InsideOut Virtual Assistants
The Executive Assistant will manage the advisor's back office operations, support client onboarding and workshops, and leverage AI tools to automate workflows. This fully remote role requires strong communication skills in English and Spanish, along with experience in the financial advisory industry. The ideal candidate will be proactive, tech-savvy, and capable of handling sensitive client interactions with professionalism.
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.