Executive Assistant - Asset Management Firm (Philippines)Hire Overseas • Central Visayas, PH

Executive Assistant - Asset Management Firm (Philippines)

Hire Overseas • Central Visayas, PH

30+ days ago

Job type

Quick Apply

Job description

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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Executive Assistant • Central Visayas, PH

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