Executive Assistant (US Financial Advisor, WFH)

Salary: P60,000 - P70,000 (Monthly Package)

Schedule: 09:00 AM - 06:00 PM EST

What are we looking for?

Skills Required:

• 3+ years of experience in Executive Assistance supporting international clients
• Excellent verbal and written communication skills
• High attention to detail and organizational skills
• Strong time management and ability to meet deadlines
• Exceptional interpersonal and customer service abilities

What will you do?

Daily

• Organize and prioritize emails
• Email follow-ups
• Daily task prioritization, reminders
• Helping with scheduling conflicts, rescheduling
• Sync calendars with Apple Calendar for family purposes
• Keep folders and documents organized
• Daily entry of client meetings, work completion, timing into Airtable
• Respond to client requests as appropriate

Weekly

• Project coordination (Motion)
• Rotary calendar + blog posts (Wordpress)
• Liaising with various vendors, developers, Upwork individuals
• Track expenses, reimbursements, receipts

Monthly

• Response to bookkeepers, CPA
• Download and share entity bank and Amex statements (can give read-only access?)
• Federal, state forms, filings, rules research
• Research
• Presentations, simple marketing flyers (occasional)
• Travel booking
• Help optimize, streamline tech stack

Personal

• Gift buying
• Holiday cards
• Event coordination
• Family events, schedule

Join the awesome team and enjoy these benefits & perks:

• Home-Based
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Regular Company Events, Work Life Balance, and Career growth opportunities

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our Client offers on demand training and mentorship with the top 1% of advisors in the country.

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