Job Description

Job Title : Executive Assistant

Location : Gaithersburg, MD (Remote, but local candidates required)

Salary : $50,000 - $70,000 per year

Job Type : Full-time

Work Schedule : Monday to Friday

Position Overview :

We are seeking a highly organized and proactive Executive Assistant to join our growing team. This is a unique opportunity to contribute to both administrative and marketing efforts in a fast-paced, dynamic environment. As the Executive Assistant, you'll play a pivotal role in keeping operations running smoothly and supporting key initiatives that help drive the success of the team. While the position is remote, we require candidates to be based in the Gaithersburg, MD area for occasional in-person collaboration.

If you're passionate about providing excellent administrative support, highly motivated, and ready to contribute to a team that values efficiency, innovation, and growth, we'd love to hear from you!

Key Responsibilities :

* Lead and manage social media campaigns and prospecting initiatives to enhance outreach efforts.

* Provide personal assistant support to team members, managing schedules and appointments to ensure optimal time management.

* Organize and manage calendars, prepare for meetings and events, and document key meeting takeaways.

* Monitor client engagement, track time spent on projects, and assist in profitability analyses.

* Support the development and implementation of compliance manuals.

* Maintain and update CRM systems, ensuring all data is current and accessible.

* Lead tracking of annual initiatives, KPIs, and team progress, while supporting special projects like holiday gift ordering and CRM improvements.

* Identify and pursue community outreach and engagement opportunities, helping plan events and initiatives.

Qualifications :

* Previous experience in an administrative role is preferred.

* Strong organizational skills with the ability to prioritize effectively in a fast-paced environment.

* Proficiency in Google Workspace required; familiarity with project management tools, social media, and CRM software (e.g., WealthBox) preferred.

* Ability to work independently, taking on projects from start to finish, while also collaborating within a team environment.

* Strong written and verbal communication skills.

* Exceptional attention to detail and the ability to maintain confidentiality.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

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