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Financial Planner (100% WFH)

Winston Salem, North Carolina
Remote Working
Remote Working
Job Type
7 Sep 2022
We are looking for an Executive Admin Assistant who is excited to work from home (100% remote) and is the best fit for our company.

The Executive Assistant responsibilities include providing administrative assistance, such as writing and editing emails, drafting memos, and preparing communications on the executive's behalf. This role will act as the administrative point of contact between the executives and internal/external clients.

To be successful in this role, you should have enough knowledge in providing high-level administrative support for company leaders to ensure they can efficiently accomplish key tasks and company initiatives while offering polite, professional customer service.

    • Produce reports and presentations
    • Handle requests and queries appropriately
    • Act as the point of contact between the executives and internal/external clients
    • Organizing meetings, including scheduling, sending reminders, and organizing catering when necessary

Why we think this job is great:
    • It's a full-time 100% remote position where you'll work from home
    • You'll have the resources you need to learn, lead, and deliver results

    • At least 2 years experience as an Executive Administrative Assistant, Senior Executive Assistant, or in other secretarial positions
    • Has a series 7 and 63 series qualification
    • At least 1 year experience in a financial-related position
    • Full knowledge of office management systems and procedures
    • Excellent communication, interpersonal, and relationship skills
    • Exemplary planning and time management skills
    • Computer savvy and familiar with Google Suites (especially Google Sheets and Google Docs)
    • A Bachelor's Degree in Accounting, Business Administration, Marketing, or related field

About Us

Bold Business is a remote-first, global outsourced-solutions company with over $7B in service solutions over the past 25 years. Our international team helps the world's leading companies transform their ideas into bold impacts. From Fortune 500 organizations looking to reduce operational costs by 40%-60% to fast-growth startups looking to scale, we work behind the scenes and empower companies to do more for less.

If you like to move fast and have a bias for action, you'll fit right into our fast-paced, results-based environment. We're a 100% remote/virtual team environment where you can work from wherever you are.
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  • Job Reference: 706389957-2
  • Date Posted: 7 September 2022
  • Recruiter: BB | MZ
  • Location: Winston Salem, North Carolina
  • Remote Working: Some remote working possible
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent