Remote Fractional Executive Assistant for UHNW Wealth

Momentum Wealth Partners; Philadelphia (Philadelphia County); Remote; USD 55,000 - 83,000; Part time

Job summary

Momentum Wealth Partners seeks a highly sophisticated Fractional Executive Assistant to provide elite administrative and operational support to its UHNW wealth management practice. The role is remote and part-time, requiring 10–20 hours per week with US national coverage and East Coast time-zone availability preferred.

Responsibilities include calendar management across multiple time zones, screening requests, coordinating high-touch meetings, and handling money movement tasks across Fidelity,

Qualifications

• 5+ years supporting C-level executives or advisory founders, preferably in wealth management or family offices.
• Experience with UHNW structures and charitable trusts is highly preferred.
• Strong discretion and ability to maintain confidentiality with sensitive client information.
• Comfort navigating multi-custodian platforms and coordinating complex scheduling across time zones.

Responsibilities

• Manage and optimize complex calendars across all US time zones for the advisor and team.
• Screen scheduling requests, resolve conflicts, and prioritize urgent matters to protect the advisor's time.
• Coordinate high-touch meeting logistics, including client agendas and tech setups (Zoom/Teams).
• Process money movement requests securely across multiple custodian platforms (Fidelity, Schwab, Pershing, etc.).
• Prepare and track critical client paperwork and ensure compliant routing and approvals.
• Maintain data integrity in Redtail CRM and Orion, logging notes and workflows.

Skills

Redtail CRM

Orion CRM

Discretion

Elite communication

Calendar management

Travel logistics

Money movement

Education

Bachelor's degree in Business Administration

Associates degree acceptable

Tools

Fidelity

Schwab

Pershing

LPL

Job description

Momentum Wealth Partners seeks a highly sophisticated Fractional Executive Assistant to provide elite administrative and operational support to its UHNW wealth management practice. The role is remote and part-time, requiring 10–20 hours per week with US national coverage and East Coast time-zone availability preferred.

Responsibilities include calendar management across multiple time zones, screening requests, coordinating high-touch meetings, and handling money movement tasks across Fidelity,