Executive Assistant

Executive Assistant (Wealth Management Industry) (Work From Home)

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Persona is the company top startups use to hire people from all around the world. Our vision is a future where each person can find the best role for them and companies can discover the world’s best talent. Founded by two Stanford University graduates, Persona works with the world’s fastest-growing technology startups. Our clients are funded by some of the world’s top investors, like Founders Fund, Sequoia Capital, and Andreessen Horowitz.

Persona is a talent agency that recruits, trains, and staffs talented remote professionals such as yourself. 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.

Who’s building Persona?

We are a global team of passionate problem solvers who love to build new things and make our customers happy. Our team is made up of motivated, hard-working people spanning the globe, united by a culture of learning and continuous improvement.

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 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 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 and develop along with that company. 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, that’s okay; we provide guidance and assistance getting set up as a remote professional. Once hired, we will carefully match you to a client company of ours that perfectly suits your career background, skills, and goals.

In case you or any exceptional people you know are exploring other roles, our rapidly growing company is 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.

Visit our website for more information:

• Entry level

• Full-time

• Administrative, Business Development, and Customer Service

• Staffing and Recruiting

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