
Executive Assistant
Há 18 horas
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
What You'll Be Doing
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
Nice-to-Have Skills
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
Who You Are
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
Application Process Overview
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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