Executive Assistant

• 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

• 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

• 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