Executive Assistant & Support

Overview

We are on a mission to change the way people think and talk about money. We are hiring an Executive Assistant to support that mission by providing support to the owner – across multiple brands. An exceptional executive assistant with at least a general interest in personal finance would be preferred. This role may grow as needs continue to expand.

In this role, you would report directly to the owner as well as to our virtual project manager.

Start Date: May 2021

Independent Contractor – $30/hour for 20 hours per week

Primary Support Needs:

Manage CEO’s correspondence, emails and calendar
Ensure correspondences are handled in a timely and appropriate manner
Coordinate scheduling with guests for virtual meetings and podcast recording

Additional Support Needs:

Assist in building relationships with university professors and career centers across the country
Assist in volunteer and content coordination for a virtual internship program
Coordinate learning opportunities for financial planners, such as monthly alumni events for past virtual interns
Assist in managing a LMS to ensure a smooth customer experience
Run and submit weekly reports
Write continuing education questions based on educational content
Assist in the execution of marketing plans, as appropriate

Characteristics:

Strong communication skills (written and verbal)
Strong ability to organize
Self starter and motivator
Ability to pass a background check and handle confidential information
Professional discretion
Ability to multitask and prioritize tasks