执行助理 | 财富管理与金融公司
Executive Assistant | Wealth Management and Financial Company
职位概述
我们正在寻找一位高度有条理、积极主动且乐观的行政助理，以支持一家快节奏的财富管理和财务规划公司的领导团队。该职位将主要协助创始人兼首席执行官，并与首席运营官和总裁紧密合作，确保优先事项、沟通、日程安排和项目高效推进。
理想的候选人具备支持高级管理人员的经验，在快节奏环境中表现出色，能够处理多项优先任务，并能胜任作为值得信赖的把关人和组织合作伙伴的角色。
主要职责
行政与执行支持
- 管理复杂的日程安排、会议协调
- ● 协调国内差旅安排及行程
- ● 监督并管理高管的邮件收件箱
- ● 合理分配任务和沟通内容
- ● 在CRM工作流中优先处理邮件和行动项
- ● 确保截止日期、项目和后续跟进按计划进行
- ● 与领导层密切合作，保持组织一致性
CRM与流程管理
● 使用Salesforce CRM来整理任务、优先级和沟通内容
● 创建并维护优先级行动清单
● 跟踪持续进行的项目和责任事项
● 支持跨部门的内部流程协调
沟通与客户协调
● 协调与客户相关的物流和后续跟进
● 在适当情况下代表高管起草和回复沟通内容
● 成为客户和内部利益相关者的专业联系人
● 与客户和团队成员建立信任关系
社交媒体与营销支持
- 将经批准的内容发布到LinkedIn和公司社交渠道
- ● 使用合规的发布系统（如SaySocial）
- ● 协助保持高管和公司在网络上的持续可见度
个人协助（偶尔）
● 协助处理偶尔的个人行政事务
● 帮助优化日常物流，提高高管工作效率
理想的候选人背景
● 具备支持高管或创始人的经验
● 出色的组织能力和时间管理能力
● 强大的书面和口头沟通能力
● 高度主动、善于解决问题且注重细节
● 能够在高压和快节奏环境中工作
● 积极向上、性格开朗，具备良好的人际交往能力
● 能在专业性和亲和力之间取得平衡
● 具备良好的判断力和保密标准
查看英文原文
Position Overview
We are seeking a highly organized, proactive, and positive Executive Assistant to support the
leadership team of a fast-paced wealth management and financial planning firm. This role will
primarily support the founder/CEO and work closely with the COO and President to keep
priorities, communication, scheduling, and initiatives moving efficiently.
The ideal candidate is experienced supporting senior executives, thrives in fast-moving
environments, can manage competing priorities, and is comfortable serving as a trusted
gatekeeper and organizational partner.
Key Responsibilities
Executive & Administrative Support
● Manage complex calendars, scheduling, and meeting coordination
● Coordinate domestic travel arrangements and itineraries
● Monitor and manage executive inboxes
● Delegate tasks and communications appropriately
● Prioritize emails and action items within CRM workflows
● Ensure deadlines, initiatives, and follow-ups stay on track
● Work closely with leadership to maintain organizational alignment
CRM & Workflow Management
● Utilize Salesforce CRM to organize tasks, priorities, and communications
● Create and maintain prioritized action lists
● Track ongoing projects and accountability items
● Support internal workflow coordination across departments
Communication & Client Coordination
● Coordinate client-related logistics and follow-ups
● Draft and respond to communications on behalf of executives when appropriate
● Serve as a professional point of contact for clients and internal stakeholders
● Build trusted relationships with clients and team members
Social Media & Marketing Support
● Post approved content to LinkedIn and company social channels
● Utilize compliant posting systems (e.g., SaySocial)
● Assist with maintaining consistent executive and company visibility online
Personal Assistance (Occasional)
● Assist with occasional personal administrative tasks
● Help streamline day-to-day logistics to maximize executive productivity
Ideal Candidate Profile
● Previous experience supporting C-level executives or founders
● Exceptional organizational and time management skills
● Strong written and verbal communication abilities
● Highly proactive, resourceful, and detail-oriented
● Comfortable operating in high-pressure and fast-paced environments
● Positive, upbeat personality with strong interpersonal skills
● Able to balance professionalism with personable communication
● Strong discretion and confidentiality standards
● Comfortable adjusting communication style based on urgency and workload
Preferred Qualifications
● Experience in financial services, wealth management, or regulated industries preferred
but not required
● Familiarity with Salesforce CRM
● Experience managing executive travel and schedules
● Experience handling client-facing communications
Why Join Assist World?
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$50 birthday bonus
$200 testimonial bonus
$500 entry monthly raffle
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