REMOTE | PART-TIME
Boulo is recruiting a remote and part-time Executive Assistant for our client, a wealth management firm servicing both commercial retirement plans and private individuals. The firm is focussed on maintaining a holistic approach to investments and financial planning for the future.
Employment Type: 15-20 hours during business hours
Pay: $30 per hour
Flexibility: fully remote, flexible hours but needs to be during business hours
The Executive Assistant will provide administrative support to the Director by managing daily operations and streamlining workflows.
Key Responsibilities:
- Coordinate and manage executive’s calendar, schedule meetings, and ensure there are no scheduling conflicts.
- Utilize CRM to manage upcoming appointments and client needs
- Screen and prioritize emails, respond on behalf of the executive, and manage communication with internal and external stakeholders.
- Research and book travel arrangements, including flights, hotels, and transportation.
- Assist with creating, formatting, and proofreading documents, presentations, and reports.
- Prepare agendas, take notes during meetings, and follow up on action items.
- Manage and track ongoing tasks, ensuring deadlines are met and keeping the executive informed on progress.
- Organize and maintain digital files and documents, ensuring that important information is easily accessible and up-to-date.
- Handle sensitive and confidential information with discretion and professionalism.
Required Skills:
- Proven experience as an executive assistant or in a similar administrative support role, ideally in a virtual environment.
- Strong proficiency with productivity tools (e.g., Microsoft Office Suite, Google Workspace, Outlook, Zoom, etc.) and virtual communication platforms.
- Excellent organizational and time-management skills, with the ability to manage multiple tasks and prioritize effectively.
- Strong written and verbal communication skills with attention to detail.
- Ability to work independently, take initiative, and stay proactive.
- Professionalism and discretion when handling confidential information.
- Reliable internet connection and a quiet, distraction-free home office environment.
- Familiarity with project management tools (Adobe, contract creation) is a plus.
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