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EXECUTIVE ASSISTANT TO FINANCE EXECUTIVE W. Wealth Management, LLC POSITION TYPE: Full-Time, Remote REPORTS TO: Chief Executive Officer LOCATION: Remote (U.S. Based Preferred) COMPENSATION: Competitive, commensurate with experience ABOUT W. WEALTH MANAGEMENT, LLC W. Wealth Management is an elite payroll and accounting services firm serving high-net-worth individuals and institutional clients. We deliver institutional-grade financial infrastructure with unwavering attention to detail, discretion, and excellence. Our boutique approach ensures every client receives personalized service from seasoned professionals who understand the complexities of substantial wealth. POSITION OVERVIEW We are seeking an exceptional Executive Assistant to provide comprehensive support to our finance executive. This is a critical role requiring someone who can seamlessly manage the day-to-day operational demands of a fast-paced financial services environment while handling confidential matters with the utmost discretion and professionalism. The ideal candidate will be a proactive problem-solver who anticipates needs, exercises sound judgment, and can execute complex assignments independently. This position requires someone who thrives in a remote environment, is highly organized, and possesses the professional maturity to represent the executive in all interactions. KEY RESPONSIBILITIES Executive Support & Calendar Management • Manage complex calendar scheduling across multiple time zones, prioritizing appointments and resolving conflicts with minimal guidance • Coordinate and prepare materials for client meetings, board meetings, and strategic planning sessions • Screen and prioritize communications (email, phone, correspondence) ensuring timely responses to critical matters • Draft, proofread, and edit correspondence, presentations, and reports on behalf of the executive • Maintain strict confidentiality regarding all business, financial, and client information Financial & Administrative Operations • Process and track expense reports, invoices, and reimbursements with meticulous accuracy • Assist with basic payroll tasks including timesheet review, employee data entry, and benefits coordination • Support accounting functions such as accounts payable/receivable, financial document organization, and reconciliation assistance • Maintain organized digital filing systems for financial records, contracts, and compliance documentation • Coordinate with external vendors, service providers, and professional advisors (attorneys, CPAs, consultants) Project Management & Strategic Support • Execute special projects and research assignments with minimal supervision • Prepare briefing materials, financial summaries, and executive reports • Track action items, follow up on outstanding matters, and ensure timely completion of deliverables • Coordinate travel arrangements including flights, accommodations, ground transportation, and detailed itineraries • Manage client onboarding processes and ensure seamless experience for high-net-worth clientele Client Relations & Communication • Serve as a liaison between the executive and internal team members, clients, and external stakeholders • Handle sensitive client inquiries with professionalism, discretion, and appropriate urgency • Coordinate client events, meetings, and communications while maintaining the firm's high standards of service • Prepare and distribute client communications, newsletters, and updates as directed REQUIRED QUALIFICATIONS • Minimum 3-5 years of executive assistant experience, preferably supporting C-level executives in finance, accounting, or professional services • Background in payroll, accounting, or bookkeeping—familiarity with QuickBooks, ADP, or similar platforms strongly preferred • Exceptional written and verbal communication skills with impeccable attention to detail • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and Google Workspace • Demonstrated ability to handle confidential information with discretion and maintain professional boundaries • Strong organizational skills with proven ability to manage multiple priorities and meet tight deadlines • Self-motivated and able to work independently in a remote environment with minimal supervision • Professional demeanor and executive presence suitable for interaction with high-net-worth clients • Bachelor's degree preferred but not required with sufficient relevant experience PREFERRED QUALIFICATIONS • Experience supporting executives in wealth management, private equity, or family office environments • Familiarity with CRM systems (Salesforce, HubSpot) and project management tools (Asana, Monday.com) • Basic understanding of financial statements, tax documents, and compliance requirements • Notary public certification (or willingness to obtain) • Experience managing virtual teams or coordinating across distributed organizations • Knowledge of estate planning, trust administration, or investment accounting terminology COMPETENCIES FOR SUCCESS • Proactive Anticipation: Ability to anticipate needs before being asked and take initiative to solve problems • Discretion & Judgment: Exercise sound judgment in handling sensitive matters and maintaining confidentiality • Attention to Detail: Zero-error mindset with meticulous attention to accuracy in all work • Adaptability: Thrive in a dynamic environment where priorities can shift rapidly • Communication Excellence: Clear, professional communication with all stakeholders at every level • Tech Savvy: Quick learner with new software and digital tools; comfortable in a paperless environment • Client Service Orientation: White-glove service mentality aligned with our high-net-worth clientele WHAT WE OFFER • Competitive salary commensurate with experience • Comprehensive benefits package including health, dental, and vision insurance • 401(k) with employer match • Generous paid time off and flexible work arrangements • Professional development opportunities and continuing education support • Collaborative culture that values excellence, integrity, and discretion • Opportunity to work with sophisticated clients and complex financial structures WORK ENVIRONMENT & SCHEDULE This is a full-time remote position requiring availability during standard business hours (9:00 AM - 6:00 PM EST), with occasional flexibility needed for urgent matters or time-sensitive deadlines. The ideal candidate will have a dedicated home office space with reliable high-speed internet and minimal distractions. HIRING TIMELINE We are hiring immediately for this critical role. Qualified candidates will be contacted within 5-7 business days of application submission. The interview process will include: • Initial phone screening • Virtual interview with HR • Executive interview with the hiring manager • Reference checks and background verification • Final offer and onboarding HOW TO APPLY If you are a detail-oriented professional who excels in supporting high-level executives and have the background we're seeking, we want to hear from you. Please submit the following to openings@wwmllc.net: • Current resume/CV • Cover letter explaining why you're the ideal candidate for this role • Three professional references (contact information only; we will request permission before reaching out) • Salary expectations Email Subject Line: "Executive Assistant Application - [Your Name]" Applications will be reviewed on a rolling basis. Early submission is encouraged as we intend to fill this position quickly. W. Wealth Management, LLC is an equal opportunity employer committed to building a diverse and inclusive team. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. --- W. Wealth Management, LLC

FINANCE ASSISTANT W. Wealth Management, LLC POSITION: Full-Time, Remote | REPORTS TO: Senior Finance Manager COMPENSATION: $45,000 - $65,000 annually ABOUT US W. Wealth Management is a premier payroll and accounting services firm serving high-net-worth individuals and institutional clients. We deliver institutional-grade financial infrastructure with meticulous attention to detail and excellence. POSITION OVERVIEW We are seeking a detail-oriented Finance Assistant to support our day-to-day financial operations. This role is essential to maintaining accuracy in accounting functions and upholding the high standards our clients expect. KEY RESPONSIBILITIES • Process accounts payable/receivable and maintain accurate general ledger entries • Perform monthly bank and credit card reconciliations • Assist with payroll processing including data entry, timesheet verification, and tax filings • Prepare financial reports, P&L statements, and balance sheets • Support month-end and year-end closing procedures • Maintain organized digital filing systems for financial records • Assist with invoice preparation, billing processes, and expense reimbursements • Support compliance requirements and tax preparation documentation • Coordinate with external accountants, auditors, and tax professionals REQUIRED QUALIFICATIONS • Associate's or Bachelor's degree in Accounting, Finance, or related field • 1-3 years of experience in accounting, bookkeeping, or finance • Proficiency in accounting software (QuickBooks, Xero, or similar) • Advanced Microsoft Excel skills (formulas, pivot tables, VLOOKUP) • Strong attention to detail with commitment to accuracy • Excellent organizational and time management abilities • Ability to work independently in a remote environment • Professional demeanor and ability to handle confidential information PREFERRED QUALIFICATIONS • Experience with payroll systems (ADP, Paychex, Gusto) • Familiarity with high-net-worth client services or family office environments • Knowledge of tax preparation and basic tax accounting • Certified Bookkeeper or working toward CPA certification WHAT WE OFFER • Competitive salary ($45K-$65K based on experience) • Comprehensive benefits: health, dental, vision insurance • 401(k) with employer matching • Paid time off and holidays • Professional development and continuing education support • Remote work flexibility • Clear career advancement opportunities WORK SCHEDULE Full-time remote position, 9:00 AM - 5:00 PM EST, Monday-Friday. Dedicated workspace with reliable internet required. HOW TO APPLY Submit to openings@wwmllc.net with subject line "Finance Assistant Application - [Your Name]": • Current resume/CV • Cover letter highlighting relevant experience • Two professional references • Salary expectations HIRING IMMEDIATELY - Applications reviewed on a rolling basis. W. Wealth Management, LLC is an equal opportunity employer.

We are seeking a creative and experienced Social Media Marketing Manager to join our dynamic marketing team. The ideal candidate will be responsible for developing and executing our social media strategy to enhance brand awareness, engage with our audience, and drive traffic to our digital platforms.Key Responsibilities: Develop and implement a comprehensive social media marketing strategy aligned with the company’s branding and marketing goals. Manage and oversee all social media accounts (e.g., Facebook, Instagram, Twitter, LinkedIn, TikTok) to increase engagement and followers. Create, curate, and manage compelling content (including graphics, videos, and copy) for social media platforms to drive audience interactions and engagement. Monitor social media trends, audience preferences, and competitor activity to refine strategies and tactics. Analyze metrics and performance data to assess the effectiveness of campaigns, providing insights and recommendations for improvement. Collaborate with the marketing team to integrate social media efforts with overall marketing initiatives and promotions. Engage with followers and respond to comments and messages promptly to build community and enhance brand reputation. Develop social media advertising campaigns to drive traffic, leads, and conversions, managing budgets and performance. Stay updated on the latest social media tools, trends, and best practices to ensure innovative and effective strategies.

We are seeking a motivated and experienced Remote Lead Generation Specialist to join our team. In this role, you will be responsible for identifying and generating high-quality leads for our property management services. The ideal candidate will have a strong background in lead generation strategies, excellent communication skills, and the ability to work independently. Key Responsibilities: Conduct research to identify potential clients, including property owners and investors, interested in property management services. Develop and execute targeted lead generation campaigns using various channels, such as email marketing, social media, and networking. Utilize CRM software to track, manage, and follow up on leads effectively. Create compelling outreach materials (emails, presentations, etc.) to engage potential clients. Qualify leads through effective communication and assessment of their needs regarding property management. Collaborate with the marketing team to align lead generation strategies with overall business goals. Provide regular reports on lead generation activities, results, and opportunities for improvement. Stay informed about industry trends and competitor offerings to enhance lead generation efforts.

Harris Urban Properties is a premier real estate company dedicated to helping you find, buy, sell, or invest in exceptional properties in thriving urban centers. We are seeking a skilled and detail-oriented Remote Marketing Automation Specialist to join our dynamic marketing team. The ideal candidate will be responsible for designing, implementing, and optimizing marketing automation strategies that enhance customer engagement, lead nurturing, and overall marketing effectiveness. Key Responsibilities: Develop and manage automated marketing campaigns across various platforms (Email, social media, and website). Create and optimize customer journeys to enhance user experience and increase engagement. Implement lead scoring and segmentation strategies to target specific audiences effectively. Collaborate with the content and design teams to create compelling automated marketing content. Monitor, analyze, and report on the performance of marketing automation campaigns, making data-driven recommendations for improvement. Maintain and optimize marketing automation tools and software (e.g., HubSpot, Marketo, or ActiveCampaign). Conduct A/B testing to refine email messaging, subject lines, and formats for better performance. Stay updated on the latest trends and best practices in marketing automation and digital marketing.

As a [Customer Support Specialist](https://remotetalentcloud.com/apply/), you’ll play a key role in ensuring our clients’ customers receive top-notch support. Your main responsibilities will include:* Responding to customer inquiries via phone, email, and/or chat • Providing fast, friendly, and professional assistance • Troubleshooting product and service issues to find optimal solutions • Maintaining detailed and accurate records of customer interactions • Staying up to date on client products, services, and policies to provide accurate information • Collaborating with teammates and sharing feedback to continuously improve the customer experience Requirements:We’re looking for highly motivated individuals with a customer-first attitude and the ability to work independently. The ideal candidate will have:* This is a fully remote position, but you must be located within the United States • Fluent in speaking, writing, and reading the English language • A reliable Internet connection and computer • A positive, professional attitude and a passion for helping others • The ability to work independently in a distraction-free home office • Previous customer support experience is a plus, but not required Why Apply:* Fully remote: work from anywhere within the United States • Full-time and part-time available • Competitive [hourly pay from $20/hr](https://remotetalentcloud.com/apply/) How to Apply:Please use this link to apply: [https://remotetalentcloud.com/apply/](https://remotetalentcloud.com/apply/)