Offer summary

Qualifications:

Proactive and organized with strong attention to detail., Tech-savvy and quick to learn new tools and software., Excellent communication skills, both clear and professional., Experience with tools like Google Workspace, Slack, and Monday.com is a plus..

Key responsabilities:

Manage the CEO's email and calendar, ensuring prioritization and scheduling.

Monitor shared inboxes and respond to client and internal communications.

Support the CEO with daily tasks, follow-ups, and key initiatives.

Track investor activity and manage accounts payable and invoice tracking.

Job description

Please Note: This job is being posted on behalf of Dave Wolcott (www.pantheoninvest.com/) by Great Assistant (www.greatassistant.com). Great Assistant is a company that works with entrepreneurs to match them to assistants.

Dave Wolcott is the CEO of Pantheon Investments, a company that helps entrepreneurs and investors build wealth beyond Wall Street through alternative investments. With over 20 years of experience, Dave developed the Pantheon Holistic Wealth Strategy to help clients create long-term financial freedom and legacy wealth.

We're looking for a proactive and organized Virtual Assistant who thrives in a dynamic environment and can support a visionary leader. You'll need to be aligned with our core values:

Gratitude

Respect & Serving Others First
Pursue Mastery & Growth Mindset
Honesty & Integrity
Lead with Value

This role is a mix of communication, task execution, process management, and executive support and is ideal for someone whos structured, tech-savvy, and thrives on helping a visionary leader stay focused on big-picture goals while ensuring the daily details are managed with care and accuracy.

Some of your responsibilities will include:

Managing the CEO's email and calendar, including scheduling and prioritization
Monitoring shared inboxes and responding to client and internal communications
Reviewing and adjusting the CEO's calendar to keep priorities on track
Supporting the CEO with daily tasks, follow-ups, and key initiatives
Tracking investor activity and sending confirmations or onboarding communications
Managing accounts payable, contractor payments, and invoice tracking
Maintaining CRM data and tagging contacts appropriately
Updating operations dashboards and tracking task progress
Creating and distributing monthly digital and print newsletters
Coordinating the handling of physical mail as needed
Assisting with ongoing process improvement and operational support

In addition to the above, the ideal candidate must be/have:

Detail-oriented and reliable with strong follow-through
Proactive and able to anticipate needs before they arise
Highly organized and comfortable managing multiple moving parts
Clear, friendly, and professional communicator
Able to work independently but also collaborates well with others
Trustworthy and committed to confidentiality
Mission-aligned with a strong sense of purpose
Tech savvy and quick to learn new tools and software
Comfortable working with a visionary, big-picture leader while managing the details that bring ideas to life
Thrives in a collaborative, open environment with clear communication and consistent follow-through
Able to stay grounded and organized while supporting high-level strategy and fast-moving priorities

Experience with the following tools is a plus!