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Executive Assistant
WeAssist.io. Coordinate and manage schedules across multiple business priorities and personal commitments .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing complex schedules, coordinating high-volume travel logistics, and providing high-level support to executives in wealth management. Proficient in maintaining confidentiality and handling sensitive client information while utilizing various tools for effective communication and outreach.
Highest-signal resume keywords
Calendar ManagementTravel Logistics CoordinationClient Relationship ManagementProficiency in Google WorkspaceExperience Supporting Executives
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Calendar ManagementTravel Logistics CoordinationClient Relationship ManagementProficiency in Google WorkspaceProficiency in MS OfficeSalesforceAirline Booking AppsCRM PlatformsContent CreationResearch Skills
Soft Skills
Articulate CommunicationPolished Written CommunicationAbility to Juggle Multiple PrioritiesConfidentiality HandlingInterpersonal Skills
Tools & Technologies
Google WorkspaceMS OfficeSalesforceAirline Booking AppsLinkedInChatGPTClaude
Industry Keywords
Wealth ManagementHigh-Net-Worth Client SupportPremium HospitalityFinancial ServicesExecutive Support
About the role
Key responsibilities & impact- Coordinate and manage schedules across multiple business priorities and personal commitments
- Schedule meetings with prospective clients, professional partners, board commitments, and mastermind groups
- Present a clear weekly overview of upcoming priorities and commitments
- Coordinate calendar availability and book appointments with internal points of contact
- Follow up and confirm scheduled appointments
- Oversee high-volume domestic and international travel logistics
- Research flights and book directly through individual airline apps
- Maintain frequent flyer numbers, hotel loyalty programs, and traveler security credentials
- Support outreach efforts using structured, pre-approved templates and scripts
- Monitor inbound responses and report updates
- Draft thoughtful follow-ups according to established guidelines
- Manage guest invitations and coordinate VIP client hosting and special events
- Maintain a curated list of high-priority contacts and schedule outreach
- Assist with personal task management, bill-payment tracking, and accountant liaison
- Complete ad hoc projects and research tasks
- Provide dedicated, high-level support to a senior wealth management executive
- Support the executive's wealth management practice, AI venture, and personal schedule
Requirements
What you’ll need- Background supporting founders, executives, or wealth management professionals
- Highly articulate, polished spoken and written English
- Comfortable handling confidential, high-net-worth client information and sensitive personal matters
- Proven ability to juggle multiple priorities, calendars, and follow-ups
- Experience supporting premium clientele, high-value accounts, or financial services professionals
- Comfortable using ChatGPT and Claude for research, writing, and content creation
- Experience in premium hospitality settings is a plus
- Familiarity with CRM platforms and structured outreach tools is a plus
- Full-time availability in the EST timezone
- Business-casual attire when in meetings
- Clean background
- Good camera
- Good microphone
- Strong Wi-Fi
- Proficiency with Google Workspace, MS Office, Salesforce, airline and travel booking apps, and LinkedIn
Benefits
Comp & perks- 13th Month Bonus
- Permanent work-from-home / remote set-up
- Health insurance
- Dental insurance
- Mental health insurance
- Great starting salary
- Growth opportunity
- Performance-based raises
- Prizes and bonuses
- Remote flexibility
- Long-term career path
- Personal development journey
- High-trust environment
- Front-row seat to innovation
- Meaningful, varied work