C-SUITE ASSISTANTS · 16 hours ago
Remote Executive Assistant to CEO of Wealth Management Company
United States
Full-time
Remote
Mid Level
3+ years expC-SUITE ASSISTANTS is a financial services firm that has been in business for 40 years, helping individuals and professional practices grow and manage their wealth. They are seeking an Executive Assistant to support the CEO, responsible for managing communications, scheduling, and providing administrative support.
Business IntelligenceManagement Information SystemsRecruiting
Hiring Manager
Gerry Sheridan
Responsibilities
Daily review emails with the CEO. The CEO will dictate responses and the assistant will compose them and edit and send on the CEO’s behalf
Act as “gatekeeper” of executive’s time and attention
Prioritize, anticipate needs, and make decisions on behalf of the executive
Prepare PowerPoint presentations, articles, and seminar materials and reports
Provide backup support for the administrative team
Serving as a liaison with clients and team members, by assisting CEO in managing the business
Manage calendar, business travel, meetings, and personal appointments
Assist with event and seminar preparation, including materials and logistics
Handle confidential information with professionalism and discretion
Assist with promoting wealth management business and recently published books
Qualification
Required
Minimum of 3 years of experience in a related support position
BA/BS from a college or university a plus
Excellent Microsoft Office skills (Word, Excel, PowerPoint and Outlook)
Able to type 70 WPM by dictation
Strong written and verbal communication skills
Tech-savvy, knowledgeable in AI tools, adaptable, and able to multitask effectively
Polished, professional demeanor
Preferred
Experience in financial service industry a plus
Benefits
401K (the company contributes $3K Plus a profit sharing amount without employee contribution)
Paid Vacation
OT bank (any hours worked overtime can be accrued and taken off at a later time)
Company
C-SUITE ASSISTANTS
C-Suite Assistants is a service provider specializing in supporting executives and senior management teams with administrative assistance.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Carol Coleman
Managing Partner and Principal
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