Overview

Vento Tax and Wealth Management Group is seeking a proactive, highly organized Executive Assistant to support the CEO, John J. Vento CPA, MBA, CFP®. This role requires exceptional attention to detail, discretion, and the ability to thrive in a fast-paced, family-owned business environment.

Key Responsibilities

Primary Focus: Type and manage daily correspondence for the CEO (dictation and drafting emails/letters).
Act as “gatekeeper” of executive’s time and attention.
Prioritize, anticipate needs, and even make decisions on behalf of the executive.
Prepare PowerPoint presentations, articles, and seminar materials.
Provide backup support for the administrative team.
Prepare reports as requested, to support CEO.
Serving as a liaison with clients and team members, by assisting CEO in managing the business.
Manage calendar, business travel, meetings, and some personal appointments.
Assist with event and seminar preparation, including materials and logistics.
Handle confidential information with professionalism and discretion.
Assist with promoting wealth management business and recently published books.

Qualifications

Minimum 2-3 years of experience in an administrative or assistant role preferred.
Experience in financial service industry is preferred.
Able to type 70+ wpm.
Strong written and verbal communication skills.
Proficiency in Microsoft Office (Word, PowerPoint, Excel, Outlook).
Tech-savvy, knowledgeable in AI tools, adaptable, and able to multitask effectively.
Highly organized, detail-oriented, and comfortable under pressure.

Why you’ll love it here
We are dedicated to fostering an environment where our employees can thrive both personally and professionally. Our commitment to your well-being extends beyond the workplace as we provide resources that support your growth at every stage of your career.

Our benefits include:

Competitive salary based on experience
Opportunity to work closely with the CEO of a respected, wealth management firm.
Work with published author, and opportunity to assist with future journal and book publications.
A supportive work culture that values collaboration and innovation.
Opportunities for professional development and career advancement.
Join us as we work together to achieve great things! Your contributions as an Executive Assistant will be invaluable in driving our success forward!

Job Type: Part-time

Base Pay: $25.00 - $35.00 per hour

Expected hours: 25 – 35 per week

Application Question(s):

How many WPM can you type?

Education:

Associate (Preferred)

Experience:

Administrative: 2 years (Preferred)

Work Location: Remote

Vento Tax & Wealth Management Group

New Jobs

Executive Assistant