The Organization:

Longwise Wealth Partners is dedicated to guiding clients through their financial journeys with integrity and expertise. Our mission is to empower individuals and families to achieve their financial goals through personalized planning and strategic investments. At the heart of our approach lies a commitment to transparency, trustworthiness, and long-term relationships. By prioritizing client education and understanding, we ensure that each financial decision aligns with our clients' aspirations and values.

The Position:

We are seeking a proactive and highly organized Part-Time Executive Assistant to support one of our financial executives in delivering exceptional service to our clients. This role is ideal for a detail-oriented professional who thrives in a fast-paced environment and is passionate about helping others stay focused, prepared, and efficient. The Executive Assistant will play a critical role in managing the Executive’s schedule, coordinating client communications, and ensuring smooth day-to-day operations for the Executive, enabling him to focus on strategic client engagement and planning.

Responsibilities:

• Manage scheduling, prioritize appointments, and coordinate meetings
• Handle email correspondence efficiently, ensuring timely responses and filtering important communications
• Arrange travel logistics, including flights, accommodations, and itinerary planning
• Support with personal and professional administrative tasks, such as expense management, document preparation, and special projects
• Maintain confidentiality and discretion in all interactions and tasks
• Optimize executive efficiency by organizing tasks, streamlining processes, and implementing effective time management strategies
• Communicate effectively with high-net-worth individuals and stakeholders, representing the advisor professionally

Qualifications:

• Proven experience as an executive assistant or administrative experience in a corporate setting
• High integrity and ability to handle sensitive information with confidentiality
• Strong organizational skills with the ability to prioritize tasks and manage multiple priorities effectively
• Excellent communication skills, both written and verbal, with proficiency in professional etiquette
• Proficient in office software (e.g., MS Office, Google Workspace) and capable of adapting to new technology platforms
• Flexible, adaptable, and able to work independently with minimal supervision
• Understanding of financial terminology and being comfortable discussing financial matters

Salary & Benefits:



• Flexible working hours, approximately 4-5 hours per day
• Remote work arrangement