A Unique Opportunity to Support Industry Transformation
This is a unique opportunity to work directly with a pioneering leader who has built multiple companies and transformed the financial services industry through elite coaching and cutting-edge research.

To be considered, you must apply through our system; we do not accept auto-replies or submissions directly through Indeed.

More Than an Executive Assistant Role
Working directly with the founder and CEO, as well as the COO, you will:

Support the visionary leader who has built industry-leading coaching programs and respected research initiatives.
Utilize cutting-edge AI tools to revolutionize executive support.
Collaborate with leadership teams transforming financial services through implementation and research.
Contribute to the growth of founder-led companies shaping the future of wealth management.

Your Key Responsibilities

1. Direct Founder Support

Provide sophisticated administrative support to the founder, managing the complexities of running multiple companies.
Transform insights and ideas into clear communications using advanced AI tools.
Support key initiatives stemming from the founder's vision.
Utilize and maintain systems that maximize impact across all organizations.

Main Job Tasks and Responsibilities:

Participate in daily planning huddles held Monday through Thursday.
Prepare and edit email correspondence, communications, presentations, and other documents.
Maintain databases and files, and retrieve documents and reference materials.
Manage executive schedules, appointments, and travel arrangements.
Organize and coordinate meetings and events.
Record, transcribe, and distribute meeting minutes as needed.
Monitor, screen, respond to, and distribute communications.
Answer and manage incoming calls.
Liaise with internal staff and interact with external clients.
Conduct online research as needed.
Support leadership with administrative tasks, such as campaign tracking, event assistance, research, process documentation, relationship management, speaker coordination, meeting preparation, file management, communications, time management, calendar organization, team liaison work, and gifting initiatives.

2. Technology and Process Leadership

Utilize AI-driven solutions to enhance productivity and reach.
Follow workflows that optimize time management across companies.
Embrace and implement new technologies to serve organizational goals.
Execute AI-enhanced communication strategies for diverse audiences.

3. Key Relationship Management

Support and maintain high-stakes relationships with industry leaders, coaches, and research partners.
Serve as the primary point of contact for the CEO's office.
Facilitate meaningful connections to drive the founder's vision forward.
Represent the CEO's office with professionalism and sophistication.

4. Operational Excellence

Master complex calendaring to balance leadership demands.
Execute meeting follow-ups using AI-powered writing and documentation.
Maintain critical databases and information systems.
Follow and improve processes to scale the founder's impact.

The Ideal Candidate

You are:

Highly organized with excellent attention to detail.
Tech-savvy and excited about the potential of AI in business.
Naturally proactive with strong problem-solving skills.
Passionate about following and implementing efficient systems.
A master of prioritization and time management.
Adaptable in supporting founder-led initiatives.

Required Qualifications:

Minimum 3 years supporting C-level executives, founder experience preferred.
Proficiency in using AI tools to optimize administrative processes.
Expert-level skills in Microsoft Office Suite and CRM systems (HubSpot preferred).
Outstanding written and verbal communication abilities.
Strong organizational skills with exceptional multitasking ability.
Proactive approach to problem-solving.
High level of discretion and trustworthiness with sensitive information.
Quick learner who embraces new technologies.
Ability to support multiple business initiatives simultaneously.

What We Offer

Direct Impact: Work closely with a successful founder who is transforming an industry.
Remote Flexibility: Work from anywhere, with a focus on results.
Continuous Learning: Ongoing professional development opportunities.
Competitive Compensation: Attractive compensation with performance-based bonuses.
Dynamic Environment: Collaborate with influential leaders in financial services.

This Role is Perfect for Someone Who:

Thrives on providing top-tier support to a visionary leader.
Is energized by founder-led organizations.
Wants to contribute to transforming an industry through multiple channels.
Values professional excellence and continuous growth.

Apply now to join a dynamic team and make a meaningful impact!

Job Type: Part-time

Pay: $1,500.00 - $3,500.00 per month

Expected hours: 15 – 20 per week

Work Location: Remote

CEG

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