A- Work from
- Philippines, South Africa
- Contract
- Full-time
- Salary
- $1K – $1K / month
- Posted
- 13 November 2026
- Apply by
- 12 January 2027
We are seeking a highly organized, proactive, and positive Executive Assistant to support theleadership team of a fast-paced wealth management and financial planning firm. This role willprimarily support the founder/CEO and work closely with the COO and President to keeppriorities, communication, scheduling, and initiatives moving efficiently.The ideal candidate is experienced supporting senior executives, thrives in fast-movingenvironments, can manage competing priorities, and is comfortable serving as a trusted
About the role
gatekeeper and organizational partner.
Responsibilities
Executive & Administrative Support
- Manage complex calendars, scheduling, and meeting coordination
● Coordinate domestic travel arrangements and itineraries
● Monitor and manage executive inboxes
● Delegate tasks and communications appropriately
● Prioritize emails and action items within CRM workflows
● Ensure deadlines, initiatives, and follow-ups stay on track
● Work closely with leadership to maintain organizational alignment
CRM & Workflow Management
- Utilize Salesforce CRM to organize tasks, priorities, and communications
- Create and maintain prioritized action lists
- Track ongoing projects and accountability items
- Support internal workflow coordination across departments
Communication & Client Coordination
- Coordinate client-related logistics and follow-ups
- Draft and respond to communications on behalf of executives when appropriate
- Serve as a professional point of contact for clients and internal stakeholders
- Build trusted relationships with clients and team members
Social Media & Marketing Support
- Post approved content to LinkedIn and company social channels
● Utilize compliant posting systems (e.g., SaySocial)
● Assist with maintaining consistent executive and company visibility online
Personal Assistance (Occasional)
● Assist with occasional personal administrative tasks
● Help streamline day-to-day logistics to maximize executive productivity
Nice to have
- Experience in financial services, wealth management, or regulated industries preferred
but not required
Eligibility
- Previous experience supporting C-level executives or founders
- Exceptional organizational and time management skills
- Strong written and verbal communication abilities
- Highly proactive, resourceful, and detail-oriented
- Comfortable operating in high-pressure and fast-paced environments
- Positive, upbeat personality with strong interpersonal skills
- Able to balance professionalism with personable communication
- Strong discretion and confidentiality standards
- Comfortable adjusting communication style based on urgency and workload
● Familiarity with Salesforce CRM
- Experience managing executive travel and schedules
● Experience handling client-facing communications
Why Join Assist World?
100% REMOTE
$50 birthday bonus
$200 testimonial bonus
$500 entry monthly raffle
NO TRACKER. NO PROBLEM
H
P
C
R
H
A
Discussion
No comments yet. Ask a question or share a tip about this role.