Role Description The Wealth Management Associate supports senior advisors in delivering comprehensive financial planning and investment management services to high-net-worth individuals and families. This role combines client service, financial analysis, and operational support to ensure an exceptional client experience and efficient practice management. - Partnering with some of the top 100 Fortune 500 companies to provide complimentary financial plans. - Opportunity for hard-working individuals with good communication and customer service skills. - Willingness to start a training program as an entry-level financial planning professional. - Potential to develop into management and leadership positions. - In-depth training program to learn about financial goals and creating game plans for clients. - Flexible schedule available for those looking to start or transition into a new career or develop new skills. Qualifications - Minimum 18 years of age - Legal U.S. Resident, Citizen, or Work Permit with SSN - Soft background check required - Able to complete licensing requirements within 14 days

• Appointment scheduling and patient reminders • Patient records management and data organization • Handling patient inquiries via phone, email, and messaging platforms • Coordinating with healthcare professionals and internal staff • Compiling medical research and preparing reports • Document preparation (reports, presentations, spreadsheets) • Email and text management (sorting, prioritizing, responding, newsletters) • Billing support and administrative assistance • Provider support and patient care coordination

• Assist clients as directed • Maintain client relations and refine internal processes that support COYL and clients • Manage communication between various clients’ upper management and employees, liaising with internal and external executives on projects and tasks • Plan and orchestrate work to ensure the client’s priorities are met, organizational goals are achieved, and best practices are upheld • For real estate/business broker clients: Supervise administrative aspects of home buyer and seller transactions from executed purchase agreement to closing • Review contracts, disclosures, and addendums for accuracy and submit to the broker for file compliance • Act as the primary contact between agents, clients, lender, title officer, and inspectors to ensure a smooth, timely closing process • Monitor and track all contingency deadlines, including inspection periods, loan approval dates, and appraisal contingencies • Open escrow, manage earnest money deposits, and ensure all escrow documents are complete • Input client information into CRM and transaction management software (e.g., DocuSign, SkySlope, Dotloop) • For all clients: Manage the professional and personal needs for various clients • Track detailed records in timekeeping system • Coordinate complex scheduling and extensive calendar management, as well as management of content and flow of information to our virtual clients’ senior executives • Manage, coordinate, and arrange our virtual client’s travel and travel-related activities, including hotel booking, transportation, and meals • Perform administrative and office support, such as typing, dictation, spreadsheet creation, faxing, and maintenance of filing system and contact database • Maintain professionalism and strict confidentiality with all materials, and exercise discretion when interfacing with various clients and our company • Organize client communications • Answer phones for clients and relay messages • Plan client events • Respond to all requests within a maximum of 4 business hours • Navigate priorities while multi-tasking • All other tasks as needed

Full-Time Executive Assistant (Remote) We are currently hiring for multiple positions, including roles within the non-profit and finance industries. Are you a dynamic, caring and ridiculously talented executive assistant? If so, Boldly is looking for you! We are seeking full-time employees to support established Fortune 500 companies, not for profits, senior-level executives, and successful business owners as they make a greater impact in the world. About the position As an executive assistant and employee of Boldly, you will play the pivotal role of providing top-notch administrative support. You'll have the opportunity to choose the clients you support based on company and organizational values and your preferences. These are long term assignments where you'll create rewarding partnerships with the executives that you assist while gaining valuable experience in a variety of industries. As a Boldly employee, your work will be 100% remote and flexible with no night or weekend work. This full time position requires your availability for 40 hours a week during business hours. As an executive assistant, you'll apply your professional skills in a wide range of tasks, including: - Maintaining appointment schedules and calendars - Planning and scheduling meetings, conferences, and travel - Making travel arrangements including flight and hotel bookings - Maximizing the executive's time by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information; initiating phone calls on their behalf - Managing multiple email inboxes for executives - Managing expenses - Providing customer/supplier support - Other executive admin responsibilities as needed About you You have at least 7 years of experience serving in a senior administrative support position where you provided support as an executive assistant working in a fast-paced environment supporting multiple high-level executives. At this point in your career, your #1 priority is to join a fully remote company that prioritizes flexibility in the workplace, and that promotes a culture of respect, kindness, and transparency. You are a team player with excellent communication skills and a positive outlook who cares deeply about helping others succeed. You take great pride in the quality of your work; you are proactive, dynamic, flexible, tech-savvy, results-oriented, and a stickler for details! And you do it all with a smile! Required Skills and Experience: - A minimum of 7 years of direct hands-on experience as an executive assistant or senior administrative assistant to one or more executives (general admin experience as part of another role will not qualify) - Advanced knowledge of online software such as Google Workspace, Office 365, Zoom, and other popular productivity tools - Ability to multitask with ease and prioritize work as needed - Highly organized with excellent time management skills - Ability to learn new tools quickly - Excellent interpersonal communication - Strong writing skills - Ability to work independently and under the pressure of deadlines - Solution driven! Benefits you'll love, for full-time employees: - W2 employment status - Medical, dental, vision, and life insurance, with 100% of the premium paid by Boldly - 401k with employer match - Paid time off including vacation/sick leave - Paid holidays - Paid parental leave - Technology stipend - Ongoing mentoring and support from your Boldly Team Leader to help you succeed with clients Compensation The pay range for this position is $27-$31 per hour, with starting pay based on location. Specific starting rates for full-time are as follows: - California & New York: $29 per hour - Washington, New Jersey, Colorado, & Massachusetts: $28 per hour - All other locations: $27 per hour About our culture We believe that it is possible to have a rewarding career that doesn't conflict with your personal responsibilities and life choices. Our diverse team of executive assistants includes parents, military spouses, caregivers, and those with unique life situations where working remotely, part-time or full-time, and on a flexible schedule is not just a nice to have'. Fostering a thriving company culture where everyone has a sense of belonging and enjoys coming to work is our # 1 priority. As a woman-owned business, we are intimately familiar with the challenges women and minorities face in the workplace and we are committed to maintaining a diverse, equitable, and inclusive workplace for all. And of course, as a remote-first company since our inception in 2012, we are longtime established experts at leading and succeeding in a remote work environment! As a premium executive assistant company, we set the standard for remote professionals. We've been proudly certified as a Great Place to Work for 5 years in a row, and our accolades include being named by Fortune Magazine as one of the 50 Best Small Workplaces, and Entrepreneur Magazine in their Entrepreneur 360 List as one of the Best Entrepreneurial Companies in America and by Color Magazine as a top Inclusive Workplace. Military Friendly named us as part of the Top 10 Military Spouse Friendly Employers, and FlexJobs as a Top 100 Company to watch for. We are also accredited by Flexa as a truly flexible employer. For more information about our company culture and to hear from team members about their experience in roles filled with variety and new learning - visit our jobs page at https://boldly.com/jobs/ Please note that the requirements in this job description are the minimum qualifications to join our team of premium executive assistants and we are unable to consider any applicant who does not have at least 7 years of experience as an executive assistant. Additionally, Boldly considers LinkedIn to be the foundation of your professional online presence and we require all candidates that wish to apply to have an up-to-date LinkedIn Profile. At Boldly, we are committed to hiring military spouses and recognize that their unique circumstances pose significant obstacles to employment. We understand that military families often experience frequent relocations and we offer our support by reducing barriers that may hinder their employment. If you are a military spouse with diverse experience, please take care to show us with your detailed resume how your experience aligns with the requirements listed above. By understanding your experience, we can better assess how your background aligns with our open position. We're excited to receive your application! - Take your time to provide genuine answers to showcase your unique talents and professionalism instead of using AI such as ChatGPT. - Use complete sentences and be mindful of spelling and grammar.