
Executive Assistant
Há 4 dias
We're seeking a top-tier Executive Assistant for a dynamic asset management firm who excels at executive-level support and stakeholder coordination. This role demands someone who can seamlessly manage complex calendars, facilitate high-stakes meetings, and streamline operations for maximum efficiency.
You'll be the strategic right-hand supporting investment decisions, client relationships, and day-to-day operations in a fast-paced financial environment. If you're detail-oriented, proactive, and thrive on keeping executives laser-focused on what matters most, this is your opportunity.
Perks & Benefits- Paid in USD every 15th & 30th of the month
- Up to 14 days of Paid Time Off per year
- Flexible holiday observance based on your location
- 100% remote – work from anywhere
- Direct exposure to asset management and investment operations
- Work with a results-driven team managing significant financial portfolios
- Email & Calendar Management
- Prioritize and manage the executive's inbox with strategic filtering
- Coordinate complex calendars across multiple time zones and stakeholders
- Schedule and reschedule meetings with investors, clients, and team members
- Communication & Stakeholder Management
- Serve as the primary point of contact between executives and key stakeholders
- Draft professional correspondence and investor communications
- Manage Slack channels and ensure timely response to critical messages
- Meeting Management & Client Accountability
- Prepare detailed meeting agendas and briefing materials
- Send pre-meeting reminders with action items and expectations
- Follow up post-meeting with accountability summaries and next steps
- Workflow Optimization
- Streamline daily operations and eliminate inefficiencies
- Create and maintain standard operating procedures
- Anticipate needs and proactively address potential roadblocks
- RIA Compliance Knowledge - Understanding of regulated investment advisor requirements
- Newsletter Creation - Design and distribute client updates and market insights
- LinkedIn Management - Maintain executive profiles and engagement
- Remote Event Coordination - Plan and execute virtual client events and webinars
- Investor Updates - Assist with quarterly reports and investor communications
- Content & Social Media - Basic content creation and social media oversight
- 3+ years of experience supporting executives in financial services, asset management, or a similar high-stakes environment
- Deep understanding of confidentiality and discretion required in financial settings
- Excellent written and verbal communication skills
- Strong organizational abilities with attention to detail
- Proactive problem-solver who anticipates needs
- Comfortable working with sensitive financial information
Our comprehensive selection process ensures we find the right strategic fit:
- Initial Application - Submit application with relevant financial services experience
- One-way Video Interview - Record a brief video showcasing your executive support approach
- Practical Assessment - Complete a calendar management and communication challenge
- Recruitment Interview - Initial screening focusing on financial services experience
- Executive Interview - Discuss role alignment, discretion, and workflow optimization
- Client Interview - Final interview covering stakeholder management and team collaboration
- Background & Reference Check - Professional reference verification and compliance screening
- Job Offer - Successful candidates receive a formal offer with competitive compensation
We provide feedback at each stage and maintain transparent communication throughout the process.
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