WFH.teamOpen appFrom $6k
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What this posting tells you
Executive Assistant role supporting the founder/CEO and leadership of a wealth management and financial planning firm. 100% remote position open to candidates in South Africa and the Philippines. Responsibilities include managing complex calendars, travel, email and CRM workflows using Salesforce, communication with clients and internal stakeholders, and social media support. Position requires senior executive support experience, strong organizational skills, and high discretion. Offers full-time employment with a minimum salary of $6,000 USD and various bonuses. No visa sponsorship or work authorization details provided.
Administrative and data entry, Finance and investments, Marketing, Customer support
Philippines, South Africa
Timezone overlap is not stated.
mid_senior · full_time
- Required timezone overlap is not stated
Administrative and data entry hiring on WFH.team
This role's listed pay is below the median among 200 comparable roles shown here. Category counts come from WFH.team's latest published remote job market snapshot.
Explore the remote job marketExecutive Assistant | Wealth Management and Financial Company at Assist World
Position Overview
We are seeking a highly organized, proactive, and positive Executive Assistant to support the
leadership team of a fast-paced wealth management and financial planning firm. This role will
primarily support the founder/CEO and work closely with the COO and President to keep
priorities, communication, scheduling, and initiatives moving efficiently.
The ideal candidate is experienced supporting senior executives, thrives in fast-moving
environments, can manage competing priorities, and is comfortable serving as a trusted
gatekeeper and organizational partner.
Key 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
Ideal Candidate Profile
● 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
Preferred qualifications
● Experience in financial services, wealth management, or regulated industries preferred
but not required
● 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
Working remotely at Assist World
Assist World is hiring for 98 active remote roles, with remote-friendly openings, application links, and job details refreshed from the public remote job inventory.
Remote hiring signal is inferred from active confirmed-remote job listings.