Executive Assistant - $20 to $25 hourly
Elevation Financial Group
Posted ago
Elevation Financial Group

An individual with a positive outlook and a passion for helping others succeed while supporting the needs of a small business. We are looking for an excellent communicator, an individual that takes great pride in work quality pays attention to the details, is tech-savvy, and excels at multitasking. All disciplines and experience across all industries are encouraged to apply. We are looking for someone that can adhere to the importance of rules and regulations. The individual that fills this position will be working with professionals that are bound by regulations set by FINRA. Please apply for this position if you are looking for a long-term career opportunity with a company that promotes a professional culture of respect, kindness, and transparency. 

Please make sure you are completing all assessments to be considered!


  • $20 - $25 hourly


The executive assistant will work directly with the executive and other team members to assist with a variety of business-related tasks that includes managing multiple complex professional calendars, planning and organizing events, creating social media content to promote community engagement, etc.


  • A minimum of 3 years of direct hands-on experience in a role related to executive assistance and office administration.
  • Able to manage and optimize multiple executives’ professional day-to-day schedules in such a way that they can complete their obligations in the most organized and efficient way.
  • Remote working experience is a definite plus!
  • Professional experience with small business marketing, social media content management, and basic graphic design understanding.
  • Excellent time management skills with calendar time blocking.
  • Advanced knowledge of online tools and software such as Outlook, Virtual Meeting Software, CRMs, Design Software such as Canva, etc., and with the ability to learn new tools quickly.
  • Ability to work confidentially with a high degree of discretion.
  • Ability to work independently with a high level of self-accountability.
  • Ability to multitask and prioritize work as needed.
  • Document and email management.
  • Planning and scheduling meetings, conferences, and travel.
  • Excellent interpersonal communication.
  • Strong writing skills.
  • Highly organized.

Work From Home Requirements:

  • Have a quiet and private workplace.
  • High-Speed Internet with the ability to hardwire via ethernet from a cable modem to your PC. Must be a sufficient speed to support video/web/audio and voice-over-IP (VOIP) (not less than 5mbps). Wi-Fi and hotspots are not supported.
  • You must meet all the technical requirements prior to the first day of training.
  • You must live in one of the following states: Preferably NM or CO but will consider AZ, TX, NV, CA, or UT.
  • Background Check

Vaccination Policy: Elevation Financial Group, Inc. requires all employees to be up to date with their COVID vaccinations before entering our office space or attending in-person meetings or events.

We Set You Up for Success:

  • Full-time hours with flexibility; No Overtime
  • 100% remote (work from home) or hybrid - An opportunity to gain experience and strengthen your skills in the remote workspace
  • Quarterly Professional Development
  • Steady work with the same clients for years!
  • Paid training and travel to our office in Santa Fe, New Mexico
  • In-house Technical Support
  • Learning and development opportunities in the financial planning industry
  • Daily team virtual check-ins

Benefits for Your Hard Work:

  • W-2 employment status
  • Paid lunches once a week
  • Retirement plan with employer match (after one year)
  • Paid time off, including vacation/sick leave
  • Paid day off for your birthday
  • Twelve (12) paid company holidays with a year-end extended winter break
  • Technology stipend
  • Complimentary financial planning
  • Ongoing mentoring and support from your EFG team

$20 - $25 hourly
About Elevation Financial Group

Elevation Financial Group, Inc. is a woman owned business that has been in business for 15 years with a proven record of stability and continued growth in the financial planning and wealth management industry. EFG provides unique services that include financial planning, investment planning, and student loan management to help people in the community work towards financial success. EFG strives to make each member of the organization feel supported and encouraged to have a healthy work-life balance. People are EFG’s most valuable asset. The EFG office is located in Santa Fe, New Mexico. Please click to learn more about Santa Fe, NM.

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