Job Description: Experienced Executive Level Assistant, The ideal candidate will be a proactive professional with exceptional communication skills and meticulous attention to detail. Excellent writing skills are a  must. Applicants must have had experience providing support to managerial and director level positions. Experience creating systems and collaborating with partners.


Highly Detail oriented
Manage Executive calendar, review week Outlook calendar,
Keep track of the requirements for speaking engagements –
Monday project boards
Send email reminders and short communication CEO Contacts
Manage   CEO projects – follow ups, reminders,
Excellent writing skills, emails, Ability to edit communications; Attention to detail
Graphic capabilities

Coordinate with team members
Set up team meetings – calendar, email agendas, follow ups when appropriate, take notes and post
Host and set up my zoom meetings
Personal follows up with clients and team members
The ability to anticipate challenges and responding in a proactive manner
Ability to use kajabi and Zoho support centers
Work well with our contracted teams, tech support team, social media, marketing



20 per week ; Preference would be 4 hours per day Monday through Friday

Preferred Time Zone : Eastern Standard or Central Time

Tagged as: executive assistant, personal assistant

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Financial Transition Institute is a 22 year-old membership company. Training, coaching , and certifying qualified financial planners from around the world.

Strong community of financial planners with longevity and loyalty to the company.

Company is currently growing, and expanding in all areas.


Qualities: Ability to adapt and learn quickly Flexible Team Player willing to do whatever it takes to get the job done; and enjoys a challenge Strong time management skills Creative Ability to provide services professionally and with integrity Preferred Qualifications: Confident and fluent in technology in particular Zoho, Kajabi, Outlook, Microsoft Office, Google docs, Monday.com for projects Experience as a virtual assistant, with high end executive skills.