Executive Assistant - REMOTE E.L.

Our client is an innovative firm specializing in empowering entrepreneurs to maximize their businesses for profitable exits. They’re not just business consultants—they’re architects, strategists, and project managers all rolled into one, customizing every solution to meet the unique needs of their clients. With over a decade of experience, they help business owners build self-managing, turn-key operations that secure financial legacies for their families.

They really aim to offer a Mentorship/Concierge-level service, not a corporate one-size-fits-all. Ready to join a team that’s building success, genuinely cares about their clients, and is thriving in business, all at the same time? ?

Company Culture and Core Values:

At the heart of this team is a deep commitment to trust, generosity, and personal growth. They believe in rewarding hard work and investing in their people’s future, creating a close-knit environment where everyone wins together.
This focus is rooted in a set of core values which include:

> Trust First – Building lasting relationships with honesty.
> Integrity Always – Doing the right thing, even when no-one’s looking.
> Take Care, Always – Support each other, both in business and life.
> Win and Play Together – Celebrate success as a team!

Join a company that truly invests in you, where your success is as important as the company's!
Why are they hiring?

Our client is looking for a superstar Executive Assistant to help reclaim valuable time and focus on what matters most—delivering exceptional, personalized service to their clients. By managing day-to-day tasks and keeping things running smoothly, you'll free up the leadership team to focus on building relationships and ensuring clients feel truly heard. This role is about more than just tech skills (though tech-savviness is a big plus); it’s about being adaptable, flexible, and offering concierge-level support. If you're ready to be the key to their success, this opportunity is for you!

What’s in it for you?

Imagine a role where your skills are celebrated, and your growth is a priority—with perks like:

> Earn bonuses for crushing it with clients!
> Access to top-notch training and resources for your growth.
> Be part of a rapidly growing company where your success matters.
> Work in a supportive, trust-driven environment that feels like family.
> Celebrate wins together with a team that knows how to work and play.
> Opportunities to develop a long-term career with mentorship along the way.
> Grow with the company—when they succeed, you succeed.
> Freedom to be flexible and adaptable, while building strong client relationships.

Ready to join a company that values your growth and rewards your hard work? This is your chance to thrive in a dynamic, people-first environment!


Responsibilities of the Executive Assistant:

Your responsibilities include:

Project Management:

Document Organization:
> Create and maintain organized folders for client documents.
> Ensure timely updates and additions to these documents as necessary
> Standard Operating Procedures (SOPs):
> Develop and implement SOPs to facilitate smooth internal project management and progress
> Meeting Coordination:
> Create internal agendas for meetings and define follow-up tasks.
> Record action items and review meeting recordings to ensure all points are addressed and tracked

Typical Project Flow:

Intake & Onboarding:
> Collect initial information, create client document folders, and obtain Profit & Loss statements

Client Engagement:
> Facilitate client onboarding by sending a welcome email, recording notes of their vision and goals, and gathering organizational and shareholder information

Resource Planning:
> Identify and utilize necessary resources from the client’s information library
> Plan Development:
> Develop and execute a detailed plan for the client, discussing action items for both the client and the internal team

Progress Tracking:
> Monitor and chart progress towards achieving client goals, ensuring all milestones are met efficiently


Executive Assistance:

Travel Management:
> Oversee travel arrangements for the client, including booking domestic travel twice a month and one international trip per year
> Calendar Management:
> Manage and maintain the client's calendar, scheduling appointments, and ensuring all commitments are met

Relationship Building:
> Maintain and strengthen relationships within the network by sending personalized gifts and reminders for important dates.
> Keep track of client interactions and network updates


Email Management (nice-to-have):
> Filter and label emails, ensuring important messages are addressed by the client
> Document relevant information received via email and integrate it into client documentation

Personal Administration:
> Handle personal tasks for the client, such as ordering items and managing personal errands to help optimize their time

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 time zone
> 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:
> Project Management Software (preferably Notion)
> G-Suite, Gmail, Google Calendar
> Box.com (nice-to-have)
> Loom (nice-to-have)
> Canva (nice-to-have)

Compensation:
> $13,800-$21,000/yr


Don’t forget to attach your PDF resume to nolascobree@gmail.com. Please indicate "EA" in the subject line.