Financial Advisor Assistant Needed

Executive Assistant needed for a financial advisor. Duties will include scheduling meetings with clients, answering phone, using CRM, using AI tools to develop marketing emails, aggregating client data, and other any other tasks that might come up. Experience in Excel, PowerPoint/Google Slides, GoHighLevel CRM a plus. Work hours will be 9am to 5pm Pacific Time. Must be very organized, speak excellent English, and have a great attitude.

I'm very laid back and treat people well, looking for someone who would be a great fit for the team.