P2 - Executive Sales Assistant

Hiring: Full-Time Executive Assistant - Remote - $9k-15k/yr

WeAssist:(Not your average Recruiting Firm…)

Started by Reef Colman just four years ago, is not your typical staffing agency...

We are a dynamic recruiting firm focused on creating fair opportunities in the business world. We have a team of over 80 people. We help US businesses find skilled remote workers and connect these workers with good employers.

What makes us different is how much we care about our people! We give good benefits, support personal growth, and get involved in the community. We also support good causes like building schools, helping the homeless, and improving education. Come join us at WeAssist, where remote workers do their best!

About the company we are hiring for:

Our client is the visionary CEO and Founder of an elite wealth management firm, dedicated to revolutionizing the way clients experience financial stewardship. Driven by a passion for crafting tailored wealth strategies, he collaborates with ultra-high-net-worth families to safeguard and amplify their financial legacies. From strategic tax planning to exclusive lifestyle resources, he’s leading the charge in delivering top-tier, bespoke solutions. Whether navigating complex estate planning or capitalizing on investment opportunities, he excels in turning ambitious financial goals into reality.

With a blend of serious strategy and a touch of fun, his team thrives in a fast-paced, high-energy environment where organized chaos fuels exceptional results. Ready to join a pioneering company who’s redefining the future of financial planning? ✨💸

Company Culture and Core Values:

Our client's team thrives in a vibrant, high-energy environment where fast-paced decision-making and organized chaos drive exceptional outcomes. They blend serious strategy with a fun, spirited approach, creating a dynamic workplace where innovation and enthusiasm go hand in hand.

Here are the core values that drive everything they do:

• ✅ Proactive Excellence: Always one step ahead, anticipating needs and delivering solutions.
• ✅ Honest Communication: Transparency and truth are at the heart of every interaction.
• ✅ Integrity First: Upholding the highest ethical standards in all decisions and actions.
• ✅ Faith in Action: Guided by strong beliefs, both in business and in life.

Join a team where innovation meets energy and your potential knows no bounds!

Why are they hiring? 🏢

Our client is on the hunt for an Executive Assistant to supercharge their efficiency and transform their chaotic hustle into streamlined success. With the team’s high-energy pace and a flurry of outbound leads, he needs a savvy organizer who can keep everything on track and ensure no opportunity slips through the cracks.

This role is all about being the ultimate extension of his leadership—turning organized chaos into smooth operations and optimizing outbound communication.

Ready to take the reins and make a dynamic impact where innovation meets organization?

What’s in it for you? 😏

Joining this client means not just filling a role but embarking on a personal development journey. The growth potential is substantial, with opportunities to:

• 💰 Performance Bonuses: Unlock financial incentives based on your impact and company growth.
• 🎉 Fun Culture: Thrive in a high-energy environment where work and play go hand in hand.
• 📚 Learning & Growth: Embrace a role where proactive learners are supported and nurtured.
• 🌟 Mistakes Welcome: Make mistakes, learn from them, and grow in a supportive environment.
• 🚀 Dynamic Impact: Be the driving force behind transforming organized chaos into efficiency.
• 🔥 Passionate Team: Join a group where enthusiasm and innovation fuel success.

This opportunity is ideal for someone who thrives in a fast-paced, high-energy environment and is eager to make a significant impact while growing with the company!

Responsibilities of the Executive Assistant:

Your responsibilities include:

• Calendar Management
  • Schedule and coordinate appointments, meetings, and events
  • Liaise with all relevant parties to ensure seamless scheduling and communication.
  • Distill notes and action items from meeting transcripts and track the completion of follow-ups.
    
    
• Email & Communication Management
  • Efficiently handle and prioritize incoming and outgoing emails
  • Sort and track important emails from a large inbox (6,000+), creating lists to simplify access
  • Initially, phone calls will be limited but may expand to include follow-ups and document sharing as the role progresses.
    
    
• Project/Events Management
  • Plan and manage local and Zoom events, including sending invitations and confirming RSVPs
    
    
• Outbound Outreach
  • Use the client’s LinkedIn account to connect with local business owners and potential clients
  • Send personalized connection requests, follow relevant contacts, and track interactions to build relationships
  • Send messages to new connections to inform them about upcoming events and initiatives
  • Identify and reach out to potential leads to grow the client’s network and increase firm visibility
    
    
• File & CRM Management
  • Manage files and documents using OneDrive
  • Oversee updates in WealthBox, manage contact lists, track opportunities, and ensure data accuracy
    
    
• Admin Support
  • Assist with creating, publishing, and managing weekly newsletters using Canva
  • Edit short videos and build templates for outreach
    .
• Lead Mining/Research (Nice-to-Have)
  • Use Pitchbook for lead mining and gathering investor contact info for LinkedIn outreach

Perks:

• 13th Month Bonus (Wild right?! 🤯)
• Permanent work-from-home / remote set-up 🌴
• Health insurance 👨‍⚕️
• Dental insurance 🪥
• Mental health insurance 🧠
• Great starting salary 💰
• Growth opportunity 📈
• Performance-based raises 💸
• Prizes and bonuses 🏆

Specifics:

• Time
  • Full-time, MST time zone
  • This is a remote position so you can have the freedom to work from anywhere

• Miscellaneous
  • Attire - business casual when in meetings
  • Professional setup (Pains me I actually need to write this down… 👀)
    • Clean background
    • Good camera
    • Good microphone
    • Strong wifi

• Tech Stack
  • Gmail
  • Google Calendar
  • Microsoft Teams
  • ChatGPT
  • Canva
  • Zoom
  • WealthBox (nice to have, open to any CRM)
    
    
• Compensation
  • $9k-15k/yr