Executive Assistant
New
W
WeAssistWealth Management
Philippines, EST TimezoneFull-TimeMiddle
Salary$9,600 - $14,400/yr
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Job Details
- Languages
- English
- Required Skills
- SalesforceHubSpotGoogle WorkspaceCRM
Requirements
- Proven experience supporting founders, executives, or wealth management professionals.
- Exceptional, polished spoken and written English communication skills.
- High level of discretion and trustworthiness with sensitive client information.
- Strong organizational skills with the ability to manage multiple priorities.
- Financial services exposure or experience supporting premium clientele.
- AI fluency with tools like ChatGPT and Claude for research and writing.
- Proficiency with Google Workspace or MS Office.
- Familiarity with CRM platforms like Salesforce or HubSpot.
- Ability to work in an EST timezone schedule.
- Reliable professional setup including a clean background, quality camera, microphone, and strong wifi.
Responsibilities
- Coordinate and manage schedules across multiple business priorities and personal commitments.
- Oversee high-volume domestic and international travel logistics, including direct bookings.
- Support outreach efforts using structured templates, monitor responses, and draft follow-ups.
- Manage guest invitations and coordinate VIP client hosting and special events.
- Assist with personal task management, including bill payments and accounting liaison.
- Perform ad-hoc research tasks and provide content support using AI tools.
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