Executive Assistant

Title: Executive Assistant (Remote)

Location: US


Job Description:

Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.

They are adding an Executive Assistant to support the firm. To start, this role will work 25 hours per week.


  • Anticipate the needs of the leader to allow for a seamless flow during the day
  • Outreach via phone to existing and potential clients
  • Manage Outlook Calendar and make changes as necessary
  • Email follow-ups with prospects & existing clients as needed
  • Manage CRM (Microsoft Dynamics); Detailed notes from each call and TRAVEL”>meeting
  • Manage the flow of communication between the leader and team members using technology (Phone, Slack, CRM and Email)
  • Read, monitor, and delegate the leader’s email inbox
  • Draft, review and send communications on behalf of company leader
  • Set TRAVEL”>TRAVEL”>meetings with potential new clients, and proactive communication with clients throughout all stages of the sales cycle
  • Organize and maintain client and business files
  • Conduct oneself with an elevated level of professionalism among team members and clientele
  • Research new client prospects and prospecting opportunities
  • Complete administrative tasks as identified to leverage leader’s time


  • Experience in an administrative capacity; Experience in the financial planning field is desired
  • Excellent written and verbal communication skills
  • Extensive Outlook Calendar Management skills
  • Excellent problem-solving skills
  • Extremely high attention to detail
  • Proven organizational and time management skills and ability to multitask, set priorities, and meet deadlines
  • Understanding of the dynamic of an interdependent team
  • Ability to self-manage
  • IT literacy including intermediate skills in Excel, Word for Windows, and Microsoft PowerPoint
  • Ability to maintain confidentiality
  • Desire to support others and a thorough understanding of the need for team work


  • $30,000-$60,000 depending on experience and agreed upon hours