Executive Assistant – Wealth Management

Assist World

Executive Assistant providing administrative support to C-level executives in a wealth management firm. Responsibilities include scheduling, CRM management, and client coordination.

Posted 5/20/2026full-timeRemote • 🇿🇦 South AfricaMid-LevelSenior💰 $1,200 - $1,600 per monthWebsite

About the role

Key responsibilities & impact

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
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
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
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
Assist with occasional personal administrative tasks
Help streamline day-to-day logistics to maximize executive productivity

Requirements

What you’ll need

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
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

Benefits

Comp & perks

100% REMOTE
$50 birthday bonus
$200 testimonial bonus
$500 entry monthly raffle
NO TRACKER. NO PROBLEM

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

calendar managementschedulingmeeting coordinationtravel arrangementsCRM workflowstask delegationproject trackingcommunication draftingclient logistics coordinationexecutive support

Soft Skills

organizational skillstime managementwritten communicationverbal communicationproactivityresourcefulnessattention to detailinterpersonal skillsprofessionalismdiscretion