Executive Assistant

Executive Assistant (Wealth Management Industry) (Work From Home) 4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Persona is a talent agency that recruits, trains, and staffs talented remote professionals. This is an opportunity to work closely with the future Googles, Facebooks, and Amazons of the world—building out their organizations and helping them reach the next level of success. We support everyone we hire with training, mentoring, and technology resources so they are enabled to do their best and are as happy as possible in their roles. We have a large international team dedicated to supporting and taking care of new Persona team members, and our goal is to provide excellent long-term career opportunities for everyone who joins the team. What we’re looking for: We are seeking a detail-oriented Executive Assistant to support a Managing Partner. 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—what you'll do: 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 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, Central, or Eastern Time) Serious, career-oriented candidate 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 exclusively to serving one of our clients. We are looking for individuals who are ready to fully commit their time and energy to one company and grow with that company. All roles at Persona are 100% work-from-anywhere. 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 fits your background, skills, and goals. Visit our website for more information: Seniority level Entry level Employment type Full-time Job function Administrative, Business Development, and Customer Service Industries Staffing and Recruiting Referrals increase your chances of interviewing at Persona by 2x Get notified about new Executive Assistant jobs in Philippines . Visit our website for more information: We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr