AdvicePeriod (a Mariner, LLC line of business) is seeking a highly experienced Executive Assistant to serve as a trusted operational partner. This role combines traditional executive support with limited personal assistance responsibilities. The position is primarily focused on managing the Founder’s active and frequently changing schedule, maintaining communication flow, and ensuring that administrative and logistical details are handled smoothly. While the applicant’s work schedule will generally align with standard business hours, flexibility and responsiveness outside those hours are occasionally required. The ideal candidate is calm under pressure, extremely organized, discreet, technologically fluent, and capable of operating with minimal supervision. Responsibilities: - Calendar and Scheduling Management -Coordinating meetings across multiple organizations, clients, and advisors - Email and Communication Management - Responding directly to scheduling and administrative matters - Travel Coordination - Coordinating commercial travel, including flights, hotels, and ground transportation - Document and Information Management - Administrative Coordination - Meeting Preparation - preparing briefing materials, ensuring Steve is informed and prepared for upcoming meetings - Team Support - Supporting other members of the ultra-high-net-worth team as needed Qualifications: - Minimum of 10 years of Executive Assistant experience - Prior experience supporting senior executives or founders - Demonstrated ability to manage complex schedules and high-volume communications - Experience working in environments requiring strict confidentiality - Remote position, Pacific or AZ time preferred Skills: - Exceptional organizational discipline - High responsiveness and reliability - Strong judgment in prioritization and scheduling decisions - Comfortable handling confidential financial, legal, and estate planning information - Positive and professional personality - Strong interpersonal skills when interacting with clients and colleagues - Ability to work independently with minimal direction #LI-MK1 #LI-Remote We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. EOE M/F/D/V

**MUST RESIDE IN THE ATLANTA, GA AREA** Work at Home Opportunity Executive Assistant to the CFO - Full-time BELAY is a growing and vibrant, Atlanta, GA-based company that offers virtual staffing solutions in the areas of Virtual Assistants, Marketing Assistants, and Accounting Specialists. We are a fast-paced team of high performers that work extremely hard, but also know how to have a great time. Culture is a top priority and our values are lived out daily. Who is BELAY? Click here and enjoy! Below are the position requirements. Job purpose The purpose of this role is to support the Chief Financial Officer (CFO) in day-to-day operations, strategic initiatives, and transaction-related activities. This position is designed for an experienced executive assistant with a strong foundation in corporate finance, M&A, and quantitative work, operating as a true extension of the CFO in a fast-paced, finance-driven environment. Duties and responsibilities CFO Executive Support - Serve as a liaison between the CFO and internal leaders, external advisors, bankers, legal counsel, and other stakeholders. - Manage and protect the CFO’s calendar, prioritizing meetings, calls, and deadlines. - Manage the CFO’s email inbox, independently draft, respond to, and manage communications on behalf of the CFO with sound judgment and minimal oversight. - Anticipate business needs and proactively manage follow-ups, action items, and deadlines. - Make travel arrangements (business and personal), including researching and purchasing airline tickets, accommodations, rental cars, and reservations for meals. - Prepare, organize, and quality-check materials for executive, investor, and board meetings. - Act as a trusted gatekeeper for sensitive and confidential information. - Complete weekly expense report(s) for the CFO. - Perform any requested professional and/or personal ad-hoc projects delegated by the CFO. - Naturally takes ownership and pride in supporting both the professional and personal success of the executive Finance, Board & M&A Support - Assist with M&A activities including diligence tracking, data room organization, and coordination with internal and external teams. - Support the creation, organization, and quality control of management and board decks. - Review financial schedules, analyses, and presentations for accuracy, consistency, and completeness. - Track key deliverables related to transactions, financings, and strategic initiatives. - Maintain organized systems for financial documents, contracts, and transaction files. Data, Analysis & Organization - Manage complex spreadsheets and reports with a high degree of accuracy. - Assist with basic quantitative analysis, reconciliations, and scenario inputs. - Ensure proper version control and organization of financial and executive materials. Qualifications - Prior experience supporting a CFO or senior finance executive. - Working knowledge of corporate finance, accounting fundamentals, private equity and M&A processes. - Strong mathematical and analytical aptitude. - Advanced proficiency in Microsoft Excel. - Proficiency in Google Workspace (Docs, Sheets, Slides, Calendar). - Working knowledge of Salesforce and QuickBooks. - Exceptional attention to detail, professionalism, and discretion. - Strong written and verbal communication skills. - Ability to work independently in a dynamic, deadline-driven environment. Working conditions BELAY Corporate offers full-time remote work, requiring a dedicated, distraction-free home office for standard Monday-Friday business hours, with occasional travel for some roles. As a full-time/part-time, exempt/non-exempt W-2 employee, you'll join a vibrant, award-winning company culture where you're a valued, engaged team player in a thriving organization. Physical requirements This position does not have any physical requirements at this time. Salary Range $62,000 - $65,000 DISCLAIMER: We’ve recently seen job postings claiming to be from BELAY that aren’t affiliated with our company. Please be sure to only apply to our positions on https://belaysolutions.com/jobs/ and only reply to emails ending in @belaysolutions.com.

We are seeking a proactive and detail-oriented Travel & Lifestyle Assistant to support clients by coordinating travel plans, managing scheduling requests, and assisting with lifestyle-related services. This fully remote role is ideal for someone who enjoys organization, client communication, and helping create smooth, well-managed experiences from start to finish. In this role, you will work with clients to understand their preferences, assist with travel planning, coordinate bookings, and help manage various requests related to schedules and experiences. You will research options, organize details, and ensure all information is accurate and up to date. Your ability to stay organized, communicate clearly, and follow through on tasks will play a key role in delivering a high-quality client experience. The ideal candidate is dependable, resourceful, and comfortable working independently while managing multiple requests. This role is well suited for someone who enjoys a mix of travel coordination, administrative support, and client-facing communication. Key Responsibilities - Communicate with clients to understand travel and lifestyle preferences - Assist with researching destinations, accommodations, and experiences - Coordinate bookings, reservations, and scheduling requests - Organize and maintain accurate records within internal systems - Provide timely updates and follow up on outstanding items - Ensure all details are handled accurately and efficiently What We're Looking For - Strong communication and organizational skills - Ability to manage multiple tasks and priorities - Detail-oriented with strong follow-through - Comfortable using digital tools and online platforms - Self-motivated and able to work independently in a remote environment - Customer service, administrative, or coordination experience is helpful but not required Additional Details - 100% remote work environment - Structured training and ongoing support provided - Opportunity to develop skills in travel coordination and client services - Supportive team environment with growth opportunities Applicants must be citizens of the United States, United Kingdom, Australia, Spain, Mexico, or LATAM regions.

• Obtains information on new referrals and enters the details in the database. • Sends referrals for Physical Therapy (PT), Occupational Therapy (OT) and Speech-Language Therapy (ST) • Assigns nurses and therapists • Follows up with medical practitioners to verify details of evaluation and the frequency of scheduling. • Prefills weekly nursing notes and doing medical scribing • Doing clerical tasks such as sending and receiving faxes, uploading and organizing records such as therapy visits, patient history and hospitalization records and other related documents • Doing phone calls to concerned clients on a weekly basis to get customer satisfaction and records patient / family complaints