Executive Assistant
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Job Description
Executive Assistant supporting a senior wealth management executive’s scheduling, travel, outreach, and personal administration. Contributing to an AI-enabled platform serving affluent households.
Responsibilities:
- Coordinate and manage schedules across multiple business priorities and personal commitments
- Schedule meetings with prospective clients, professional partners, board commitments, and mastermind groups
- Present a clear weekly overview of upcoming priorities and commitments
- Coordinate calendar availability and book appointments with internal points of contact
- Follow up and confirm scheduled appointments
- Oversee high-volume domestic and international travel logistics
- Research flights and book directly through individual airline apps
- Maintain frequent flyer numbers, hotel loyalty programs, and traveler security credentials
- Support outreach efforts using structured, pre-approved templates and scripts
- Monitor inbound responses and report updates
- Draft thoughtful follow-ups according to established guidelines
- Manage guest invitations and coordinate VIP client hosting and special events
- Maintain a curated list of high-priority contacts and schedule outreach
- Assist with personal task management, bill-payment tracking, and accountant liaison
- Complete ad hoc projects and research tasks
- Provide dedicated, high-level support to a senior wealth management executive
- Support the executive's wealth management practice, AI venture, and personal schedule
Requirements:
- Background supporting founders, executives, or wealth management professionals
- Highly articulate, polished spoken and written English
- Comfortable handling confidential, high-net-worth client information and sensitive personal matters
- Proven ability to juggle multiple priorities, calendars, and follow-ups
- Experience supporting premium clientele, high-value accounts, or financial services professionals
- Comfortable using ChatGPT and Claude for research, writing, and content creation
- Experience in premium hospitality settings is a plus
- Familiarity with CRM platforms and structured outreach tools is a plus
- Full-time availability in the EST timezone
- Business-casual attire when in meetings
- Clean background
- Good camera
- Good microphone
- Strong Wi-Fi
- Proficiency with Google Workspace, MS Office, Salesforce, airline and travel booking apps, and LinkedIn
Benefits:
- 13th Month Bonus
- Permanent work-from-home / remote set-up
- Health insurance
- Dental insurance
- Mental health insurance
- Great starting salary
- Growth opportunity
- Performance-based raises
- Prizes and bonuses
- Remote flexibility
- Long-term career path
- Personal development journey
- High-trust environment
- Front-row seat to innovation
- Meaningful, varied work
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