Executive Assistant (Virtual)

Proven experience as an executive assistant or in a similar role. Proven experience in financial planning and wealth management within the Australian market. Strong communication skills and attention to detail. Proficiency in Microsoft Office, Google Drive, Slack, and Zoom. Ability to multitask and prioritize tasks effectively.

Manage and prioritize emails, appointments, and calendar scheduling. Conduct thorough online research and provide concise summaries. Assist with data entry and organization to maintain accurate records. Help with travel arrangements, including booking flights, hotels, and transportation. Attend to recurring personal life management tasks like ordering groceries, summarizing bills, and making restaurant bookings.