Virtual Executive Assistant

Assist World

Philippines

RemoteCareer-pivot friendly

Who this role is best for

Administrative professionals with calendar management skills and client communication experience will find this remote mid-level role in financial planning and wealth management.

Best fit for

Candidates with experience in managing high-priority calendars and client schedules for financial advisors
— “Manage Adam's calendar — book, confirm, and reschedule client meetings”
Individuals who can adapt to administrative tasks in a growing financial advisory practice
— “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”

Things to consider

The role is fully remote but may involve occasional client interactions via phone
— “The role is occasionally client-facing by phone”

How to stand out

Highlight experience managing complex calendars and handling urgent rescheduling requests
— “Handle last-minute rescheduling requests promptly (e.g., clients emailing the day before to push a meeting)”
Emphasize your ability to maintain a professional tone in client communications
— “Personable, professional communication style, since the role is occasionally client-facing by phone”
Showcase your adaptability in learning CRM systems and internal tools
— “in-house operations staff can provide guidance to get up to speed”
Demonstrate your proactive approach to managing shifting schedules and priorities
— “Strong organizational skills — able to proactively manage a busy, shifting schedule”

Pace · SteadyCollaboration · LowAutonomy · MediumDecision Impact · IndividualLevel · Junior

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

Maintained a well-organized calendar
Ensured timely communication

Typical background

Executive assistant experienceAdministrative support experience

Skills & requirements

Required

Calendar ManagementEmail ManagementCRM ManagementCommunicationAdministrative Support

Preferred

Financial PlanningWealth Management

Stack & domain

Microsoft OfficeCRMCommunicationOrganizationFinanceWealth Management

About the role

Original posting from Assist World via Lever

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., clients emailing the day before to push a meeting)
Monitor and manage Adam's email inbox, ensuring timely responses on days when he is in back-to-back meetings
Keep the CRM (Salesforce) updated with client and opportunity notes
Communicate with internal operations staff on active opportunities and client updates
Occasionally answer client phone calls on Adam's behalf, once phone line access is set up
General administrative and operational support as needed
Skills & Tools
Strong organizational skills — able to proactively manage a busy, shifting schedule
Comfortable with the Microsoft Office suite, particularly Outlook calendar; familiarity with Microsoft Copilot is a plus (the only AI tool approved for compliance)
General CRM familiarity is helpful — Salesforce experience is a plus but not required; in-house operations staff can provide guidance to get up to speed
Familiarity with Ameriprise broker-dealer platform tools is a plus but not required
Personable, professional communication style, since the role is occasionally client-facing by phone
Contract & Logistics
Why Join Assist World?
100% REMOTE
$50 birthday bonus
$200 testimonial bonus
NO TRACKER. NO PROBLEM

Source: Assist World careers (Lever)