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Wealth Management Operations – Executive Assistant
Location
Philippines
Posted
66 days ago
Salary
$6 / hour
Seniority
Senior
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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