Personal Assistant/Executive Assistant to CEO

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About Us We’re a dynamic group of financial and professional service companies spanning wealth management, tax services, CFO advisory, and software consulting. Our CEO leads ten interconnected businesses and needs an exceptional Personal/Executive Assistant to be their true right hand—someone who syncs perfectly with their vision, anticipates their needs, and keeps operations running seamlessly. We deliver premium client experiences and expect the same excellence from our team. The Role This isn’t a standard assistant role. As the Executive Assistant to our CEO, you’ll be in lockstep with a fast-moving entrepreneur, managing their schedule, communications, and tasks across multiple businesses. You’ll handle repetitive, detail-oriented work, adapt to frequent software and process changes, and take ownership of keeping the CEO ahead of deadlines and client needs. The right person will not only manage the day-to-day but also become a key partner in scaling our companies. What You’ll Do Executive Support - Sync with the CEO’s priorities, managing a complex calendar across business and personal commitments - Anticipate needs before they arise, resolving issues to keep the CEO focused - Prioritize tasks and communications, deciding what requires the CEO’s attention - Prepare meeting materials and provide concise background information - Screen and draft email/call responses in the CEO’s voice Client Interaction - Act as a professional point of contact for high-value clients - Deliver flawless phone and email communications that uphold our premium standards - Manage client requests, coordinating with teams and escalating when needed - Track and follow up on client commitments with minimal supervision - Build and maintain client relationships as an extension of the CEO Communications - Draft professional correspondence that aligns with the CEO’s tone and intent - Organize incoming communications, flagging priorities and ensuring timely responses - Facilitate internal communication between the CEO and teams across businesses - Maintain organized contact lists and CRM systems (e.g., HubSpot) Administrative & Operational Excellence - Handle confidential information with absolute discretion - Process expense reports, organize documents, and maintain filing systems - Arrange complex travel itineraries - Perform repetitive, detail-oriented tasks efficiently and accurately - Learn and demo new software frequently, adapting to changing tools and processes - Manage projects using tools like ClickUp, taking initiative to streamline operations - Assist with basic bookkeeping, such as reconciliations and bill pay - Spot opportunities to optimize processes and propose improvements Who You Are Experience: 3+ years supporting C-level executives or business owners Location: U.S.-based (must be available during CST work hours) Skills: - Exceptional written and verbal communication for professional correspondence - Professional phone and email etiquette for client interactions - Proficiency with Microsoft Office, ClickUp, HubSpot, or similar tools (and are quick to learn) - Strong organizational skills with meticulous attention to detail Adaptability: Comfortable with repetitive tasks and frequent software/process changes Proactivity: You anticipate needs, solve problems independently, and take ownership Discretion: Trustworthy with sensitive client and business information Multitasking: Calm under pressure, adept at juggling competing priorities Availability: Core availability during CST business hours (9 AM - 5 PM preferred) Preferred: - Experience in financial services or professional services - Background supporting complex or multi-business organizations - Basic bookkeeping skills (e.g., QuickBooks) - Experience optimizing and documenting company processes - Bachelor’s degree or equivalent experience What You Bring - Alignment with the CEO’s pace and priorities, acting as a seamless extension - Sound judgment and discretion in high-stakes situations - Professional demeanor in client-facing interactions - Solution-oriented mindset to create structure in ambiguity - Strong interpersonal skills to build rapport quickly - Commitment to delivering white-glove client experiences - Ability to stay calm and focused amid shifting demands Why Join Us - Competitive contract rate up to $30/hour with much potential to grow - Start with 10-20 hours/week, with potential to grow as you bring value - Work closely with a successful entrepreneur and gain exposure to diverse operations - Fully remote with flexible scheduling (CST availability required) - Long-term opportunity to play a bigger role as we scale - Professional growth through hands-on experience and new challenges Location & Schedule This is a remote contract role. Candidates must be U.S.-based to align with CST business hours (9 AM - 5 PM preferred). Some flexibility is available, but core availability is essential for client and team coordination. How to Apply Send me a proposal that shows why you’re the one I need. Include: - A brief intro about yourself and your assistant experience - An example of how you’ve taken initiative to help a past client or employer succeed - Your experience with tools like Microsoft Office, ClickUp, or HubSpot (or your ability to learn fast) - Any bookkeeping experience you bring to the table (and tools you’ve used, like QuickBooks) - Your availability during CST hours and your hourly rate I’m excited to find someone who can keep me organized today, help my clients when needed, and grow with me tomorrow. If you’re ready to make a real difference, I’d love to hear from you!

Keyword: IT Support

Price: $18.0

Phone Communication Administrative Support Executive Support Providing Information to Callers Light Bookkeeping Task Coordination Word Processing Microsoft Office Email Communication Communications Virtual Assistance File Management Scheduling