Job Description :Executive AssistantLocation: RemoteEmployment Type: Part-Time (20 Hours per Week)Reports To: Managing PrincipalPosition SummaryThe client is hiring a dynamic and detail-oriented Executive Assistant to support the ManagingPrincipal remotely. This individual will provide both personal and professional administrativesupport—from managing communications and scheduling to preparing client materials andhandling confidential tasks. This is a part-time (20 hours/week) role with the potential to grow astrust and responsibilities increase.Key ResponsibilitiesExecutive & Administrative Support● Manage and respond to email across multiple entities● Draft correspondence, including professional emails, thank-you notes, and internalupdates● Handle confidential tasks such as basic banking, payroll data entry, or protecteddocument access● Organize and manage business documents using DocuSign and ShareFile● Coordinate with team members using designated communication toolsClient 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 meetingsCalendar & 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 engagementsPersonal Organization● Track personal deadlines (e.g., insurance renewals, DMV registrations)● Maintain the founder’s calendar● Order gifts and handle online errands as neededRequirementsRequired 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 environmentRequired 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 necessaryBenefitsBenefits & 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
