Executive Assistant to the CEO (Finance Firm)

EXECUTIVE ASSISTANT (in-office Ukiah, CA)

Who we’re looking for…

We are looking for a fast, detail-oriented person to manage all of the administrative functions of our businesses to directly support the CEO and the expansion of the firm.

Who we are…

Welcome to Prosperent Co. We’re a CPA-led wealth management firm, specializing in personal finance, wealth management and consulting services for successful entrepreneurs and professionals..

We’re a team of credentialed financial experts who hold the public trust with our commitment to integrity, objectivity, and independence. We focus on personal finance because, at the end of the day, it all comes down to the fact that there is a person behind every business…a person who has important life goals to achieve. .

Our credentials represent the highest ethics and standards in the financial industry, including Certified Public Accountants, Personal Financial Specialists, and Certified Financial Planners®.

We’re building a team of financial professionals who are changing our industry—and changing the world:

WE ARE FAST-PACE, TECH SAAVY, AND MOVING RAPIDLY INTO AI. YOU MUST BE ABLE TO HANDLE NEW SOFTWARES AND A VIRTUAL WORLD - WE ARE A PAPERLESS OFFICE.

Overall Duties & Responsibilities

You will be wearing multiple hats that include functions of an executive assistant, a client coordinator, a portfolio administrator, light in-house bookkeeper, a sales & marketing assistant, compliance officer and maybe more.

Heavy Executive Assistant Functions

• Managing the tasks and scheduling of the CEOs functions
• Manage CEO’s email, messaging, tasks, getting sh$t done! Your job is to take the load off the CEO and make sure it stays off. You are the buffer, so the CEO is not bogged down.
• Assist with getting signatures, onboarding, contracts, legal forms etc
• We run the company by stats - so collecting current key data and preparing stat reports is vital
• Seeing inefficiencies and helping smooth out operations and data
• Setting up new clients and staff on our digital platforms and task management systems

Heavy Portfolio Administrator Functions

• Manage the applications, data, and account management for new insurance applications
• Managing and setting up new investment accounts on various custodian platforms
• Administer transactions and investment instructions for advisors.
• Manage and help set up our new CRM

Light HR Functions

• Manage the hiring and onboarding of new staff (if needed)
• Process payroll
• Keep up and communicate our policies
• Keep track of licenses, CE and compliance requirements for licensed reps and staff

Light Bookkeeping Functions

• Light bookkeeping, paying a bill here and there, and keeping books current.
• Manage bank accounts, vendors, account renewals, etc
• Client invoicing for taxes, projects, billed hours, and managing recurring payments

Light Sales & Marketing Administrative Functions

• Assist with getting client data and agreements
• Working with our media firm for events and publications
• Possible attendance with CEO at conferences 1-3x year

Requirements & qualifications

• A Bachelor's degree in business or finance or a related field is desirable.
• 5-8 years of experience in executive assistant, office manager preferably in financial services
• Proficiency with computers, software, CRMs, and working in a virtual office environment
• Strong attention to detail and organizational skills.
• Knowledge of quickbooks online, payroll and payroll requirements
• We are a finance firm - a background as a portfolio administrator is preferred - you will have to read and understand financial documents for signatures, data gathering, etc. This may be a path for your Para-Planners Certificate if more financial planning support is needed.
• Knowledge of ChatGPT, Claude and fast learner on new AI
• Light travel to support CEO events (possible conferences occasionally)
• Excellent communication and collaboration abilities.
• Extraordinary computer skills are a must, including fast typing, learning new software
• MUST BE FAST ON THE COMPUTER WITH GOOD KNOWLEDGE OF EXCEL/SHEETS
• Must be able to keep track of tasks and set up smooth running operations..
• Must be able to comfortably CALL PEOPLE (not just text or email)

Additional information & benefits

• Hourly rate $20-30/hr
• In-office hours M-F 8:30am-3pm M-F (30hrs for now, likely FT in very short time)
• Paid holidays, vacation & sick pay
• Production bonuses
• Health ins & 401k not yet available, but will be added as we expand

How to apply

Interested candidates should submit their resume and a cover letter detailing their relevant experience and interest in the position to

Pay: $20.00 - $30.00 per hour

Benefits:

• Paid time off
• Professional development assistance

Work Location: In person

Salary : $20 - $30