Executive Assistant / Marketing Coordinator

We’re hiring an Experienced Executive Assistant (with a financial edge).

Not entry-level. Project & Task-based detail-oriented work with big-picture organizational focus. Critical thinking required. Former project/team management can replace Exec Asst experience.

This is a right-hand operator role inside a boutique wealth management firm.

Goldbloom Wealth Management (GWM) serves a small group of high-net-worth clients through a “more important than money / True Wealth” philosophy—and we’re growing.

We’re looking for someone who can step in and own execution at a high level while getting the hands-on work done using dual CRM, existing systems post a merger (Outlook and MSFT pkg and GSuite, Slack and Teams, all in use , in collaborative manner. )

What makes this different:

• Direct access to the principal advisor (with direct, fast-paced communication style)

• High-trust, high-discretion environment

• Blend of Exec Asst, Ops/Admin, client communication, and marketing

• Exposure to real wealth advisory, marketing, client service, biz dev work (this is not admin only)

• Satisfaction from results achieved for clients we attract & serve will make the world a better place for all, in addition to any bonuses depending on licensing or not

You might be a fit if you:

• Have supported a founder, advisor, or senior executive

• Are extremely organized and detail-oriented

• Write well and communicate professionally

• Take initiative and don’t need hand-holding

• Technical skills ranging from software (Excel, AI, etc), tech troubleshooting

Bonus points if you have:

• Series 65, Washington Insurance License, Financial services background

• Asana or other Project Management software experience

• Msft, Asana/Project Mgmt & GSuite experience

The Role:

• Calendar, inbox, client coordination

• Marketing client communications from bank of copy ready for GWM customization

• Content thought leadership support

• Special projects (including an AI-assisted book update)

Details:

Part-time (25–30 hrs/week)

Remote (local = plus)

~$35-$40/hour (1099) ( potential bonus compensation for certain structures depending on licensing and results)

If you’re an A operator who wants meaningful work in a high-quality environment—this is that role.

Apply: steveg@gwmteam.com cc ianf@gwmteam.com & execadmin@gwmteam.com

• Or apply directly on LinkedIn.