Client Overview

Our client is a fractional CFO serving multiple jewelry brands across the United States. This growing professional services practice helps high-end retail brands optimize their financial operations and strategic positioning. The business is expanding and needs a capable right hand to manage critical business operations and personal brand development.

Job Description

You will serve as the trusted partner to a fractional CFO managing multiple jewelry brand clients. You'll own the administrative backbone of the business while helping build and amplify a personal brand in the financial services space. This role blends executive support, relationship management, client follow-up, and social media content distribution. You'll be the connective tissue that keeps operations running smoothly while ensuring no opportunity or relationship falls through the cracks. If you thrive on variety, ownership, and strategic execution, this is your role.

Schedule: Monday to Friday8am EST to 12pm EST

Responsibilities

• Manage invoice processing, billing, expense tracking, and financial record organization using

• Quicken Maintain and update Folk CRM with client contacts, meeting notes, and strategic follow-up actions

• Coordinate personal meeting arrangements, scheduling, and calendar management via Gmail

• Repurpose written content and blog posts into tailored social media content across multiple platforms

• Execute strategic follow-up with contacts, prospects, and networking connections to nurture relationships

• Draft and distribute basic newsletters to maintain audience engagement Handle day-to-day administrative tasks and business operations support

• Communicate proactively via Slack and Gmail to keep workflows moving efficiently

Must-Have Requirements

• Proven experience in executive assistant or operations assistant roles Strong written communication skills with ability to represent a professional brand

• Experience with social media content creation and personal brand building

• Comfortable learning new platforms quickly, including CRM and financial tracking tools Ability to manage multiple priorities independently with minimal oversight

• Excellent organizational skills and attention to detail

Nice-to-Have Requirements

• Bonus if you've worked with Folk CRM or similar relationship management platforms

• It helps if you have experience supporting financial services professionals or fractional executives

• Bonus if you're familiar with Quicken or similar expense and billing software

• It helps if you have a marketing background with content repurposing experience

Why Join This Team

• Remote work with flexibility to grow into full-time as the business expands Starting at 20 hours per week with clear path to increased responsibility

• Work directly with a business owner, giving you visibility and decision-making influence

• Diverse role combining administrative excellence with creative marketing execution Long-term opportunity to grow alongside an expanding professional services practice Apply now. Start helping.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations (for full-time roles only)

Note

• Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.