Role overview WealthPromise is a parent company overseeing multiple operating businesses. We are seeking a seasoned Executive Assistant to provide high-level, structured support to executive leadership across this portfolio. This role supports an executive who operates across multiple companies and initiatives simultaneously.

The Executive Assistant must be comfortable managing complexity, protecting executive focus, and maintaining consistency across parallel workstreams. This position is not an entry-level role . It is designed for a professional who has already supported senior leadership and understands how to operate with judgment, discretion, and minimal supervision.

Key Responsibilities

Executive calendar management (portfolio-based) Manage executive scheduling across multiple companies and initiatives Coordinate meetings, confirmations, reschedules, and preparation Maintain a clear calendar structure that reflects shifting priorities without becoming reactive Ensure meetings are properly documented and followed through Communication inbox management Manage executive inbox flow across multiple business contexts Draft, route, and organize written communication with discretion Maintain consistent tone and messaging across internal and external correspondence Track communications to ensure timely responses and closure Task tracking follow-through Monitor commitments, deadlines, and action items across multiple businesses Maintain visibility into workstreams without losing detail or accuracy Follow up professionally with internal and external stakeholders Ensure tasks continue progressing across companies and initiatives Operational support Maintain organized files, documentation, and workflows across entities Follow established processes precisely and consistently Support cross-company coordination while keeping priorities clearly defined Adapt to changes in direction while maintaining structure and quality Working style fit This role is best suited for someone who: Prefers a structured, professional work environment Is comfortable supporting an executive who operates across multiple businesses Works steadily and accurately without rushing Values clarity, process, and organization Communicates clearly and professionally in writing Maintains discretion when handling sensitive information across entities Experience

Qualifications

3+ years supporting an executive or senior leader Experience working in a multi-project or multi-entity environment Strong written communication and organizational skills High attention to detail and process adherence Professional judgment and discretion Tools systems Calendar and email platforms (Google or Outlook) Project and task management tools (e.g., Monday.com) CRM systems (e.g., HubSpot) Hiring platforms (Greenhouse, BambooHR)