Executive Assistant | Wealth Management and Financial Company

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

100% REMOTE

$50 birthday bonus

$200 testimonial bonus

$500 entry monthly raffle

NO TRACKER. NO PROBLEM

Originally posted on Himalayas