[Remote] Executive Assistant / Marketing Coordinator

Note: The job is a remote job and is open to candidates in USA. Goldbloom Wealth Management LLC is a boutique wealth management firm seeking an Experienced Executive Assistant with a financial edge. The role involves project and task-based work, requiring critical thinking and organizational skills, while providing direct access to the principal advisor and exposure to various aspects of wealth advisory and marketing.ResponsibilitiesCalendar, inbox, client coordinationMarketing + client communications from bank of copy ready for GWM customizationContent + thought leadership supportSpecial projects (including an AI-assisted book update)SkillsExperienced Executive Assistant (with a financial edge)Not entry-levelProject & Task-based detail-oriented work with big-picture organizational focusCritical thinking requiredFormer project/team management can replace Exec Asst experienceAbility to own execution at a high level while getting the hands-on work doneExperience using dual CRM, existing systems post a merger (Outlook and MSFT pkg and GSuite, Slack and Teams)Supported a founder, advisor, or senior executiveExtremely organized and detail-orientedAbility to write well and communicate professionallyTake initiative and don't need hand-holdingTechnical skills ranging from software (Excel, AI, etc), tech troubleshootingSeries 65Washington Insurance LicenseFinancial services backgroundAsana or other Project Management software experienceMsft, Asana/Project Mgmt & GSuite experienceBenefits~$35-$40/hour (1099) (+ potential bonus compensation for certain structures depending on licensing and results)Company OverviewWe are Fiduciaries. It was founded in 2010, and is headquartered in Bellevue, Washington, USA, with a workforce of 2-10 employees. Its website is https://gwmteam.com/.