Virtual Executive Assistant

Key Responsibilities:

• Manage Adam's calendar: book, confirm, and reschedule client meetings, including maintaining the quarterly meeting cadence.
• Handle last-minute rescheduling requests promptly and keep the inbox moving on busy days.
• Keep the CRM (Salesforce) updated with client and opportunity notes, and communicate with internal operations staff.

Skills & Tools:

• Strong organizational skills and comfort with the Microsoft Office suite, particularly Outlook calendar.
• General CRM familiarity is helpful; Salesforce experience is a plus but not required.
• Personable, professional communication style, since the role is occasionally client-facing by phone.

Why Join:

• 100% remote role with a focus on work-life balance and no tracker.
• $50 birthday bonus and $200 testimonial bonus.
• Support a growing financial advisory practice with a dedicated team.