Executive Assistant | Wealth Management and Financial Company

Job Description

• 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 keep priorities, communication, scheduling, and initiatives moving efficiently. The ideal candidate is experienced 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 complex 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 within CRM workflows ● Ensure deadlines, initiatives, and follow-ups stay on track ● Work closely with leadership to maintain organizational alignment CRM & Workflow Management ● Utilize Salesforce 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-related logistics and follow-ups ● Draft and respond to communications on behalf of executives when appropriate ● Serve as a professional point of contact for clients and internal stakeholders ● Build trusted relationships with clients and team members Social Media & Marketing Support ● Post approved content to LinkedIn and company social 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, resourceful, and detail-oriented ● Comfortable operating in high-pressure and fast-paced environments ● Positive, upbeat personality with strong interpersonal skills ● Able 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 Salesforce CRM ● Experience managing executive travel and schedules ● Experience handling client-facing communications
• $1,200 - $1,600 a month Position Details ● Must be available during U.S. Eastern Time business hours ● Background check eligible due to regulatory environment ● Full-time position
• Why Join Assist World? 100% REMOTE $50 birthday bonus $200 testimonial bonus $500 entry monthly raffle NO TRACKER. NO PROBLEM
• We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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