Executive Assistant
Posted 23 days ago
You'll complete your application on WeAssist.io's career site.
About the Role
An experienced Executive Assistant is needed to offer comprehensive support to a senior wealth management leader. You will serve as a strategic partner to manage both personal and professional responsibilities, including a wealth management firm and an AI project. This position requires someone who can maintain operational efficiency in a rapid, high-trust setting, allowing the executive to concentrate on critical business goals. You should enjoy organizing complex schedules and managing the nuances of a senior leader's life to facilitate their long-term development.
Requirements
- Demonstrated history of providing high-level support to founders, executives, or wealth management experts.
- Exceptional written and verbal English communication abilities.
- Capacity to maintain strict confidentiality regarding high-net-worth clients.
- Competence in Google Workspace, MS Office, Salesforce, LinkedIn, and travel reservation software.
- Familiarity with AI platforms like ChatGPT and Claude for content generation, writing, and research.
- Availability for full-time hours within the EST timezone.
- Reliable technical environment including high-quality internet, a webcam, and a microphone.
- Background in hospitality or supporting luxury clientele is a plus.
- Proven ability to effectively manage multiple schedules and competing priorities.
Responsibilities
- Manage intricate calendars encompassing professional and personal engagements, such as scheduling with board members and potential clients.
- Coordinate high-volume travel arrangements, including managing loyalty programs and researching flights.
- Support outreach initiatives by tracking inbox communications and preparing follow-ups based on specific protocols.
- Arrange VIP client events and special functions while updating lists of important contacts.
- Handle personal administrative tasks, including bill payments and working with accountants.
- Present the executive with a comprehensive weekly priority summary.
- Execute miscellaneous research assignments to ensure the smooth operation of both the professional practice and personal schedule.
Benefits & Perks
- Permanent remote work position with a full-time schedule.
- Competitive base salary supplemented by a 13th-month bonus and raises based on performance.
- Comprehensive coverage including dental, health, and mental health insurance.
- Opportunities for long-term career advancement and professional development.
- Access to a high-trust work culture with additional incentives and prizes.
Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.
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