Note: The job is a remote job and is open to candidates in USA. Goldbloom Wealth Management LLC is a boutique wealth management firm seeking an Experienced Executive Assistant with a financial edge. The role involves project and task-based work, requiring critical thinking and organizational skills, while providing direct access to the principal advisor and exposure to various aspects of wealth advisory and marketing.
Responsibilities
- Calendar, inbox, client coordination
- Marketing + client communications from bank of copy ready for GWM customization
- Content + thought leadership support
- Special projects (including an AI-assisted book update)
Skills
- Experienced Executive Assistant (with a financial edge)
- Not entry-level
- Project & Task-based detail-oriented work with big-picture organizational focus
- Critical thinking required
- Former project/team management can replace Exec Asst experience
- Ability to own execution at a high level while getting the hands-on work done
- Experience using dual CRM, existing systems post a merger (Outlook and MSFT pkg and GSuite, Slack and Teams)
- Supported a founder, advisor, or senior executive
- Extremely organized and detail-oriented
- Ability to write well and communicate professionally
- Take initiative and don't need hand-holding
- Technical skills ranging from software (Excel, AI, etc), tech troubleshooting
- Series 65
- Washington Insurance License
- Financial services background
- Asana or other Project Management software experience
- Msft, Asana/Project Mgmt & GSuite experience
Benefits
- ~$35-$40/hour (1099) (+ potential bonus compensation for certain structures depending on licensing and results)
Company Overview
We are Fiduciaries. It was founded in 2010, and is headquartered in Bellevue, Washington, USA, with a workforce of 2-10 employees. Its website is https://gwmteam.com/.