Virtual Executive Assistant

VIRTUAL EXECUTIVE ASSISTANT at Assist-world in Philippines

About This Position

We are seeking a Virtual Executive Assistant to support our growing client load. The ideal candidate will manage calendar, emails, and CRM tasks on behalf of Adam Novak, ensuring his schedule remains organized and efficient.

What You'll Do

• Manage Adam's calendar by booking, confirming, and rescheduling client meetings, including maintaining the quarterly meeting cadence for existing clients.
• Promptly handle last-minute rescheduling requests from clients.
• Monitor and manage Adam's email inbox to ensure timely responses during busy periods.
• Keep Salesforce CRM updated with relevant notes on clients and opportunities.
• Communicate with internal operations staff regarding active opportunities and client updates.
• Occasionally answer client phone calls, once access is set up.
• Provide general administrative and operational support as needed.

Skills & Qualifications

• Strong organizational skills to manage a busy, shifting schedule proactively.
• Comfortable with Microsoft Office suite, particularly Outlook.
• Proficient in Salesforce CRM or similar systems.
• Excellent communication and customer service skills.
• Ability to work independently and prioritize tasks effectively.

About the Company

Assist-world is an independent financial planning and wealth management practice operating on the Ameriprise broker-dealer platform. We focus on portfolio construction and management, with Adam Novak as a key advisor who chairs the investment strategy committee and supports larger client families.

Ready to Apply?

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.