Executive Assistant for a Financial Educator and Wealth Strategist in the US (Home Based Full Time)

Virtual Coworker
Mesa, AZ



• Calendar management & scheduling <\/span>
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• Client onboarding workflows <\/span>
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• CRM management (Omni BLVD)<\/span>
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• Email organization <\/span>
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• Content scheduling & formatting <\/span>
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• SOP documentation <\/span>
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• Document organization (Google Drive \/ Notion) <\/span>
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• Research assistance <\/span>
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• Social media backend support <\/span>
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• Systems implementation & optimization <\/span>


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<\/html>"}},{"fieldLabel":"Must Haves","uitype":110,"value":"• Proven experience as an Executive Assistant
• Excellent organizational and time\-management skills
• Strong written and spoken English communication
\-Ability to handle confidential information professionally
• Comfortable working in fast\-paced, entrepreneurial environments
• Strong attention to detail and ability to manage multiple priorities"},{"fieldLabel":"Nice to Haves","uitype":110,"value":"• Familiarity with financial literacy, crypto, insurance, or education\-related industries
• Experience using AI tools (ie ChatGPT, etc) for productivity, efficiency, and content support
• Background in business management or operations support"},{"fieldLabel":"Home Office Requirements","uitype":110,"value":"Please only apply for this role if you have the following home office requirements:

· Perfectly working headset and webcam
· Stable internet connection of at least 25 Mbps ~ 50 Mbps
· Up to date computer system with a minimum of Windows 10 or later and macOS Monterey (12.0) or later
· Quiet room with no distractions or background noises
· A backup plan if the power goes out or if your internet connection becomes unstable during your shift

Only applicants meeting the strict criteria above will be contacted."},{"fieldLabel":"Connect With Us","uitype":110,"value":"

"}],"isMobile":false,"iframe":"true","jobType":"Full time","applyName":"Apply Now!","zsoid":"8208015","FontFamily":"Arial, Helvetica, sans\-serif","jobOtherDetails":[{"fieldLabel":"Job Category","uitype":2,"value":"Virtual Assistant"},{"fieldLabel":"Work Schedule","uitype":1,"value":"Monday to Friday, 9 am \- 5 pm Mountain Standard Time"},{"fieldLabel":"Hours Per Day","uitype":2,"value":"Full Time \- 8 Hours per day"},{"fieldLabel":"Industry","uitype":2,"value":"Financial Services"},{"fieldLabel":"Work Location","uitype":1,"value":"Home Based \- Philippines"},{"fieldLabel":"City","uitype":1,"value":"Mesa"},{"fieldLabel":"State\/Province","uitype":1,"value":"AZ"},{"fieldLabel":"Zip\/Postal Code","uitype":1,"value":"85207"}],"headerName":"Executive Assistant for a Financial Educator and Wealth Strategist in the US (Home Based Full Time)","widgetId":"147741000000390320","isJobBoard":"false","userId":"147741000000027001","attachArr":[],"customTemplate":"3","isCandidateLoginEnabled":true,"jobId":"147741000072406330","FontSize":"12","location":"Mesa","embedsource":"CareerSite","logoId":"idwop0ece2fcac21a443ba16938fb832bdc3b"}
Posted 2026-06-08

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