P4 - Executive Assistant (100% Remote)

Hiring: Full-time Executive Assistant - Remote - $10,800 - $14,400/yr


Why Are They Hiring an Executive Assistant?

My client is ready to take efficiency to the next level! With a packed schedule and a growing business, their leader needs a proactive Executive Assistant to keep operations running smoothly—especially when it comes to email management, meeting prep, and keeping projects on track. He’s looking for a remote right-hand who can buy back his time, elevate internal and client connections, and refine the post-engagement process to ensure no opportunity is left untapped.
This role isn’t just about keeping up—it’s about leveling up how communication flows and ensuring every follow-up feels seamless. If you thrive on organization, problem-solving, and making an impact, this is your chance to step in and make things effortlessly efficient!

Your responsibilities include:

Email Management:
>Organize and maintain inbox efficiency, ensuring only essential emails reach the client
>Route emails to the appropriate internal teaUpgrade to see actual infombers for action
>Respond on behalf of the client using pre-approved templates
>Flag priority emails that require the client’s direct attention
>Implement an organized folder system and filter out spam, including recruiter emails

Calendar & Meeting Management:
>Take full ownership of calendar management, scheduling appointments and meetings
>Prevent double bookings and ensure seamless scheduling
>Serve as a gatekeeper for internal teaUpgrade to see actual infombers requesting meetings
>Account for travel times and logistics when coordinating schedules
>Prepare structured pre-meeting summaries, including:
>Background on meeting attendees (who they are, how they connected, key interests)
>Questions or concerns they may have
>Purpose of the meeting and expected outcomes
>Relevant details pulled from the CRM for added context
>Coordinate and schedule networking lunches and meetings to maintain key relationships

Task & To-Do Management:
>Track and manage requests from the leadership team, ensuring follow-through
>Maintain an accessible task list (currently using Apple Notes) and suggest improvements
>Provide daily reminders for high-priority tasks
>Ensure tasks remain visible and accessible from the client’s phone
Assist in prioritizing tasks for better time management

CRM & Relationship Management:
>Maintain and update client records in Zoho CRM, including key details and past interactions
>Set up reminders for client birthdays, anniversaries, and key milestones
>Support in developing a structured system for improved client engagement
>Personalize and send client emails, with the potential to coordinate handwritten cards

Business Development & Lead Follow-Ups: (Growth Opportunity)
>Assist with organizing and prioritizing inbound lead follow-ups
>Quickly route new leads to the appropriate intake team
>Develop a system for personal follow-ups at key project milestones
>Explore Upgrade to see actual info and Facebook opportunities for outreach and engagement
>Monitor and respond to Facebook messages, identifying potential partnerships

Business Dashboard Monitoring: (Nice-to-Have)
>Review key business metrics in weekly/monthly dashboards
>Identify and flag critical red/yellow alerts to the client for immediate action

Want to Know More About the Client?

My client is a trusted leader in elder care law, guiding families through life’s most critical transitions with expertise and heart. For years, they have specialized in estate planning, probate administration, Medicaid planning, and guardianship services—helping individuals safeguard their assets and secure their legacies. Their mission is to provide peace of mind through personalized legal solutions, ensuring that families can focus on what truly matters. They have built a reputation for compassionate guidance, community engagement, and an unwavering commitment to their clients’ well-being.
Join a team that doesn’t just practice law—it changes lives, one family at a time.

Culture and Core Values:
At the heart of our client’s team is a culture of collaboration, curiosity, and continuous improvement. They believe in tackling challenges as a team, seeing every obstacle as an opportunity to refine their processes and deliver even better results.
Here’s what matters most to them:
*Flock Together – Success is a team effort; no one gets left behind!
*Client Committed – Going above and beyond to serve those who trust them.
*Humbly Confident – Knowledgeable, yet always eager to learn and improve.
*Get Stuff Done Right – Precision matters when lives, assets, and futures are at stake.
Here, you’ll be part of a team that values integrity, impact, and innovation—where your contributions will make a real difference every day.


What’s in it for you?
Joining this client means not just filling a role but embarking on a personal development journey. The growth potential is substantial, with opportunities to:

*Be the Right-Hand to a Visionary Leader – Play a key role in optimizing workflows and making an impact.
*Master the Art of Organization – Own email triage, meeting prep, and project tracking like a pro.
*Work Remotely with Flexibility – Support high-level operations from anywhere.
*Room to Grow & Innovate – Bring fresh ideas to the table and shape how things get done.
*Collaborate with a Driven Team – Join a culture that values teamwork, curiosity, and continuous learning.
*Stay Sharp, Stay Confident – Work in an environment that challenges you to grow while appreciating your expertise.
*Flock Together – Be part of a team that moves forward together—no one gets left behind.
*Get Stuff Done Right – Attention to detail isn’t just encouraged—it’s celebrated!

Your next big opportunity starts here—ready to take the leap?

Perks:
*13th Month Bonus (Wild right?!)
*Permanent work-from-home / remote set-up
*Health insurance
*Dental insurance
*Mental health insurance
*Great starting salary
*Growth opportunity
*Performance-based raises
*Prizes and bonuses


Specifics:
Time
>Full-time; EST Timezone
>This is a remote position so you can have the freedom to work from anywhere

Miscellaneous
>Attire - business casual when in meetings
>Professional setup (Pains me I actually need to write this down…)
>Clean background
>Good camera
>Good microphone
>Strong wifi

Tech Stack
>CRM Software
>Zoho CRM (highly preferred)
>Cloud-based Storage
>Egnite (Nice-to-have)


Compensation
>Fixed Rate $10,800 - $14,400/yr

Don’t forget to attach your PDF resume to Upgrade to see actual info indicate “P4-Executive Assistant" in the subject line.