Pantheon Investments: Support a Visionary CEO as a Trusted High-Impact Assistant

Job title: Pantheon Investments: Support a Visionary CEO as a Trusted High-Impact Assistant in Sarasota, FL at Great Assistant Company: Great Assistant Job description : Please Note: This job is being posted on behalf of Dave Wolcott (www.pantheoninvest.com/) by Great Assistant (www.greatassistant.com). Great Assistant is a company that works with entrepreneurs to match them to assistants. Dave Wolcott is the CEO of Pantheon Investments, a company that helps entrepreneurs and investors build wealth beyond Wall Street through alternative investments. With over 20 years of experience, Dave developed the Pantheon Holistic Wealth Strategy to help clients create long-term financial freedom and legacy wealth. We're looking for a proactive and organized Virtual Assistant who thrives in a dynamic environment and can support a visionary leader. You'll need to be aligned with our core values: Gratitude Respect & Serving Others First Pursue Mastery & Growth Mindset Honesty & Integrity Lead with Value This role is a mix of communication, task execution, process management, and executive support and is ideal for someone whos structured, tech-savvy, and thrives on helping a visionary leader stay focused on big-picture goals while ensuring the daily details are managed with care and accuracy. Some of your responsibilities will include: Managing the CEO's email and calendar, including scheduling and prioritization Monitoring shared inboxes and responding to client and internal communications Reviewing and adjusting the CEO's calendar to keep priorities on track Supporting the CEO with daily tasks, follow-ups, and key initiatives Tracking investor activity and sending confirmations or onboarding communications Managing accounts payable, contractor payments, and invoice tracking Maintaining CRM data and tagging contacts appropriately Updating operations dashboards and tracking task progress Creating and distributing monthly digital and print newsletters Coordinating the handling of physical mail as needed Assisting with ongoing process improvement and operational support In addition to the above, the ideal candidate must be/have: Detail-oriented and reliable with strong follow-through Proactive and able to anticipate needs before they arise Highly organized and comfortable managing multiple moving parts Clear, friendly, and professional communicator Able to work independently but also collaborates well with others Trustworthy and committed to confidentiality Mission-aligned with a strong sense of purpose Tech savvy and quick to learn new tools and software Comfortable working with a visionary, big-picture leader while managing the details that bring ideas to life Thrives in a collaborative, open environment with clear communication and consistent follow-through Able to stay grounded and organized while supporting high-level strategy and fast-moving priorities Experience with the following tools is a plus! Google Workspace Gmail and GCal Slack Monday.com Ontraport Canva Position Details This is a 1099 contractor position Benefits include: PTO, Sick Time, Paid Holidays The position will be 30-40 hours per week Hours are Monday-Friday, flexible hours between 8:00am - 5:00pm EST Some travel may be required (up to 10% yearly) The pay rate is $25/hr USD We're looking for someone to become a long-term (3+ years) team member Please do not contact Dave Wolcott or Pantheon Investments directly; doing so will disqualify your application. Expected salary : $25 per hour Location : Sarasota, FL Apply for the job now! Apply for this job