Executive Assistant (Remote, Full‑time)

About the role

Our client, an independent wealth management firm, is seeking a reliable, customer‑oriented Executive Assistant to work remotely. You will serve as the primary administrative contact for clients, handling communications, scheduling, and operational support.

Key responsibilities

• Answer and field incoming client phone calls.
• Schedule callback appointments and coordinate semi‑annual client review meetings.
• Support administrative handling and tracking of client insurance applications.
• Update client records and manage calendar invitations.
• Assist with daily administrative workflows and ensure smooth operations.

Required profile

• Prior experience in financial services or insurance support (preferred).
• Clear, articulate English speaking skills at C2 level with minimal accent.
• Friendly, warm, and highly professional phone presence.
• Strong attention to detail and proactive attitude.

Required skills

• Microsoft Office 365
• Outlook
• Redtail CRM
• RBC custodian/clearing platform
• RingCentral phone systems

What we offer

• Full‑time remote position (40 hours/week, 9 AM–5 PM PT).
• Potential weekend hours as needed.
• Salary paid in USD or local currency, based on candidate preference.
• Opportunity to work with a reputable wealth management firm.