For advisory firms and RIAs, a Executive Assistant plugs into the new-client onboarding and annual review prep — taking on inbox & calendar and travel coordination so lead advisors and operations directors stop carrying the work themselves. They work inside the same tools you already run on, including Google Workspace and Microsoft 365 alongside Redtail, and inherit the SOPs your team has already documented.
Every Executive Assistant we place in financial services works against Reg BI, SEC/FINRA recordkeeping, and client document control. We solve the day-to-day pain advisory firms and RIAs feel most: advisors buried in onboarding paperwork instead of advice. They onboard onto your financial services stack (typically Redtail, Wealthbox, Salesforce FSC) inside the first week, with your SOPs as the source of truth.
In the first 30 days, your Executive Assistant for Financial Services ships the daily inbox triage report (daily) and the weekly calendar plan (weekly), plus the recurring work that defines the role: triage and respond to email on your behalf using your tone of voice, and own your calendar — scheduling, rescheduling, and protecting deep-work blocks. Your account manager runs a weekly review against the role's SOP and the financial services-specific checklist so quality is measured, not assumed.