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Dear Prospective Team Member,

Firstly, thank you for taking the time to read this job notice. I hope that you have precisely what we’re looking for in a candidate so my team can take this posting down immediately and put you to work in the fun and rewarding position we have available.

Let me first begin by sharing a little about our company and the position we currently have available.

My name is Nathan Garcia and my company is called Pocket Planner Inc. We’re a successful group of businesses which span across a number of different sectors including software, training and coaching and business development.

This position of Executive Assistant is within Pocket Planner. The US leader within the Financial Software industry. Our business is the only, client-connection driven, ‘done for you’ financial plan in the US. We offer a results driven service, here to act as a trusted partner for individuals who know they could be seeing better results from their finances. We’re here to help as many proactive and positive small-medium business owners, who are committed and open to utilising our knowledge of financial planning. Because we’re looking for the best candidates for this position we don’t want your location to prohibit you from joining our team; that’s why we operate a distributed team model, so you have the opportunity to work remotely.

Are You An “A-Player”?

There are a lot of jobs out there today…

At Pocket Planner we’re ONLY looking for “A-Players” to join our team.

© 2021 Pocket Planner Inc – All rights reserved. Do not share, copy, reproduce or sell any part of this document unless you have written permission from Pocket Planner Inc.. All infringements will be prosecuted. If you are the personal owner of the Pocket Planner Inc.  End User License then you may use it for your own use but not for any other purpose.

“A-Players” are people who are committed to excellence in all that they do.

They can get a job anywhere, but they take the time to research the companies they’re considering working for. They’re selective in the interviews they go to, and they “go the extra mile” in searching for the “right” position, because they’re looking for more than a job… they’re looking for a long-term career opportunity.

They’re looking to be part of a team where they can make a positive impact on the world through the work they do, whilst being challenged to become a better version of themselves.

If that doesn’t sound like you, then feel free to stop reading this page now.

If you think you are an “A-Player”, then please read on to learn more about the exciting opportunity we have available for the right candidate.

Fair Warning

Our hiring process isn’t quick and easy.

We’re going to ask you to jump through a few hoops to prove your character and values align with ours.

You’ll be asked to take multiple tests. You’ll have a least 2 interviews.

And we’re going to take our time in making sure you’re someone we want to invest our time and resources in growing..

What we’re really looking for is someone who wants to grow with us in the years to come. Ok, if I still haven’t scared you away just yet, let’s continue…

Main aim: To Support the Business and CEO

List of Responsibilities For This Position

  • Manage all Incoming communications;
  •   Manage all scheduling;
  •   Oversee personal tasks;
  • Assist in maintaining relationships with staff, Partners and suppliers;
  • Assist in Project Management across the group of businesses;
  • Pro-active organisation of complex and ever-changing work schedules;
  • Effective management of all written and email correspondence;
  • Taking care of travel arrangements, meetings, accommodation, events and personal diaries;
  •  Highlighting priorities and eliminating inefficiencies;
  • Drafting high quality written correspondence;
  • Liaising with staff, clients, and partners with confidence;
  • Ensuring all papers and working materials are available to attendees in advance of meetings or events;
  • Minute-taking during meetings, effectively capturing agreed actions and following up as required;
  • Personal dictation as required, as well as drafting and management of sensitive and confidential information in an appropriate manner;
  • Compile and present standard and ad hoc reports by interpretation, analysis and manipulation of data or information, including financial data, in accordance with detailed instructions;
  • Management of office facilities;
  • Lead and deliver on ad-hoc projects as they arise;

    Required Skills
    • Experience within an administration role
    • Willing to learn new skills
    • Ability to Prioritise and Organise Your Work – You must be able to think for yourself and be organised. We are very serious about this one. In order to learn and grow with our team, you must be very organised, be able to prioritise your work, and multi-task effectively.

      In addition…
    • Your attitude will be bang on. You’re an upbeat person who takes responsibility and you’ll know that ‘if it’s to be, it’s up to me’
    • You’ll be high energy, with enthusiasm oozing from every pore;
    • You’ll be smart and savvy – able to have intelligent conversations;
    • You’ll want to improve your life and to be the best – the number one

** NOT desired: drama, slacker, pessimist, whiner, victim, hand-out expect-er… you get the point.

If you don’t have Executive Assistant experience, but think you may have the right qualities, we’ll train you fully. Just prove to us that you’re driven, focused, enthusiastic, and interested in moving our business forward.

What’s Next

We’re looking to hire the right person immediately. So if this sounds like a career opportunity that interests you, follow these instructions now.

NOTE: Failure to follow these instructions will result in your CV going straight from our inbox to the Recycle bin, this your first test, okay?

5850 Waterloo Rd, Suite 140

Columbia MD, 21045

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Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to the disclosure and offering documents for further information concerning specific products or services.


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