Virtual Executive Assistant
Full-time
Assist World
Company Overview An independent financial planning and wealth management practice operating on the Ameriprise broker-dealer platform, with a focus on portfolio construction and management. Adam Novak is an independent advisor at the firm — he chairs the investment strategy committee, maintains his own book of clients, and also supports partner Garrett on some of the firm's larger client families. Role Overview The client is looking for a Virtual Assistant to help him keep pace with scheduling and communications as his client load grows. The VA will work on Adam's behalf (not as him) to manage his calendar, keep his inbox moving, and support light CRM and operations tasks.
This role does not include trades or money movement — those stay in-house with Adam and the firm's operations staff. Key Responsibilities • Manage Adam's calendar — book, confirm, and reschedule client meetings, including maintaining the quarterly meeting cadence for his existing client book • Handle last-minute rescheduling requests promptly (e. g.
Vacancy posted a month ago
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