Executive Administrative Assistant (Remote)

About Us

A boutique financial planning practice in Scottsdale, Arizona, serving high\-net\-worth clients with comprehensive wealth management services. We specialize in retirement planning, tax optimization, estate planning, and investment management with a fiduciary, people\-first philosophy.

The Role

Support the firm owner with administrative workflows, client communications, event coordination, and business operations. This remote, part\-time role is ideal for someone who thrives in a structured environment, communicates with polish and professionalism, and has experience supporting high\-net\-worth clients in financial services.

Key Responsibilities:

• Manage client communications with impeccable professionalism; schedule and coordinate meetings across time zones
• Maintain accurate client records in Wealthbox CRM
• Prepare meeting materials, client summaries, and follow\-up documentation; run reports and track business metrics
• Assist with year\-end tax planning communications and coordinate timely follow\-ups for action items
• Create polished digital assets using Canva for newsletters, social posts, and event materials
• Plan and execute upscale client appreciation events; manage RSVPs, catering, vendors, and complex travel arrangements

REQUIRED QUALIFICATIONS:

• 2\+ years remote executive assistant experience
• 2\+ years in financial services or wealth management (strongly preferred)
• Exceptional written and verbal communication with impeccable grammar
• Demonstrated experience managing high\-net\-worth client relationships
• Proficiency with Wealthbox CRM (or similar financial services CRM), Microsoft Office, Canva, and scheduling tools
• Comfortable with insurance applications, annuity paperwork, and account transfer workflows
• Strong organizational skills, discretion with confidential information, and ability to work independently remotely
• Process insurance applications, annuities, and account transfers

PREFERRED QUALIFICATIONS:

• Arizona\-based candidates preferred for occasional in\-person client events
• Familiarity with financial planning concepts and custodial platforms
• Experience supporting business transitions or event planning for upscale gatherings
• Bachelor's degree

BENEFITS:

• Flexible remote work with 15\-20 hours per week
• Competitive $30/hour rate
• Long\-term position with potential for growth as the practice expands
• Opportunity to help shape operations during exciting firm growth
• Direct collaboration with a CFP® professional committed to excellence
• Onboarding and comprehensive training provided

HOW TO APPLY:

Submit your resume and a brief cover letter explaining why you are interested in supporting a boutique wealth management practice. We are looking for someone who values building genuine client relationships and takes pride in delivering exceptional service.

Pay: $30\.00 per hour

Benefits:

• Flexible schedule

Work Location: Remote