Virtual Executive Assistant

📋 Description

• Manage calendar, book/confirm/reschedule meetings, maintain cadence for existing client book
• Handle last-minute rescheduling requests promptly
• Monitor and respond to email inbox, ensure timely replies
• Keep Salesforce CRM updated with client and opportunity notes
• Coordinate with internal operations on opportunities and client updates
• Occasionally answer client calls; provide general administrative support

🎯 Requirements

• Strong organizational skills; able to proactively manage a busy schedule
• Proficient with Microsoft Office, especially Outlook calendar; Microsoft Copilot familiarity is a
• CRM familiarity; Salesforce experience is a plus but not required
• Familiarity with Ameriprise broker-dealer tools is a plus
• Professional, client-facing communication style

🎁 Benefits

• 100% REMOTE
• $50 birthday bonus
• $200 testimonial bonus
• NO TRACKER. NO PROBLEM