Executive Assistant
2 weeks ago
Overview Executive Assistant (Wealth Management Industry) (Work From Home). This is a back-office administrative role with no client-facing duties. The right candidate will have prior experience in wealth management or financial services and be comfortable working with industry-specific software. Responsibilities Manage administrative tasks for the Managing Partner Prepare, track, and organize client forms and paperwork Ensure client invitations are sent for quarterly reviews Distribute client review packs on schedule Maintain DocuSign templates and oversee completion tracking Manage calendar scheduling and meeting coordination Organize tasks and deadlines within the CRM system Follow up on outstanding items and ensure timelines are met Requirements 1-3 years previous experience as an administrative or executive assistant, preferably in the Wealth Management industry Familiarity with financial services workflows preferred Experience with AT LEAST TWO of the following tools is necessary: Redtail CRM Orion (operations software) E-Money (financial planning software) Charles Schwab (investment software platform) Significant experience of managing office procedures and working with sensitive corporate information Strong knowledge of cloud systems, online calendars, and other related solutions Fully fluent in English Skilled in the use of apps and technology Ability to commit long-term and full-time Ability to work U.S. business hours (Pacific Time, Central Time, or Eastern Time) This position is for serious, career-oriented candidates Ideal Candidate Background in wealth management, financial planning, or investment firms Comfortable learning new financial software quickly Works independently with limited oversight Reliable, discreet, and detail-oriented What we offer Best salaries in the industry Permanent ability to work from anywhere in the world Opportunities for growth and advancement A fast-paced and collaborative environment Warm and friendly company culture Full benefits Benefits at Persona Health insurance Unlimited paid time off (paid sick and vacation leaves) Annual bonuses based on performance Monthly tech allowance Opportunity to be paid in your currency of choice This is a full-time and long-term role dedicated to serving one client. All roles at Persona are 100% work-from-anywhere (work from home or wherever it suits you best). If this is your first time working for a U.S. company, we provide guidance and assistance getting set up as a remote professional. Once hired, we will carefully match you to a client company that suits your career background, skills, and goals. We are also looking for new team members with backgrounds in administration, bookkeeping, accounting, finance, project management, operations, recruiting, human resources, content writing, social media management, research, executive assistance, customer service, customer support, technical support, data management, video editing, sales, account management, marketing, and design. #J-18808-Ljbffr
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Executive Assistant
2 weeks ago
Pasig, Philippines Bigtime Empire Full timeThe Executive Assistant provides high-level administrative support to the company’s executive leadership. This role is responsible for managing calendars, coordinating meetings and travel, handling confidential communications, and ensuring the executive’s day-to-day operations run smoothly. The Executive Assistant serves as a gatekeeper, organizer, and...
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Executive Assistant
4 weeks ago
Pasig, Philippines Pag-asa Steel Works, Inc. Full timePag-asa Steel seeks an Executive Assistant who will be responsible for supporting senior executives, including administrative duties and resource management. Bachelor’s Degree Proven experience as an administrative assistant, senior executive assistant, or other secretarial position Knowledge of standard office administration, contracts, and document...
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Executive Assistant
17 hours ago
Pasig, National Capital Region, Philippines CMT Holdings Inc Full time ₱900,000 - ₱1,200,000 per yearJob Title: Executive AssistantLocation: Ortigas, Pasig CityEmployment Type: Full-Time Department: Executive OfficeReports To: ExecutivesJob SummaryWe are seeking a highly organized and proactive Executive Assistant to provide comprehensive administrative and operational support to senior leadership. The ideal candidate will be a trusted partner who can...
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Executive Assistant
1 week ago
Pasig, National Capital Region, Philippines Asia Teleservices Inc Full time ₱420,000 - ₱540,000 per yearWe are currently looking for a VIRTUAL EXECUTIVE ASSISTANT who will provide high-level global support to multiple top-level executives (2–3 CEOs and other senior officials) from our North America-based clients.Job Overview:We are seeking a highly experienced, tech-savvy, and detail-oriented EXECUTIVE ASSISTANT to deliver administrative, operational, and...
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Executive Assistant
17 hours ago
Pasig, National Capital Region, Philippines Kdci Full time ₱1,200,000 - ₱2,400,000 per yearAbout the RoleKDCI Outsourcing is seeking a highly organized and proactive Personal & Executive Assistant to provide comprehensive administrative and personal support to C-level leadership. The ideal candidate is resourceful, detail-oriented, and capable of managing both professional and personal responsibilities with discretion. This role requires strong...
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Executive Assistant
2 weeks ago
Pasig, Philippines KDCI Full timeJob Summary KDCI Outsourcing is seeking an experienced Executive Assistant to provide comprehensive support to our C-level executives within the BPO industry. The ideal candidate will possess exceptional organizational skills, strong problem-solving abilities, and excellent written communication. This role demands a proactive individual capable of managing...
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Executive Assistant
1 week ago
Pasig, National Capital Region, Philippines OutForce Inc. Full time ₱900,000 - ₱1,200,000 per yearJob Summary:We are seeking a highly organized and proactive Executive Assistant to provide comprehensive administrative support to our executive team. The ideal candidate will be a detail-oriented professional who thrives in a fast-paced environment and excels at multitasking. This role requires excellent communication skills, discretion, and the ability to...
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Executive Assistant
3 days ago
Pasig, National Capital Region, Philippines EnablesGROUP Full time ₱360,000 - ₱480,000 per yearWe are seeking a proactive and highly organized Personal Assistant - Admin to provide essential administrative and executive support. This role is ideal for someone who thrives in a fast-paced environment, excels at multitasking, and enjoys supporting business leaders in achieving their goals. The successful candidate will play a key role in ensuring the...
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Executive Assistant
1 week ago
Pasig, National Capital Region, Philippines Private Advertiser Full time ₱28,000 - ₱330,000 per yearWe're looking for a highly organized and resourceful Executive Assistant (with Procurement Support) who can provide top-level support to our leadership team while assisting in basic procurement and logistics. This role is perfect for someone who thrives in a fast-paced environment, values professionalism, and enjoys wearing multiple...
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Executive Assistant
3 days ago
Pasig, National Capital Region, Philippines enablesGROUP Full time ₱900,000 - ₱1,200,000 per yearWe are seeking a proactive and highly organized Personal Assistant - Admin to provide essential administrative and executive support. This role is ideal for someone who thrives in a fast-paced environment, excels at multitasking, and enjoys supporting business leaders in achieving their goals. The successful candidate will play a key role in ensuring the...
