Overview

We are excited to announce that we are accepting applications for a paid Executive (Virtual) Assistant.

The CEO of a local independent RIA is looking for an onsite or offsite (Virtual) Executive Assistant to help continue to grow his companies that spread across a variety of interests.

He is particularly looking for help with scheduling review meetings with clients, servicing clients’ requests, preparing for client meetings, managing the CRM, and generally a person who is confident they can tackle anything that is thrown their way.

He has more than one business and may be looking to expand your duties into another business if we all prove to be a good fit for one another.

We are looking for candidates who embody our standard of excellence, our culture of teamwork, and who are enthusiastic about learning while delivering their best work.

Maybe you are sitting here reading this, and you wonder if you could be a good fit.

This job is for you if you are hungry for an opportunity to improve yourself. You love systems and organization and want to make an impact on the world and directly on a business.

This is for you if you are a stay-at-home mom who wants to get her feet wet in the workplace again and you are looking for an employer to mentor you and to learn and grow together.

We offer the flexibility of working remotely. We are developing a robust on-boarding program, training directly with our CEO and a team of like-minded high achievers, and the opportunity to evolve into full-time employment.

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KEY RESPONSIBILITIES

– You will be seeking strategic and tactical experience using financial planning. You will get familiar with all of our software and helping people with literally millions of dollars!

– You are awesome at spreadsheets and know how to manipulate data on Excel

– You will gain real-world experience generating measurable return on investment and business outcomes that can be added to your resume,

– You must have an insatiable curiosity and knowledge about all things social, web, and mobile.

– You have the ability to write concisely and with a strong voice, without typo or delay.

– You must have the desire and corresponding actions to improve yourself and constantly get better.

TO BE CONSIDERED

Please make sure that we are a good fit before applying. We want you to be just as happy as you are!

Make sure to include BOTH a cover letter and your resume when you apply. Include the word BOOM in all caps somewhere in the cover letter. (Hint: I am testing to see if you’ve taken the time to read alllll the way down this post and if you can follow directions)

About

The Capital Advisory Group Advisory Services is a Registered Investment Advisory firm that handles institutional retirement plans and serves retired families & business owners, addressing nearly every aspect of asset management, tax planning and estate structure.

Dave Denniston is the owner of Centurion Financial Strategies, Inc and is the manager partner/CEO of the Capital Advisory Group, LLC.

Based upon applying sound financial principles, each person in our company serves our clients so that they see us as their “trusted advisor”. Our investments are managed conservatively, supported by academic research, unbiased, independent, and proactive.

Our mission is simple: to provide personalized investment advice that helps minimizes our clients’ financial concerns and maximizes their asset protection. Our company founder Brett Machtig understands that every client has unique needs. Our role is to help you make smart and well-informed decisions about your investments while providing you greater financial independence.

While each of our clients is unique, they all have one thing in common: They want unbiased investment advice from experienced professionals. Our clients look to Capital Advisory Group, LLC to help preserve their capital and provide real growth in their portfolios after taxes and inflation. They have worked hard for their money and look to us to guide them toward financial security in retirement.

Qualifications