Executive Assistant Wealth Management Industry
@ Persona

Hybrid
$90,000
Hybrid
Full Time
Posted 24 days ago

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XXXXXXXXXX XXXXXXXXX XXXXXXXXXX******* @personatalent.com
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Job Details

About Persona

Persona is the company top startups use to hire people from all around the world. Founded by two Stanford University graduates, Persona serves some of the world’s fastest-growing technology startups, backed by top investors like Founders Fund, Sequoia Capital, and Andreessen Horowitz.

Persona recruits, trains, and staffs talented remote professionals. We provide training, mentoring, and technology resources to help you succeed and grow long-term in your career.

Job Overview

The Executive Assistant Wealth Management Industry will support a Managing Partner with back-office administrative tasks. This role requires prior experience in wealth management or financial services and proficiency with specific industry software.

Responsibilities

  • Manage administrative tasks for the Managing Partner
  • Prepare, track, and organize client forms and paperwork
  • Send client invitations and distribute review packs
  • Maintain DocuSign templates and track completion
  • Manage calendar scheduling and meeting coordination
  • Organize tasks and deadlines within the CRM system
  • Follow up on outstanding items to meet timelines

Requirements

  • 1-3 years experience as an administrative or executive assistant
  • Experience in wealth management or financial services preferred
  • Proficiency with at least two tools: Redtail CRM, Orion, E-Money, or Charles Schwab
  • Strong organizational skills with handling sensitive information
  • Excellent knowledge of cloud systems and online calendars
  • Fully fluent in English and adept at using apps and technology
  • Ability to work U.S. business hours
  • A commitment to long-term, full-time engagement

Ideal Candidate

Background in wealth management, financial planning, or investment firms, with an ability to quickly learn new financial software. Candidates should be reliable, discreet, detail-oriented, and able to work independently.

What We Offer

  • Industry leading salaries
  • Permanent remote work from anywhere
  • Growth and advancement opportunities
  • A fast-paced, collaborative, and friendly work environment
  • Comprehensive benefits including health insurance and unlimited paid time off
  • Annual performance bonuses and monthly tech allowance

Key skills/competency

  • Executive Assistance
  • Wealth Management
  • Administrative Tasks
  • Calendar Management
  • CRM Systems
  • Client Coordination
  • Financial Software
  • Detail Orientation
  • Cloud Technology
  • Remote Work
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How to Get Hired at Persona

🎯 Tips for Getting Hired

  • Customize your resume: Highlight relevant wealth management and administrative experience.
  • Research Persona: Understand their vision and client work.
  • Tailor your cover letter: Emphasize remote work and tech proficiency.
  • Prepare for software questions: Review CRM and financial tool usage.

📝 Interview Preparation Advice

Technical Preparation

Review specific CRM software functionalities.
Familiarize with financial planning tools.
Practice managing digital calendars and DocuSign.
Test remote collaboration tools and cloud systems.

Behavioral Questions

Describe managing tight deadlines effectively.
Explain independent problem-solving in previous roles.
Discuss handling confidential information discreetly.
Share experience adapting to remote teamwork.

Frequently Asked Questions