Executive Assistant

To apply, you will only have to fill a short form on our website that will take you less than 5 minutes.

 

Job Title: Executive Assistant

 

About the Company:

Our client is an independent wealth management firm.

 

Job Description:

Our client is looking for a reliable, customer-oriented Virtual Assistant. You will be the main administrative contact for clients. Your job will include managing incoming communications, scheduling appointments, and providing operational support.

 

Responsibilities of the role:

• Field incoming phone calls from clients.

• Schedule callback appointments efficiently.

• Coordinate and manage semiannual client review meetings.

• Support the administrative handling and tracking of client insurance applications.

• Update client records.

• Manage calendar invitations.

• Assist with daily administrative workflows.

 

Required Experience and Qualifications:

• Prior background in financial services or insurance industry support is preferred.

• Clear, articulate English speaking skills with minimal accent.

• C2 English level.

 

Preferred Skills:

• Experience with Redtail CRM.

• Experience with RBC custodian/clearing platform.

• Experience with RingCentral phone systems.

 

Personality:

• Friendly, warm, and engaging phone presence.

• Highly professional phone presence.

• Strong attention to detail.

• Proactive.

 

Software & Tools:

• Microsoft Office 365.

• Outlook.

• Redtail CRM.

• RBC custodian/clearing platform.

• RingCentral phone systems.

 

Schedule:

Monday to Friday.

Some distribution of hours to work some hours during weekends.

9:00 AM – 5:00 PM Pacific Time (PT).

40 hours per week.

 

Salary and Benefits:

• Payment in USD or Local Currency according to candidate's preference.

• Full-time remote opportunity.