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 ManagementPrioritize and manage the executive’s inbox with strategic filteringCoordinate complex calendars across multiple time zones and stakeholdersSchedule and reschedule meetings with investors, clients, and team members💬 Communication & Stakeholder ManagementServe as the primary point of contact between executives and key stakeholdersDraft professional correspondence and investor communicationsManage Slack channels and ensure timely response to critical messages🤝 Meeting Management & Client AccountabilityPrepare detailed meeting agendas and briefing materialsSend pre-meeting reminders with action items and expectationsFollow up post-meeting with accountability summaries and next steps⚡ Workflow OptimizationStreamline daily operations and eliminate inefficienciesCreate and maintain standard operating proceduresAnticipate 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 environmentDeep understanding of confidentiality and discretion required in financial settingsExcellent written and verbal communication skillsStrong organizational abilities with attention to detailProactive problem-solver who anticipates needsComfortable 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 experienceOne-way Video Interview - Record a brief video showcasing your executive support approachPractical Assessment - Complete a calendar management and communication challengeRecruitment Interview - Initial screening focusing on financial services experienceExecutive Interview - Discuss role alignment, discretion, and workflow optimizationClient Interview - Final interview covering stakeholder management and team collaborationBackground & Reference Check - Professional reference verification and compliance screeningJob Offer - Successful candidates receive a formal offer with competitive compensationWe provide feedback at each stage and maintain transparent communication throughout the process.
