Executive Virtual Assistant – Remote Scheduling, Data Management & Client Coordination Expert for brighthush Wealth Management Team

About brighthush

brighthush is a distinguished boutique Registered Investment Advisor headquartered in Fort Worth, Texas, with a legacy of delivering tailored financial solutions since 2007. Specializing in retirement planning, investment management, and comprehensive business strategies, brighthush serves high‑net‑worth individuals, retirees, and business owners who demand precision, confidentiality, and a truly personalized client experience. Our success is built on a foundation of organized processes, cutting‑edge technology, and a collaborative team culture that values integrity, continuous learning, and proactive service.

Why This Role Matters

As the Executive Virtual Assistant, you will be the linchpin that keeps our scheduling and appointment‑setting operations running like a well‑oiled machine. Your meticulous attention to detail and superior communication skills will directly influence the efficiency of our client‑facing teams, ensuring that every meeting, call, and follow‑up is flawlessly coordinated. This is a unique opportunity to contribute to a high‑impact wealth management practice while enjoying the flexibility of remote work.

Key Responsibilities

• Data Entry & Maintenance: Accurately enter, update, and verify prospect information, contact details, and appointment records across brighthush’s CRM and related platforms.
• Calendar Management: Assist the Scheduling and Appointment Setting Manager with inputting, organizing, and optimizing calendar data to maximize appointment efficiency.
• Appointment Coordination: Schedule, reschedule, confirm, and send reminders for client meetings, ensuring all parties have the correct details and supporting documentation.
• Record Keeping: Maintain up‑to‑date logs of scheduled appointments, confirmations, and follow‑up activities, and generate regular reports for internal stakeholders.
• Quality Assurance: Review all entered information for accuracy and completeness, promptly correcting discrepancies and flagging potential issues.
• Administrative Support: Perform ancillary tasks such as preparing meeting agendas, drafting correspondence, and managing digital filing systems related to appointment operations.
• Team Communication: Liaise professionally with internal team members, providing timely updates on scheduling changes and ensuring alignment across departments.
• Process Adherence: Follow established brighthush procedures and contribute suggestions for workflow improvements.

Essential Qualifications

• Minimum 3 years of experience in virtual assistance, data entry, administrative support, scheduling, or a closely related role.
• Exceptional written and verbal communication skills in English, with the ability to convey information clearly and courteously.
• Demonstrated strong attention to detail and a proven track record of maintaining high data accuracy.
• Excellent organizational abilities, capable of managing repetitive tasks consistently without loss of quality.
• Proficiency with Microsoft Office (Word, Excel, Outlook) and Google Workspace (Docs, Sheets, Calendar).
• Experience using online scheduling tools and calendar management platforms.
• Reliable high‑speed internet connection and a dedicated, distraction‑free remote work environment.
• Willingness to operate as an Independent Contractor and adhere to business‑hour availability (Central Time, Monday‑Friday, 8 AM–5 PM).

Preferred Qualifications & Technical Skills

• Hands‑on experience with CRM systems, particularly GoHighLevel or comparable platforms.
• Familiarity with appointment‑scheduling software such as Calendly, Acuity, or similar tools.
• Previous exposure to the wealth‑management or financial‑services industry, understanding of client confidentiality standards.
• Ability to quickly learn and adapt to new software ecosystems and internal processes.
• Demonstrated initiative in suggesting and implementing process improvements.

Core Skills & Competencies for Success

• Communication Excellence: Clear, professional, and empathetic interaction with internal teams and external clients.
• Time Management: Prioritizing tasks effectively to meet tight deadlines while juggling multiple scheduling requests.
• Problem Solving: Identifying inconsistencies, troubleshooting scheduling conflicts, and providing swift resolutions.
• Tech Savvy: Comfortable navigating cloud‑based applications, integrating data across platforms, and troubleshooting basic technical issues.
• Confidentiality & Trustworthiness: Handling sensitive client information with the utmost discretion.
• Adaptability: Thriving in a dynamic environment where priorities can shift rapidly.

Work Environment & Culture at brighthush

brighthush fosters a culture of collaboration, continuous improvement, and mutual respect. Even though the role is fully remote, you will be an integral part of a close‑knit team that values open communication and shared success. Our leadership encourages autonomy while providing clear guidance, ensuring you have the resources and support needed to excel.

Key cultural pillars include:

• Professionalism: Maintaining high standards in every client interaction.
• Innovation: Leveraging technology to streamline processes and enhance client experiences.
• Learning Mindset: Access to training resources, webinars, and mentorship from seasoned wealth‑management professionals.
• Work‑Life Balance: Flexible remote setup with clearly defined business‑hour expectations, allowing you to manage personal commitments effectively.

Compensation, Perks & Benefits

We offer a competitive hourly rate ranging from $5 – $7 USD per hour, reflective of experience and performance. In addition to base compensation, you will receive:

• Paid Time Off (PTO) and paid holidays to support rest and rejuvenation.
• Access to professional development courses and industry certifications.
• Opportunities to work closely with senior wealth‑management professionals, gaining insights into high‑net‑worth client servicing.
• Performance‑based incentives and recognition programs.
• A fully remote work arrangement, eliminating commute time and providing flexibility.

Career Growth & Learning Opportunities

At brighthush, your role is a springboard for broader responsibilities within the firm. As you master scheduling and data‑management functions, you may progress to:

• Senior Administrative Coordinator overseeing multiple managers.
• CRM Specialist focusing on system optimization and data analytics.
• Client Services Lead, directly supporting high‑net‑worth client relationships.
• Project Management roles within our operational excellence initiatives.

We invest in your growth through regular feedback sessions, skill‑building workshops, and access to industry conferences. Your success is our success.

How to Apply

If you are a detail‑oriented, self‑motivated professional eager to contribute to a thriving wealth‑management practice, we want to hear from you. Click the link below to submit your application, resume, and a brief cover letter highlighting your relevant experience and why you’re excited to join brighthush.

Apply To This Job

Join brighthush Today

Become a vital part of a forward‑thinking team that values precision, client focus, and continuous improvement. Your expertise in virtual assistance and scheduling will directly impact the quality of service we deliver to our distinguished clientele. Take the next step in your career—apply now and help shape the future of wealth management at brighthush.