[Remote] Executive Assistant – Wealth Management

Note: The job is a remote job and is open to candidates in USA. TalentLink Solutions is a high-growth, forward-thinking Multi-Family Office Advisory Firm seeking a rockstar Executive Assistant to support their CEO. This role involves reshaping how top entrepreneurs think about wealth through high-level, transformative projects, all while offering flexibility and the opportunity for significant personal and professional growth.

Responsibilities

• Revolutionize the Industry: This isn’t just about being an EA – this is your chance to reshape how top entrepreneurs and business owners think about wealth. You’ll support our CEO to drive a daily impact in our clients’ lives. We don’t believe in cookie-cutter solutions. You’ll be working on high-level, transformative projects that will make an impact immediately
• Work with the Best of the Best: You’re not just working with our CEO; you’re working with our clients - visionary entrepreneurs who are pushing the boundaries of what’s possible. These clients are ambitious, dynamic, and demand the best from everyone around them. No “boring” clients here
• Fully Remote, Limitless Flexibility: Work from anywhere, at any time. This isn’t just a remote job – it’s designed to give you the flexibility you need to do your best work. Be part of a team that values results over micromanagement
• Leadership & Impact: You’ll have the chance to learn directly from a visionary entrepreneur CEO who’s already reshaping the wealth management space. You’ll be helping build something from the ground up. This is your chance to truly make an impact
• Sky’s the Limit Compensation: You won’t just be rewarded for your efforts; you’ll be recognized for the value you create. With a competitive base salary, aggressive performance bonuses, and generous benefits, your earning potential is virtually unlimited. The more you put in, the more you’ll get out

Skills

• You've worked in financial services or professional services—ideally within an RIA—and understand the pace, pressure, and professionalism those environments demand
• You bring at least 2 years of experience in Founder/C-Suite executive support roles in a high-performance team
• You've worked with people who are already successful, and you know how to elevate them even further
• You've got the credentials to back up your deep knowledge
• You've built and scaled programs, partnership initiatives, and channel strategies – and have the results to show for it
• You hold a bachelor's degree in business, marketing, or a related field that prepared you to work at the intersection of strategy and execution
• You're not just an expert – you're a leader
• You're confident and clear when communicating with high-net-worth individuals, business owners, and senior executives
• You don't wait to be told what to do
• You know how to build trust quickly and hold your own in high-stakes conversations
• You're a natural at juggling multiple high-stakes projects, keeping everything on track, and turning complex problems into clear, actionable solutions
• You thrive under pressure and know how to execute flawlessly
• You catch the small stuff that others miss
• You're comfortable with the latest tech tools like Microsoft Office and the latest AI tools
• You understand how to operationalize a data-driven process to drive results
• You understand that technology is a force-multiplier and are quick to adopt new tools that improve client service and team collaboration

Benefits

• Unlimited paid time off (PTO)
• Health benefits
• 401(k) matching

Company Overview