Executive Assistant
Location: Remote
Employment Type: Part-Time (20 Hours per Week)
Reports To: Managing Principal
Position Summary
The client is hiring a dynamic and detail-oriented Executive Assistant to support the Managing
Principal remotely. This individual will provide both personal and professional administrative
support from managing communications and scheduling to preparing client materials and
handling confidential tasks. This is a part-time (20 hours/week) role with the potential to grow as
trust and responsibilities increase.
Key Responsibilities
Executive & Administrative Support
Manage and respond to email across multiple entities
Draft correspondence including professional emails thank-you notes and internal
updates
Handle confidential tasks such as basic banking payroll data entry or protected
document access
Organize and manage business documents using DocuSign and ShareFile
Coordinate with team members using designated communication tools
Client Support & Meeting Preparation
Manage scheduling requests and client appointments for the CEO
Pull client reports and investment statements using Orion (core portfolio software)
Conduct background research on clients and meeting participants
Prepare summaries and briefing documents before meetings
Calendar & Time Management
Maintain and update personal and business calendars
Block off time for deep work travel and meetings
Track long-term commitments such as board meetings and industry events
Send reminders and ensure the CEO is prepared for all engagements
Personal Organization
Track personal deadlines (e.g. insurance renewals DMV registrations)
Maintain the founder s calendar
Order gifts and handle online errands as needed
Requirements
Required Qualifications
Bachelor s degree
3 years of prior experience as an Executive Assistant
Excellent verbal and written communication skills
Neutral American-sounding English accent and professional fluency
Ability to work discreetly and handle confidential information with care
Alignment with Christian values and a joyful professional demeanor
Strong interpersonal skills and responsiveness
Comfortable working in a remote fast-paced environment
Required Tools:
ShareFileOutlookDocuSignMicrosoft TeamsBasic Excel (101 level; more advanced not required)
Preferred Tools (Industry-Specific):
Orion (investment management/reporting software)
Redtail (financial advisory CRM)
Equipment Requirements
Personal laptop or desktop
Stable internet connection (minimum 100 Mbps)
Quality headphones and microphone
Smartphone for communication and coordination
Willingness to upgrade internet or devices if necessary
Benefits
Benefits & Perks
Competitive salary (based on experience and qualifications)
Performance bonuses and incentives
Paid time off and paid holidays
Health insurance
Remote work flexibility
Career advancement opportunities
Ongoing training
Executive Assistant
