ROLE SUMMARY

ABOUT THE COMPANY

Poder Wealth is a values-based financial advisory firm founded by Anna N’Jie-Konte, CFP®, that serves women of color and first-generation wealth builders. With over six years of entrepreneurial leadership and a decade of financial expertise, Poder Wealth helps clients build intentional wealth through personalized financial planning, investment management, and education. The firm operates virtually and integrates modern systems, human-first service, and cultural fluency to deliver a high-touch, high-trust client experience. As both a business owner and real estate investor, Anna leads Poder Wealth with a mission of inclusion, clarity, and empowerment in the world of finance.

ABOUT THE ROLE

This Executive Assistant role is a vital function to protect the CEO’s time, maintain smooth daily operations, and manage both professional and personal logistics. The role is a central point of coordination for internal workflows, client-facing communication, and public brand engagements. As Anna continues to grow her visibility and client base while managing real estate investments and family life, this role will become a key right-hand partner. This is a full-time, high-trust position that offers the opportunity to be deeply embedded in a purpose-driven business with high expectations and a meaningful mission.


This position is perfect for someone who:

✅ Thrives in fast-paced environments and keeps things organized without being asked

✅ Is confident and proactive with communication, especially when representing executives

✅ Understands how to prioritize, triage, and protect a busy executive’s time

✅ Can deliver white-glove, client-first service to high-net-worth individuals

✅ Balances strong attention to detail with efficiency and critical thinking

✅ Is comfortable managing a blend of business, branding, and personal admin tasks

ROLE RESPONSIBILITIES

1. CALENDAR & INBOX MANAGEMENT

Protect executive time and streamline communications across personal and business channels.

• Manage daily scheduling, appointments, and time blocks across multiple commitments
• Coordinate meetings with clients, contractors, vendors, and team members
• Review, triage, and organize emails; prioritize and flag urgent messages
• Draft or prepare responses and maintain clear communication workflows
• Hold daily morning syncs and provide end-of-day updates or summaries

2. BRANDING & PUBLIC ENGAGEMENT SUPPORT

Support Anna’s personal brand, public presence, and visibility in external-facing initiatives.

• Manage logistics and coordination for speaking engagements, podcasts, and webinars
• Track deadlines and ensure bios, headshots, slides, or deliverables are submitted on time
• Schedule preparation time for presentations and ensure calendar is aligned
• Handle outreach, follow-up, and scheduling for guest appearances
• Maintain a clean digital record of appearances, deliverables, and event info

3. FILE, SYSTEM & CRM ORGANIZATION

Bring structure to information systems across business and personal workflows.

• Maintain and organize Google Drive, Airtable, and SOP documentation
• Create logical and searchable folder systems for both personal and business use
• Track and store receipts for contractors, travel, and business expenses
• Ensure documents tied to emails (e.g. receipts, contracts) are filed appropriately
• Maintain accurate records and contact data in Wealthbox CRM

4. TEAM & PROJECT COORDINATION

Ensure accountability and preparedness across contractors and internal collaborators.

• Liaise with podcast editor, marketing contractors, and other vendors
• Coordinate with internal financial planner to ensure timely prep and delivery of reports
• Confirm task completion and follow up on deadlines
• Help manage projects related to service delivery, operations, and internal initiatives
• Keep team workflows running smoothly through proactive communication

5. SYSTEMS & TOOL SUPPORT

Support ongoing maintenance of tools and workflows used across the business.

• Work primarily in Google Workspace, Slack, Airtable, Zapier, Kajabi, and DocuSign
• Manage templates, automations, and publishing (e.g. newsletter via Kajabi)
• Support the use of workflows tied to client and visibility operations
• Maintain clean, functional tech systems across business processes

6. PERSONAL & FAMILY TASK SUPPORT

Provide life logistics support to help the executive operate more efficiently.

• Schedule doctor appointments, school tasks, and coordinate with vendors or contractors
• Track, organize, and submit receipts to support bookkeeping and tax processes
• Assist with administrative aspects of real estate (e.g. vendor scheduling, document storge)
• Maintain personal records and support other household admin needs as requested

Although the responsibilities outlined above will form the core focus of your role, please note that your hiring manager may assign additional relevant tasks as needed to align with the evolving objectives of your position and the overall goals of our business.

ROLE QUALIFICATIONS

REQUIRED QUALIFICATIONS

• 2+ years of experience as an Executive Assistant or Virtual Assistant in a high-trust administrative role
• Strong written and verbal communication skills in both English and Spanish
• Exceptional organizational skills, prioritization ability, and follow-through
• Proven ability to work independently with minimal oversight
• Confident handling client-facing communication and external scheduling
• Demonstrated experience with inbox triage and calendar management
• Comfortable navigating SOPs, documenting systems, and organizing files
• Must have own webcam, microphone, and computer (relevant software and subscriptions provided)
• Excellent English verbal and written language proficiency (C1–C2 on the CEFR scale)
• Access to a quiet work area at home with reliable internet (minimum 100 Mbps)

PREFERRED ("NICE-TO-HAVE") QUALIFICATIONS

• Familiarity with tools like Airtable, Zapier, Kajabi, DocuSign, and Wealthbox CRM
• Prior experience supporting a founder or high-profile executive
• Knowledge of financial planning, real estate, or client services industries
• Interest in women’s leadership, wealth empowerment, or first-generation wealth building
• Experience supporting personal brand management or public speaking logistics

ROLE SPECIFICATIONS

• Base Salary: Q10,000 base salary.
• Role type: Full-time.
  
• Location: Guatemala (Remote - Work from home).
• Schedule: Monday to Friday: 7:00 AM - 4:00 PM.

RECRUITING PROCESS

• Application / Screening: When you apply for this position, we will ask you a short questionnaire to get to know you a little bit better and ask you for some additional inputs to see if you qualify for the position. In addition, we will ask you to complete a short psychometric evaluation and a short English proficiency assessment. The idea is to explore if this is a good fit before moving forward.

• Skills Assessment: You will be asked to complete a few exercises and/or projects designed to recreate the work tasks that you will be responsible for if you are given the role. This helps us gauge your skill level as well as give you a better idea of the required work.

• Skills Assessment Interview: This is a 60 min - 90 min conversation where we further test your skills, learn about your previous working experiences, and evaluate culture fit to the role and company.

• Hiring Manager Final Interview: This is a 30 min - 60 min conversation with the position’s Hiring Manager (and potentially a few company team members) to get to know you better and to set the expectations and vision for the role.

The entire process usually takes anywhere between 2-4 weeks to complete depending on the seniority of the position.

CONTACT US

If you have any questions or run into any complications while submitting your application, please reach out to:

recruitment@trymeteor.com

+502 4466 9652