Executive Assistant

To apply, you will only have to fill a short form on our website that will take you less than 5 minutes.

Job Title: Executive Assistant

About the Company

Our client is an independent wealth management firm.

Job Description

Our client is looking for a reliable, customer-oriented Virtual Assistant. You will be the main administrative contact for clients. Your job will include managing incoming communications, scheduling appointments, and providing operational support.

Responsibilities of the role

• Field incoming phone calls from clients.
• Schedule callback appointments efficiently.
• Coordinate and manage semiannual client review meetings.
• Support the administrative handling and tracking of client insurance applications.
• Update client records.
• Manage calendar invitations.
• Assist with daily administrative workflows.

Required Experience and Qualifications

• Prior background in financial services or insurance industry support is preferred.
• Clear, articulate English speaking skills with minimal accent.
• C2 English level.

Preferred Skills

• Experience with Redtail CRM.
• Experience with RBC custodian/clearing platform.
• Experience with Ring

Central phone systems.

Personality

• Friendly, warm, and engaging phone presence.
• Highly professional phone presence.
• Strong attention to detail.
• Proactive.

Software & Tools

• Microsoft Office 365.
• Outlook.
• Redtail CRM.
• RBC custodian/clearing platform.
• Ring

Central phone systems.

Schedule

Monday to Friday.

Some distribution of hours to work some hours during weekends.

9:00 AM – 5:00 PM Pacific Time (PT).

40 hours per week.

Salary and Benefits

• Payment in USD or Local Currency according to candidate's preference.
• Full-time remote opportunity.