SUMMARY

Young and Co is a strategic CFO and financial advisory firm serving high-performing service-based businesses across the US. Headquartered in Charlotte, NC, our virtual model allows us to support clients nationwide. We specialize in proactive business & personal financial strategy, back-office support, and tax optimization to help founders scale profitably, protect their peace, and build personal wealth.

Our clients trust us to handle the financial side of their business—from accounting and reporting to tax filings and forward-looking money strategies—so they can lead with clarity and focus. Too often, successful founders reach multi-6 or 7 figures without the financial structure to support their next level. That’s where we come in. We work hand-in-hand with our clients to design financial systems that support growth, maximize profit, and reduce tax liability.

Our vision is to be the go-to financial partner for entrepreneurs who are ready to turn their revenue into real wealth. We’re building a modern, high-impact firm—grounded in excellence, driven by values, and powered by a smart, supportive team.

Our core values are:

We earn clients’ trust. We understand that financial literacy can be hard. And here’s the thing: you deserve to feel confident about who you partner with when it comes to your money. We’re efficient, accurate and tactical in our approach and most importantly- we look out for you. Protecting your best interest is something we take to heart. 

We add value. Checking boxes is easy to do but to achieve lasting success requires big picture, outside-of-the-box thinking. We believe that being holistically-minded with your finances benefits your business and your personal life. We wear multiple hats so you don’t have to. To us, adding value looks like strategic knowledge and versatile expertise.  

We become our clients’ partner. We’re in it for the long-haul with our clients and we’ve learned that the difference between a great partnership and a frustrating one is in the small, every day details. Our team is approachable, proactively communicative, and we believe that no matter where you are in your understanding of financial services, leveling the playing field between your team and ours is the key to your success.

We work with achievers. Our entire mission is to empower service-based business owners to make an impact in their world. We attract highly-driven entrepreneurs that boldly challenge the status quo and believe that taking risks is the prerequisite to limitless opportunity. 

ROLES + RESPONSIBILITIES

Calendar, Schedule & Inbox Management [40% of Role]

• Manage and prioritize CEO email inboxes (both professional and personal), including filtering messages, drafting high-quality responses, flagging priorities, and ensuring nothing falls through the cracks
• Maintain and proactively update Sarah’s calendar, coordinating both internal and external meetings, travel, family commitments, and personal time
• Own calendar integrity by protecting time for CEO-level work and ensuring a sustainable weekly cadence
• Coordinate and schedule meetings, events, podcast recordings, speaking engagements, interviews, etc.
• Oversee travel planning, including booking, itinerary management, and accommodations for both personal and professional trips 
• Anticipate calendar conflicts, prepare daily and weekly overviews, and proactively adjust plans based on evolving priorities

Personal Support & Life Management [30% of Role]

• Manage logistics for family, household, and school-related activities with a high degree of foresight and discretion
• Maintain personal task lists and help streamline life logistics (event RSVPs, gift purchases, Amazon orders, etc.)
• Track key family dates, school deadlines, and seasonal tasks to ensure nothing is missed
• Act as a trusted thought partner for simplifying logistics across work and life

Project & Systems Organization [20% of Role]

• Keep project plans, internal documents, and notes organized in Google Drive and ClickUp
• Organize files and information relevant to Sarah’s goals and ongoing projects
• Help create checklists or SOPs for recurring tasks and improve back-end organization
• Ensure team-wide alignment by tracking action items and coordinating with team members for seamless handoffs
• Coordinate with other team members to ensure smooth internal workflows

Administrative Support [10% of Role]

• Provide light support for marketing, content publishing, and operations (e.g., scheduling emails, updating internal docs, light Canva editing)
• Process reimbursements, manage receipts, organize invoices, and support expense tracking
• Draft high-quality written communication (emails, thank-you notes, bios, responses, etc.) as needed
• Perform occasional research or vendor outreach for both personal and business needs

CORE COMPETENCIES + QUALIFICATIONS 

• Exceptionally organized with strong attention to detail
• Able to manage priorities across both business and personal spheres
• Excellent communication skills (written + verbal)
• Comfortable using tools like Google Calendar, Gmail, Slack, ClickUp, Google Drive, and Zoom
• Professional, discreet, and trustworthy with confidential information
• Flexible, self-motivated, and able to anticipate needs
• Experience supporting a founder or executive is strongly preferred
• U.S.-based and available during standard Eastern time business hours

SALARY RANGE + BENEFIT OFFERINGS

• Part-time remote position (10–20 hours/week) with potential to grow; preference is for Charlotte-area team members to help with occasional in-person support
• Employee role at $30–$40/hour depending on experience
• Flexible hours, with some availability required during business hours for real-time support
• Opportunity to become a long-term strategic partner to the CEO

APPLICATION INSTRUCTIONS

To be considered for this position, all applicants must submit:

1. A current resume
2. A short video (2–3 minutes) introducing yourself and sharing:

• Why are you excited about this opportunity at Young and Co?
• What makes you a strong fit for supporting a CEO in both professional and personal contexts?
• Any relevant experiences that demonstrate your organizational strengths and proactive communication style.
• Walk us through how you would plan a complex week for an executive who’s juggling business meetings, travel, and family obligations. How do you approach priorities and communication?
• How do you handle changing plans or shifting priorities at the last minute, especially when multiple people are involved?
• What tools or systems do you use to stay organized, and how do you ensure nothing falls through the cracks across calendar, inbox, and tasks?

Your video doesn’t need to be fancy, just a clear, authentic introduction recorded on your phone or computer. Upload it to a private YouTube, Loom, or Google Drive link and include that link in your application email.

Please send both your resume and video submission to [email protected] with the subject line: Executive Assistant Application – [Your Name].

We look forward to getting to know you!