Remotery

Executive Assistant – Billing

Posted Jun 4

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Oversee both inbound and outbound communications via WhatsApp, email, and Slack.

• Compose clear and professional messages on behalf of Partners.

• Monitor ongoing discussions and ensure timely follow-ups.

• Uphold a polished, high-touch tone in all external communications.

• Appropriately escalate urgent or high-risk matters.

• Manage all aspects of scheduling meetings and calls with clients, lenders, and internal stakeholders.

• Coordinate across different time zones, handle rescheduling, and send confirmations/reminders.

• Keep calendars organized, up-to-date, and prioritized.

• Prepare Partners in advance with agendas, links, and necessary materials.

• Develop and refine meeting presentations, pitch materials, and documents.

• Create professional, executive-level slides for client presentations, lender discussions, and board/internal strategy meetings.

• Proficiently work in PowerPoint, Google Slides, and/or Canva (must ensure clean export to PowerPoint).

• Maintain consistency in formatting, charts, tables, and narrative flow.

• Ensure CRM records are accurate and updated regularly.

• Document communication and meeting outcomes as necessary.

• Assist with light pipeline tracking to prevent any tasks from being overlooked.

• Monitor Partners’ weekly tasks and priorities.

• Maintain a clear task management system with assigned owners and deadlines.

• Translate meeting outcomes into actionable next steps.

• Actively follow up to keep projects progressing and mitigate Partner bottlenecks.


⛳️ Requirements

• 3–5+ years of experience as an Executive Assistant or in a senior administrative support capacity.

• Excellent written English with a professional, client-facing tone.

• Demonstrated experience managing executive calendars and arranging complex meetings.

• Strong presentation skills (PowerPoint / Google Slides); capable of preparing content that is investor or client-ready.

• Experience in accurately and consistently maintaining CRMs.

• Highly organized, proactive, and reliable.

• Background in finance, private credit, investment banking, private equity/venture capital, fintech, or professional services (Preferred).

• Experience supporting founders or senior partners in a dynamic, fast-paced team environment (Preferred).

• Comfort with data-intensive or finance-oriented presentations (Preferred).

• Familiarity with AI tools and automated workflows (e.g., ChatGPT, AI research tools) (Preferred).


🏝️ Benefits

• 100% REMOTE.

• $50 birthday bonus.

• $200 testimonial bonus.

• $500 entry monthly raffle.

• NO TRACKER. NO PROBLEM.

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