Finances Demystified, LLC Executive & Personal Assistant Remote · Part time

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As a leading millennial financial literacy company, we provide actionable trainings, classes, content and consulting on all things financial and wealth-building. Our signature courses The Finances Demystified Bootcamp and The Wealth Transfer Investing Course has helped thousands and thousands of people learn long-term strategies to achieve financial freedom, rock their lifestyle goals and set future generations up for success.

• Act as a point of contact for the CEO with external partners
• Schedule appointments and maintain calendars across multiple time zones
• Establish priorities, stay accountable and follow through on tasks
• Excellent interpersonal, verbal and written communication skills
• Research, troubleshoot and solve problems
• Performs the role with the highest level of confidentiality and integrity
• Order and maintain inventory of supplies for team members
• Book domestic and international travel and logistics (flights, hotels, cars, dinner arrangements, etc)
• Provide personal assistance to the CEO
• Coordinating any personal meeting or household task
• Complete special projects as assigned
• Maintain and organize cloud based e-files
• Directly engage with all levels of internal and external clients, including senior executives
• Handle incoming and outgoing emails
• Coordinate and arrange meetings, including gathering and preparing agendas and other materials
• Copy, file, organize and distribute various reports and documents
• Manage information flow in a timely and accurate manner