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