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.

Create a job alert for this search

Executive Assistant • Central Visayas, PH

Related jobs

Klaviyo Marketing Manager (Philippines)

Hire Overseas • Central Visayas, PH

Quick Apply

This role is perfect for someone who thrives on building sophisticated email and SMS campaigns that drive real sales growth across multiple dealer storefronts. You'll be the marketing strategist emp...Show more

Last updated: 30+ days ago

Senior Accountant - SaaS experience (Remote)

LegalMatch.com • Central Visayas, PH

Remote VA • Central Visayas, PH

Quick Apply

Job Title : Executive Assistant with QuickBooks and Microsoft Excel Experience.Remote VA PH is looking for an organized and detail-oriented Executive Assistant with experience in QuickBooks and MS E...Show more

Last updated: 30+ days ago

Director of Finance (E-Commerce & Retail) - Remote PH

HireHawk • Central Visayas, PH

Quick Apply

Director of Finance (E-Commerce & Retail).Remote (PST schedule alignment required).USD $3,000 – $5,000 / month (DOE).At HireHawk, we connect exceptional global finance talent with innovative U....Show more

Last updated: 29 days ago

Executive Assistant (ENG)

Berry Virtual • Central Visayas, PH

Quick Apply

As the Executive Assistant, you will play a pivotal role in supporting our executives in various capacities.This position demands a proactive individual with exceptional organizational skills, crea...Show more

Last updated: 30+ days ago

Executive Assistant (Growth & Operations)

Hire Overseas • Central Visayas, PH

Quick Apply

You’ll work directly with the founder to support outreach, research, and operations — managing LinkedIn campaigns, building prospect lists, and coordinating with marketing and growth agencies.This ...Show more

Last updated: 25 days ago

Sales Executive - Bancassurance

HRTX • Tagbilaran City, Bohol, Philippines

Quick Apply

We're Hiring : Sales Executive and Financial Advisor, Bancassurance (On-Site | Monday to Friday).Are you a motivated sales professional who loves meeting people and helping them reach their goals? W...Show more

Last updated: 30+ days ago

Appointment Setter (Philippines)

CrewBloom • Central Visayas, PH

Quick Apply

We are looking for motivated and skilled Appointment Setters to join the sales team.The primary responsibility of this role is to contact potential clients, introduce our products / services, and sch...Show more

Last updated: 15 days ago

Assistant Property Manager / Tenant Services Coordinator

Remote Raven • Central Visayas, PH

Quick Apply

Assistant Property Manager / Tenant Services Coordinator.This role requires experience in.The ideal candidate will be skilled in lease administration, vendor coordination, work order tracking, and ...Show more

Last updated: 30+ days ago