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Executive Relationship Specialist - Remote

Posted 5 weeks ago
All others
Full Time
NC, USA

Overview

Wisepath Group is seeking a motivated, forward-thinking Executive Relationship Specialist to join our team. This individual will provide comprehensive support for our leadership by handling general administrative tasks, proactively managing communications, coordinating executive activities, and offering strategic insights. A key focus of this role is fostering trust, loyalty, and long-term collaboration with potential channel partners.

In Short

  • Coordinate schedules for senior leadership, ensuring efficient use of time and alignment of key priorities.
  • Manage calendars, travel arrangements, and expense reports for executives.
  • Act as the primary point of contact for inbound communications.
  • Draft, proofread, and distribute executive-level communications.
  • Serve as the liaison between executives and potential channel partners.
  • Plan, schedule, and facilitate internal and external meetings.
  • Collaborate with executives to identify growth opportunities.
  • Communicate new processes, rules, and regulations to team members.
  • Assist with visitor reception and ensure a professional environment.
  • Maintain an awareness of market trends and competitor activities.

Requirements

  • High school diploma required; associate or bachelor’s degree is a plus.
  • 1–2 years of experience as an administrative assistant or in a similar role.
  • Strong attention to detail and organizational aptitude.
  • Exceptional written and verbal communication skills.
  • Proficiency in Microsoft Office and scheduling software.
  • Resourcefulness and creativity in problem-solving.
  • Ability to maintain confidentiality and professionalism.
  • Able to work collaboratively with diverse teams.

Benefits

  • Paid Time Off: Vacation, sick days, and holidays.
  • Access to training programs and certifications.
  • Remote work arrangement for most of the week.
  • Casual dress code on in-office days.
  • Gym memberships and wellness programs.
  • Free parking at office locations.
  • Corporate discounts on services and products.
Wisepath Group logo

Wisepath Group

Wisepath Group is a forward-thinking and rapidly growing company that specializes in estate planning and trust creation. The company is dedicated to empowering clients by guiding them through every step of the estate planning process, which includes preparing essential documents, educating clients on their options, and providing mentorship to secure their future. With a focus on client education and support, Wisepath Group leverages advanced technology to enhance the client experience, all while operating in a fully remote environment.

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