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Remote Raven logo
Remote Raven

Grow Your Business Seamlessly & Cost Effectively.

Wealth Management Operations – Executive Assistant

Executive AssistantExecutive AssistantFull TimeRemoteSeniorTeam 11-50H1B No SponsorCompany SiteLinkedIn

Location

Philippines

Posted

66 days ago

Salary

$6 / hour

Seniority

Senior

English

Job Description

Wealth Management Operations – Executive Assistant

Remote Raven

• Support a financial advisory practice serving high-net-worth individuals • Handle investment operations and client account maintenance • Provide executive-level administrative support for the CEO • Focus on obtaining and tracking client tax documents such as K-1s and 1099s • Support alternative investment maintenance and client onboarding processes • Manage CEO’s calendar and email inbox with precision • Prepare materials for client review meetings and investor calls • Maintain accurate records in Salesforce and Outlook

Job Requirements

  • This is a full time role

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