InsideOut Virtual Assistants
The Executive Assistant will serve as the operational right hand to the Founder/CEO of a boutique Registered Investment Advisory firm, managing CRM systems, client communications, calendar and inbox, and supporting marketing and lead generation activities. The role requires proactive, self‑directed management of workflows, automation, and AI tools to improve efficiency and maintain high‑accountability standards.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for InsideOut Virtual Assistants.
76% below the average for this role