[Remote] Executive Assistant – Part Time, Remote

Note: The job is a remote job and is open to candidates in USA. Sanctuary Wealth is a company dedicated to helping clients make confident financial decisions. They are seeking a highly organized and proactive Executive Assistant to provide administrative and operational support to a financial advisor, focusing on time management and task execution. Responsibilities • Monitor and triage the advisor’s inbox, prioritizing and flagging time-sensitive items • Draft and send routine client communications as directed • Organize email folders and maintain inbox hygiene • Escalate client-related or urgent matters to the Client Associate as needed • Manage the advisor’s calendar, including scheduling client meetings, internal meetings, and personal appointments as appropriate • Coordinate logistics for client meetings (virtual or in-person) • Confirm meetings, manage reschedules, and send reminders • Assist with meeting preparation (agenda creation, document coordination, follow-arenaflex) • Track action items and ensure tasks are completed on time • Maintain internal task lists and workflows • Handle general administrative requests as they arise • Coordinate non-advisory client touchpoints (birthday cards, holiday communications, meeting reminders) • Assist with client follow-up communications that do not require deep relationship knowledge • Support consistency in client experience through timely communication • Follow established administrative processes and documentation • Assist in creating, refining, and documenting workflows to improve efficiency • Ensure repeatable tasks are executed consistently and accurately Skills • Prior experience as an Executive Assistant, Administrative Assistant, or Virtual Assistant • Strong organizational and time-management skills • Ability to manage multiple tasks with competing priorities • High attention to detail and follow-through • Comfortable working remotely and independently • Clear, professional written communication skills • Tech-savvy with the ability to learn new systems quickly Company Overview • Sanctuary Wealth (sanctuarywealth.com) is the advanced platform for elite advisors with the entrepreneurial spirit to build, own and create lasting equity in their practices while delivering clients the tailored service they deserve. It was founded in 2018, and is headquartered in Indianapolis, Indiana, USA, with a workforce of 51-200 employees. Its website isApply Now

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