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
but not required
Familiarity with Salesforce CRM
Experience managing executive travel and schedules
Experience handling client-facing communications
Why Join Assist World?
100% REMOTE $50 birthday bonus $200 testimonial bonus $500 entry monthly raffle NO TRACKER.
Assist World is a virtual assistant staffing company that places remote administrative professionals with clients across various industries. The company serves diverse clients including a long-established mobile swim school in Florida and a luxury jewelry design business. Assist World matches detail-oriented virtual assistants with roles involving scheduling, client communication, appointment coordination, and operational support. The company emphasizes remote work flexibility and offers performance-based bonuses to incentivize quality service delivery.
