Administrative / Executive Assistant - Exceptional Generalist

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TYPE OF WORK

Any

SALARY

$800-$2000+ Depending on experience

HOURS PER WEEK

40

DATE UPDATED

Oct 9, 2026

JOB OVERVIEW

Full-Time · Long-Term · Ascend Prime Wealth

Love figuring things out, learning fast, and getting things done right?

We’re looking for someone who specializes in being the best possible generalist they can.
- someone capable, resourceful, very tech-savvy, and lovely to work with.

Here’s the working relationship we’re looking for: we hop on a quick Zoom call-often 1-5 minutes for a routine task.
The founder explains what he needs and gives you the relevant information.
You understand the assignment, figure out the steps, and get it done competently, accurately, and clearly.

If a task is more involved, Alan will let you know upfront.
For straightforward tasks, you’re comfortable doing a quick Google search, using available resources, learning the process, and moving forward independently.

If you love being the person who can say, “I can figure that out,” and then actually follow through, this could be a great fit.

A role for someone who loves variety
At Ascend Prime Wealth (APW), you’ll support the C.E.O. and daily business operations through a wide range of administrative and miscellaneous tasks.

One day, you might organize information or update a CRM. Another day, you might:

Create a Yelp page for a client using the information provided.
Complete a Secretary of State filing using the supplied information and instructions.
Create or update a Dun & Bradstreet listing.
Complete a 411 business listing.
Organize tasks, schedules, documents, or follow-ups.
Work on organizing files & systems
Work with A.I.
Check in on staff
Learn a new tool or process and put it into action.

You don’t need to have done every task before. You do need to be excellent at learning, researching, following instructions, and implementing what you learn.

You’ll build practical skills across AI, software, client support, and business operations while becoming a trusted, valuable long-term part of APW.

The person we’re looking for
We want a 5-star assistant who’s really, really good at doing things and learning things - with a great attitude and a phenomenal positive mindset.

Someone who is:

Very proficient, tech-savvy, intuitive, quick, and resourceful.
Warm, happy, positive, easygoing, and lovely to work with.
Excellent at interpersonal relationships and making people feel heard.
A great listener, an excellent communicator, and very reasonable.
Detail-oriented, structured, precise, accurate, and clear.
Honest, hardworking, reliable, and punctual.
Solution-oriented, innovative, and able to follow instructions carefully.
Proactive about contributing to the space and going above and beyond.
Empowered: someone who finds the solution and becomes part of the solution.
Getting it done means getting it right

Accuracy matters. Names, addresses, business details, dates, and submitted information must match the information provided.

Double- and triple-check your work. Follow the instructions, verify the details, and check the finished result before calling a task complete.

If information is missing or instructions are unclear, ask a precise question early. If you discover a mistake, be honest, communicate it, and take ownership of correcting it.

Alan will provide the structure for organizing, backing up, and tracking the work. You’ll keep information, task status, timestamps, and completion records clear and visible within that structure.

Comfortable with software. Excited to learn.
You should be good at working across different software and learning unfamiliar systems very quickly and clearly.

Tools may include Trello, GoHighLevel, ChatGPT, Claude, Meta, and Notion.

Notion experience is helpful, but it is not required. Being able to learn the system and use it effectively matters more.

You’ll use training videos, written instructions, quick research, and practical problem-solving to complete varied tasks.

Proud of your time, activity, and output
You’re mindful and productive with your time. You log it accurately and enjoy seeing what you’ve accomplished.

You see metrics as inspiring and empowering - a way to improve your accuracy, efficiency, follow-through, and output.

You’re constantly inspired to learn more, become better, and become greater at what you do.

Next Steps:
Send a loom video including:
- A little bit about yourself
- Your passions
- Why you want to work with us
- Relevant experience
- Why you believe you are the best fit
- Full time? Available hours in PST?
- Requested compensation


To reiterate: for a routine task, the goal is a quick Zoom briefing:
- “Here’s what I need you to do” - followed by you figuring it out, doing it competently, double- and triple-checking it, and keeping the completed work clearly tracked.
- You will receive appropriate training, however you are also responsible in being an excellent listener, and executing at peak proficiency

If that way of working sounds natural to you, and you bring both excellent work and great energy to the space, we’d love to hear from you.

SKILL REQUIREMENT
Personal Assistant Executive Assistance AI Automation
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