Executive Assistant (US Financial Advisor, WFH)

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Requirements:

• 3+ years of experience in Executive Assistance supporting international clients.
• Excellent verbal and written communication skills.
• High attention to detail and strong organizational skills.
• Strong time management abilities to meet deadlines.
• Exceptional interpersonal and customer service skills.

Responsibilities:

• Organize and prioritize emails.
• Manage daily tasks, reminders and scheduling conflicts.
• Sync calendars using Apple Calendar.
• Maintain organized folders and documents.
• Enter client meetings and work details into Airtable.
• Coordinate projects and liaise with vendors.
• Track expenses and respond to bookkeeping requests.
• Research federal/state forms and rules.
• Occasional preparation of presentations and travel bookings.
• Assist with family event coordination and gift purchasing.