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Executive Assistant - Asset Management Firm (Philippines)
Hire OverseasCentral Visayas, PH19 days ago
Job type
- Quick Apply
Job description📧 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 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'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
🌟 Nice-to-Have Skills
✅ Who You Are
📩 Application Process Overview
Our comprehensive selection process ensures we find the right strategic fit :
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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