Executive Assistant | Wealth Management and Financial Company

8 hours, 15 minutes ago
Full-time
Senior
Operations
Assist World

Assist World

Assist World provides dedicated virtual assistant services, enabling businesses to streamline their operations and enhance productivity by matching clients with skilled virtual talent tailored to their specific needs.

IT Services

Description

  • Manage complex calendars, scheduling, and meeting coordination for senior executives.
  • Coordinate domestic travel arrangements and itineraries.
  • Monitor, organize, and prioritize executive inboxes and action items.
  • Delegate tasks and communications appropriately and keep deadlines, initiatives, and follow-ups on track.
  • Use Salesforce CRM to organize tasks, priorities, communications, and accountability items.
  • Support internal workflow coordination across departments and maintain organizational alignment.
  • Coordinate client-related logistics and follow-ups.
  • Draft and respond to communications on behalf of executives when appropriate.
  • Post approved content to LinkedIn and company social channels using compliant posting systems.
  • Assist with occasional personal administrative tasks and day-to-day logistics.

Requirements

  • Previous experience supporting C-level executives or founders.
  • Exceptional organizational and time management skills.
  • Strong written and verbal communication abilities.
  • Highly proactive, resourceful, detail-oriented, and comfortable in high-pressure, fast-paced environments.
  • Positive, upbeat personality with strong interpersonal skills.
  • Strong discretion and confidentiality standards.
  • Ability to adjust communication style based on urgency and workload.
  • Must be available during U.S. Eastern Time business hours.
  • Background check eligible due to the regulatory environment.
  • Experience in financial services, wealth management, or regulated industries is preferred.
  • Familiarity with Salesforce CRM is preferred.
  • Experience managing executive travel and schedules is preferred.
  • Experience handling client-facing communications is preferred.

Benefits

  • $1,200 - $1,600 a month compensation.
  • 100% remote work.
  • $50 birthday bonus.
  • $200 testimonial bonus.
  • $500 entry monthly raffle.

Interested in this position?

Apply directly on the company website

Apply Now

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