Title: Executive Assistant (Remote)
Location: US
Job Description:
Our client is a dynamic, boutique wealth management firm that is looking to add an experienced Executive Assistant to support the Founder. The firm’s mission is to educate the community about all things financial and empower them to live their best lives. They design a personalized plan and help clients execute it, by safely navigating their financial journey and having meaningful adventures along the way.
The firm provides comprehensive financial planning, education funding strategies, holistic wealth management, retirement planning, and risk management and is equipped to handle fee-based financial planning, fee-based investment advisory solutions, as needed.
Responsibilities include but are not limited to:
Requirements
Compensation
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