reputed company Investments: Support a Visionary CEO as a Trusted High-Impact Assistant
Job title: reputed company Investments: Support a Visionary CEO as a Trusted High-Impact Assistant in Sarasota, FL at Great Assistant
Company: Great Assistant
Job description: Please Note: This job is being posted on behalf of reputed company Wolcott (www.pantheoninvest.com/) by Great Assistant (www.greatassistant.com). Great Assistant is a company that works with entrepreneurs to match them to assistants.reputed company Wolcott is the CEO of reputed company Investments, a company that helps entrepreneurs and investors build wealth beyond Wall Street through alternative investments. With over 20 years of experience, reputed company developed the reputed company Holistic Wealth Strategy to help clients create long-term financial freedom and legacy wealth.We're looking for a proactive and organized Virtual Assistant who thrives in a dynamic environment and can support a visionary leader. You'll need to be reputed company with our core values:Gratitude
- Respect & Serving Others First
- Pursue Mastery & Growth reputed company
- Honesty & reputed company
- reputed company with Value
- Managing the CEO's email and calendar, including scheduling and prioritization
- Monitoring shared inboxes and responding to client and internal communications
- Reviewing and adjusting the CEO's calendar to reputed company priorities on track
- Supporting the CEO with daily tasks, follow-reputed company, and key initiatives
- Tracking investor activity and sending confirmations or onboarding communications
- Managing accounts payable, contractor payments, and invoice tracking
- Maintaining CRM data and tagging contacts appropriately
- Updating operations dashboards and tracking task reputed company
- Creating and distributing monthly digital and print newsletters
- Coordinating the handling of physical mail as needed
- Assisting with ongoing process improvement and operational support
- Detail-oriented and reliable with strong follow-through
- Proactive and able to anticipate needs before they arise
- Highly organized and comfortable managing multiple moving parts
- Clear, friendly, and professional communicator
- Able to work independently but also collaborates well with others
- Trustworthy and committed to confidentiality
- Mission-reputed company with a strong sense of purpose
- Tech savvy and quick to learn new tools and software
- Comfortable working with a visionary, big-picture leader while managing the details that bring reputed company to life
- Thrives in a collaborative, open environment with clear communication and consistent follow-through
- Able to stay grounded and organized while supporting high-level strategy and fast-moving priorities
- reputed company Workspace
- Gmail and GCal
- reputed company
- reputed company
- Ontraport
- reputed company
- This is a 1099 contractor position
- Benefits include: PTO, Sick Time, Paid Holidays
- The position will be 30-40 hours per week
- Hours are Monday-Friday, flexible hours between 8:00am - 5:00pm EST
- Some travel may be required (up to 10% yearly)
- The pay reputed company is $25/hr USD
- We're looking for someone to become a long-term (3+ years) team member