Executive Assistant

Job Description/RequirementsKey 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

RequirementsRequired 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

• ShareFile,Outlook,DocuSign,Microsoft Teams,Basic 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 & 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