Executive Assistant

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Coordinate and oversee schedules across various business priorities and personal commitments.

• Arrange meetings with potential clients, professional partners, board commitments, and mastermind groups.

• Provide a clear weekly summary of upcoming priorities and obligations.

• Manage calendar availability and schedule appointments with internal contacts.

• Follow up to confirm scheduled appointments.

• Handle high-volume domestic and international travel logistics.

• Research flights and book directly through individual airline applications.

• Maintain frequent flyer accounts, hotel loyalty programs, and traveler security credentials.

• Assist with outreach initiatives using structured, pre-approved templates and scripts.

• Monitor incoming responses and provide updates.

• Draft considerate follow-ups in line with established guidelines.

• Manage guest invitations and coordinate hosting for VIP clients and special events.

• Keep an organized list of high-priority contacts and schedule outreach accordingly.

• Aid in personal task management, bill-payment tracking, and liaising with accountants.

• Complete ad hoc projects and research assignments.

• Deliver dedicated, high-level support to a senior wealth management executive.

• Assist the executive with their wealth management practice, AI initiatives, and personal schedule.

⛳️ Requirements

• Experience supporting founders, executives, or professionals in wealth management.

• Highly articulate with polished spoken and written English skills.

• Comfortable managing confidential information of high-net-worth clients and sensitive personal matters.

• Demonstrated ability to manage multiple priorities, calendars, and follow-ups effectively.

• Experience working with premium clientele, high-value accounts, or in financial services.

• Proficient in using ChatGPT and Claude for research, writing, and content creation.

• Experience in premium hospitality environments is advantageous.

• Familiarity with CRM systems and structured outreach tools is a plus.

• Full-time availability in the EST timezone is required.

• Business-casual attire is expected during meetings.

• Must have a clean background.

• Access to a good camera, microphone, and strong Wi-Fi connection.

• Proficient in Google Workspace, MS Office, Salesforce, airline and travel booking applications, and LinkedIn.

🏝️ Benefits

• 13th Month Bonus.

• Permanent remote work setup.

• Health insurance coverage.

• Dental insurance provision.

• Mental health insurance support.

• Competitive starting salary.

• Opportunities for growth.

• Performance-based salary increases.

• Prizes and bonuses available.

• Flexibility in remote work.

• Long-term career progression.

• Personal development journey support.

• High-trust working environment.

• Front-row access to innovation.

• Engaging and diverse work responsibilities.