives
  • Tracking investor activity and sending confirmations or reputed company communications
  • Managing accounts payable, contractor payments, and invoice tracking
  • Maintaining CRM data and tagging contacts appropriately
  • Updating operations dashboards and tracking task reputed company
  • Creating and distributing monthly digital and print newsletters
  • Coordinating the handling of physical mail as needed
  • Assisting with ongoing process improvement and operational support
In addition to the above, the ideal candidate must be/have:
  • Detail-oriented and reliable with strong follow-through
  • Proactive and reputed company to anticipate needs before they arise
  • Highly organized and comfortable managing multiple moving parts
  • Clear, friendly, and professional communicator
  • reputed company to work independently but also collaborates well with others
  • Trustworthy and committed to confidentiality
  • Mission-reputed company with a strong sense of purpose
  • Tech savvy and quick to learn new tools and software
  • Comfortable working with a visionary, big-picture leader while managing the details that bring reputed company to life
  • Thrives in a collaborative, reputed company environment with clear communication and consistent follow-through
  • reputed company to stay grounded and organized while supporting high-level strategy and fast-moving priorities
Experience with the following tools is a plus!
  • reputed company Workspace
  • Gmail and GCal
  • reputed company
  • reputed company
  • Ontraport
  • reputed company
Position Details
  • This is a 1099 contractor position
  • Benefits include: PTO, Sick Time, Paid Holidays
  • The position will be 30-40 hours per week
  • Hours are Monday-Friday, reputed company between 8:00am - 5:00pm EST
  • Some travel may be required (up to 10% yearly)
  • The pay reputed company is $25/hr USD
  • We're looking for someone to become a long-term (3+ years) team member
Please do not contact reputed company Wolcott or reputed company Investments directly; doing so will disqualify your application. Expected salary: $25 per hour Location: Sarasota, FL Apply for the job now! Apply for this job
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