Executive Assistant - RC

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Executive AssistantAdministration & Office Support

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Quick Summary

Key Responsibilities

Review this Doc first! How to Prepare for the Recruiting Process - https://docs.google.com/document/d/1tCWNqlU4gNG4nQaEeo5iSKNB8A8X7xAlVCMDvZwkdDk/edit?tab=t.0#heading=h.

Requirements Summary

Must-Haves: 🎯 Executive/C-Suite Support Experience– Background supporting founders, executives, or wealth management professionals. 🗣️ Exceptional English Communication– Highly articulate,

Technical Tools

Executive AssistantAdministration & Office Support

🚀 About the Client 🚀

🏦 34+ Years in Wealth Management– Led by a seasoned financial services veteran, our client has built a trusted, independent wealth management practice serving high-net-worth families with $10M+ in assets.

🚀 A Thriving New Chapter– After launching independently, the firm hit its first-year growth goals in just six months and hasn't slowed down since.

💼 Full-Spectrum, Family-Office-Style Service– From investment management and estate planning to tax strategy, risk management, and philanthropic planning, they deliver comprehensive, high-touch advisory support to roughly 120 client families.

🤖 Pioneering an AI-Enabled Platform– Beyond traditional wealth management, our client is building an innovative, AI-driven platform designed to bring family-office-level services to a broader base of affluent households.

🤝 Join a Team Redefining Wealth Management– This is a firm where discipline meets heart, delivering white-glove service to the families and individuals who trust them most.

Responsibilities

~2 min read

→🗓️ Calendar Management & Executive Scheduling

→Coordinate and manage schedules across multiple business priorities and personal commitments
→Schedule meetings with prospective clients, professional partners, board commitments, and mastermind groups
→Proactively present a clear weekly overview of upcoming priorities and commitments
→Communicate regularly with internal points of contact to coordinate calendar availability and book appointments
→Follow up and confirm all scheduled appointments to ensure nothing is missed

→✈️ Travel Logistics & Direct Booking

→Oversee high-volume domestic and international travel logistics
→Research flights and book directly through individual airline apps to capture direct-booking discounts
→Maintain and apply frequent flyer numbers, hotel loyalty programs, and traveler security credentials

→💬 Outreach & Client Communication Support

→Support outreach efforts using structured, pre-approved templates and scripts
→Monitor inbound responses and report back with updates
→Draft thoughtful follow-ups according to established guidelines

→🎟️ VIP Relations & Event Coordination

→Manage guest invitations and coordinate scheduling for VIP client hosting and special events
→Maintain a curated list of high-priority contacts and proactively schedule outreach well in advance

→📋 Personal Administration & Accounting Liaison

→Assist with personal task management, including tracking bill payments and liaising with accountants
→Take on ad hoc projects and research tasks during downtime to stay continuously productive

Started by Reef Colman just six years ago, is not your typical staffing agency...

We are a dynamic recruiting firm focused on creating fair opportunities in the business world. We have a team of over 100 people. We help US businesses find skilled remote workers and connect these workers with good employers.

What makes us different is how much we care about our people! We give good benefits, support personal growth, and get involved in the community. We also support good causes like building schools, helping the homeless, and improving education. Come join us at WeAssist, where remote workers do their best!

https://docs.google.com/document/d/1tCWNqlU4gNG4nQaEeo5iSKNB8A8X7xAlVCMDvZwkdDk/edit?tab=t.0#heading=h.gt6n5ybw2ujb

Requirements

~1 min read

🎯 Executive/C-Suite Support Experience– Background supporting founders, executives, or wealth management professionals.
🗣️ Exceptional English Communication– Highly articulate, polished spoken and written English; you'll represent this executive in every interaction.
🔒 Discretion & Trustworthiness– Comfortable handling confidential, high-net-worth client information and sensitive personal matters with the utmost integrity.
🗂️ Strong Organizational Skills– Proven ability to juggle multiple priorities, calendars, and follow-ups without missing a beat.
💰 Financial Services Exposure– Experience supporting premium clientele, high-value accounts, or financial services professionals.
🤖 AI Fluency– Comfortable using tools like ChatGPT and Claude for research, writing, and content creation.

🛎️ Concierge or Hospitality Background– Experience in premium hospitality settings is a plus.
📊 CRM/HubSpot Familiarity– Exposure to CRM platforms and structured outreach tools.

Our client leads a well-established, independent wealth management practice built on more than three decades of experience in financial services. Since launching as an independent firm, they've grown quickly—hitting their first-year milestones in record time—while serving close to 120 high-net-worth families with $10M+ in assets. Their work spans investment management, estate and tax planning, risk management, philanthropic strategy, and more, all delivered with a hands-on, family-office level of care.

Not content to stop there, our client is also building something new: an AI-enabled platform designed to bring the same caliber of family-office support to a wider range of affluent households. It's an ambitious blend of cutting-edge technology and human expertise, and it's just getting started. Joining this team means stepping into a fast-paced, high-growth environment where your work directly supports both a thriving legacy practice and an exciting new venture. 🌟

This is a team that treats wealth management as a stewardship responsibility, not just a technical discipline—and that mindset shapes everything from how they treat clients to how they support one another.

🧭 Self-Accountability– Disciplined oversight and personal responsibility are non-negotiable; the team holds itself to exacting standards.
🤝 Servant Leadership– Every decision is made with one mandate: serve the client's best interest, with candor and long-term relationships in mind.
🎩 Lead with Grace– Complex situations call for collaboration, not ego—confidence here is expressed through steadiness, not volume.
⚡ Momentum in Action– The team acts with clarity and urgency, staying prepared, aligned, and focused on results.
🗣️ Heartfelt Candor– Transparency and honest, respectful communication strengthen both trust and outcomes.

Together, this team brings discipline, heart, and hustle to everything they do—and they're looking for someone who matches that energy. 💯