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About the Organisation
Pantheon Investments is led by CEO Dave Wolcott, a seasoned entrepreneur and wealth strategist with over 20 years of experience. The company empowers entrepreneurs and investors to build sustainable wealth beyond Wall Street by leveraging alternative investment strategies. At the heart of their mission lies the Pantheon Holistic Wealth Strategy, crafted to support long-term financial freedom and legacy wealth creation. This opportunity is facilitated through Great Assistant, a company dedicated to matching entrepreneurs with high-performing virtual assistants.
Virtual Assistant to CEO job at Pantheon Investments (Posted by Great Assistant) | Apply Now
Remote, OR, USA
Are you looking for Remote Administrative jobs in 2025 today? then you might be interested in Virtual Assistant to CEO job at Pantheon Investments (Posted by Great Assistant)
Full Time
Deadline:
31 May 2025
Job Title
Virtual Assistant to CEO job at Pantheon Investments (Posted by Great Assistant)
Pantheon Investments (Posted by Great Assistant)
Job Description
This dynamic role combines executive assistance, communication management, process coordination, and tech-savvy task execution. The Virtual Assistant will play a crucial role in keeping operations smooth, tasks on track, and priorities aligned. Ideal candidates will have excellent organizational skills, a proactive mindset, and strong communication abilities. They should be comfortable working independently while also collaborating effectively.
As a trusted partner to the CEO, the assistant will help manage high-level initiatives and day-to-day logistics, all while upholding Pantheon’s values of gratitude, respect, integrity, service, and mastery. The role also offers an opportunity to work in a growth-oriented, mission-aligned environment.
Duties, Roles and Responsibilities
Qualifications, Education and Competencies
See all details of the qualifications, competencies and education for this role under the "How to Apply" section below.
ONLINE APPLICATION ONLY!
Interested candidates are advised that applications for this position must be submitted online. To apply please click the “Apply” button below.
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How to Apply
Manage CEO’s email, calendar, and schedule prioritization
Monitor shared inboxes and respond to internal/external communication
Track investor activity and send follow-ups/onboarding confirmations
Handle accounts payable, invoice tracking, and contractor payments
Maintain CRM data and dashboard tracking
Create/distribute monthly digital and print newsletters
Coordinate physical mail and task progress updates
Support daily operational tasks, follow-ups, and process improvement
Assist with planning and managing CEO's key initiatives
Occasionally travel (up to 10% yearly – domestic/international)
SERVICES
COMMERCIAL
SERVICES
INDUSTRIAL
SERVICES
RESIDENTIAL
2+ years in a Virtual Assistant, Executive Assistant, or similar role
Strong organizational and time management skills
Proactive, reliable, and detail-oriented
Clear and professional communication style
Trustworthy with handling confidential information
Ability to work both independently and collaboratively
Strong alignment with Pantheon’s mission and values
Tech-savvy; familiarity with tools like:
Google Workspace (Gmail, GCal)
Slack
Monday.com
Ontraport
Canva
