Executive Assistant – Wealth Management

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

📋 Description

• Oversee intricate calendars, scheduling, and coordination of meetings

• Arrange domestic travel plans and itineraries

• Supervise and manage executive email inboxes

• Appropriately delegate tasks and communications

• Prioritize emails and action items within CRM workflows

• Ensure that deadlines, initiatives, and follow-ups are maintained

• Collaborate closely with leadership to sustain organizational alignment

• Utilize Salesforce CRM to organize tasks, priorities, and communications

• Develop and maintain prioritized action lists

• Monitor ongoing projects and accountability items

• Facilitate internal workflow coordination across various departments

• Coordinate client-related logistics and follow-up activities

• Draft and respond to communications on behalf of executives when appropriate

• Act as a professional point of contact for clients and internal stakeholders

• Foster trusted relationships with clients and team members

• Publish approved content to LinkedIn and company social media channels

• Utilize compliant posting systems (e.g., SaySocial)

• Assist in maintaining consistent online visibility for executives and the company

• Help with occasional personal administrative tasks

• Streamline daily logistics to enhance executive productivity

⛳️ Requirements

• Prior experience supporting C-level executives or founders

• Outstanding organizational and time management skills

• Strong written and verbal communication skills

• Highly proactive, resourceful, and detail-oriented

• Comfortable working in high-pressure and fast-paced settings

• Positive, energetic personality with excellent interpersonal skills

• Capable of balancing professionalism with approachable communication

• Strong standards for discretion and confidentiality

• Adaptable communication style according to urgency and workload

• Experience in financial services, wealth management, or regulated sectors preferred, but not mandatory

• Familiarity with Salesforce CRM

• Experience managing executive travel and schedules

• Experience in handling client-facing communications

🏝️ Benefits

• 100% REMOTE

• $50 birthday bonus

• $200 testimonial bonus

• $500 entry monthly raffle

• NO TRACKER. NO PROBLEM