Executive Assistant – Wealth Management

Job not on LinkedIn

🕒 May 19

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Assist World

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2022

🎯 Recruiter

🤝 B2B

Recruitment • B2B

<Assist World> Assist World is a virtual assistant staffing and outsourcing company that matches businesses with vetted remote assistants across administrative, accounting, customer service, sales, social media, e-commerce, and industry-specific roles. They provide rapid discovery, matching, and onboarding, a management dashboard and dedicated account managers, and a satisfaction guarantee with rematch or refund options. Assist World serves businesses globally, emphasizes cost-effective, flexible staffing (part-time or full-time) with no long-term lock-ins, and promotes a bench of thousands of pre-vetted assistants for scalable teams.

📋 Description

• 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 • 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 • 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 • 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 • Assist with occasional personal administrative tasks • Help streamline day-to-day logistics to maximize executive productivity

🎯 Requirements

• 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 • 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

🏖️ Benefits

• 100% REMOTE • $50 birthday bonus • $200 testimonial bonus • $500 entry monthly raffle • NO TRACKER. NO PROBLEM