Executive Assistant – Tax & Financial Support (Remote)

About the role

We are seeking a highly organized Executive Assistant to support the owner of a tax and financial planning firm. The role is fully remote and involves managing the executive’s calendar, inbox, and client‑related workflows to keep operations running smoothly.

Key responsibilities

• Maintain and prioritize the owner’s calendar and email inbox, flagging urgent matters and coordinating meeting logistics.
• Track action items, deadlines, and next steps for tax and financial planning clients, and share updates with internal teams.
• Coordinate virtual and in‑person workshops, handling materials, communications, attendee coordination, and basic technology setup.
• Support prospect list management, social‑media outreach, and basic client communication for insurance, investment, and tax scenarios.
• Assist the insurance and investment teams with policy follow‑ups, document gathering, and status checks.

Required profile

• Previous experience as an Executive Assistant, Administrative Assistant, Operations Assistant, or similar role.
• Strong calendar and inbox management abilities.
• Excellent written and verbal English communication.
• Highly organized, detail‑oriented, and able to manage competing priorities.
• Experience in financial services, tax, insurance, or related professional services is a plus.

Required skills

• Proficiency with email and calendar tools (e.g., Outlook, Google Calendar).
• Familiarity with virtual meeting platforms and basic technology setup.
• Ability to handle confidential client information securely.