Executive Assistant – Part Time, Remote

Job Description: About the job Description Executive Assistant – Part Time, Remote Remote (U.S. based) Part-Time (10-20 hours per week, with flexibility) Hourly or monthly retainer, commensurate with experience Position Overview - We are seeking a highly organized, proactive Executive Assistant or Virtual Assistant to provide administrative and operational support to a financial advisor within an independent wealth management practice. This role is focused on time management, organization, and task execution, allowing the advisor to stay focused on clients and strategic priorities. This position is intentionally designed to be process-driven and highly replicable, making it well-suited for a virtual assistant or administrative support professional who thrives in structured workflows and can adapt to changing priorities. The EA will work closely with the advisor and Client Associate to ensure smooth daily operations. About Us - Our mission is simple: we help clients make confident financial decisions. We believe in building a better experience, simplifying complexity, and serving with excellence. • Build. We are committed to continually improving and creating an industry-leading client experience—because excellence is never finished. • Simplify. Through time-tested strategies and disciplined processes, we cut through complexity so our clients can focus on what matters most in life. • Serve. We approach every interaction with urgency, integrity, and care, providing trusted guidance, reliable advice, and responsiveness our clients can always count on. • • We’re more than advisors - we’re partners dedicated to helping our clients achieve their financial goals with clarity, confidence, and peace of mind. Responsibilities Email & Communication Management • Monitor and triage the advisor’s inbox, prioritizing and flagging time-sensitive items • Draft and send routine client communications as directed • Organize email folders and maintain inbox hygiene • Escalate client-related or urgent matters to the Client Associate as needed • Role: Executive Assistant – Part Time, Remote Number of Openings: 1 Skills: • Organizational Skills • Interpersonal Skills • Microsoft Office • Communications Industries: • Financial Services Job Function: Others Experience: 0 To 3 Years Locations: • Indianapolis, Indiana, United States Apply tot his job