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Executive Assistant - Asset Management Firm (Philippines)

Executive Assistant - Asset Management Firm (Philippines)

Hire OverseasCentral Luzon, PH
10 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.

๐ŸŽ Perks & Benefits

  • ๐Ÿ’ต Paid in USD every 15th & 30th of the month
  • ๐Ÿ–๏ธ Up to 14 days of Paid Time Off per year
  • ๐ŸŒ Flexible holiday observance based on your location
  • ๐Ÿก 100% remote โ€“ work from anywhere
  • ๐Ÿ’ผ Direct exposure to asset management and investment operations
  • ๐Ÿš€ Work with a results-driven team managing significant financial portfolios

๐Ÿงฉ What You'll Be Doing

  • ๐Ÿ“ง Email & Calendar Management
  • Prioritize and manage the executiveโ€™s inbox with strategic filtering
  • Coordinate complex calendars across multiple time zones and stakeholders
  • Schedule and reschedule meetings with investors, clients, and team members
  • ๐Ÿ’ฌ 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
  • ๐Ÿค 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
  • โšก Workflow Optimization
  • Streamline daily operations and eliminate inefficiencies
  • Create and maintain standard operating procedures
  • Anticipate needs and proactively address potential roadblocks
  • ๐ŸŒŸ Nice-to-Have Skills

  • ๐Ÿ“‹ RIA Compliance Knowledge - Understanding of regulated investment advisor requirements
  • ๐Ÿ“ฐ Newsletter Creation - Design and distribute client updates and market insights
  • ๐Ÿ”— LinkedIn Management - Maintain executive profiles and engagement
  • ๐ŸŽช Remote Event Coordination - Plan and execute virtual client events and webinars
  • ๐Ÿ“Š Investor Updates - Assist with quarterly reports and investor communications
  • ๐Ÿ“ฑ Content & Social Media - Basic content creation and social media oversight
  • โœ… 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
  • ๐Ÿ“ฉ 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 โ€ข Central Luzon, PH

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