Executive Assistant – Financial Services

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

📋 Description

• Oversee the CEO's calendar, appointments, meetings, and travel logistics.

• Filter and prioritize emails, phone calls, and other correspondence.

• Develop reports, presentations, meeting agendas, and executive summaries.

• Collaborate with internal teams, clients, vendors, and external partners.

• Monitor key projects and ensure adherence to deadlines.

• Provide support with bookkeeping, invoicing, expense tracking, and financial documentation as needed.

• Safeguard confidential records and sensitive business information.

• Design and enhance SOPs, workflows, and administrative processes.

• Manage special projects and act as the CEO's right hand in daily operations.

⛳️ Requirements

• Over 5 years of experience as an Executive Assistant, Chief of Staff, Operations Coordinator, or a comparable high-level administrative position.

• Prior experience supporting a CEO, Founder, Managing Partner, or a C-level executive.

• Background in an accounting firm, CPA firm, bookkeeping company, financial services firm, or a professional services environment is highly desirable.

• Outstanding organizational and time management abilities.

• Excellent written and verbal communication skills.

• Advanced knowledge of Google Workspace and Microsoft Office.

• Familiarity with accounting and business management software such as QuickBooks, Xero, Karbon, Canopy, TaxDome, or similar platforms is advantageous.

• Capacity to handle multiple priorities with minimal supervision.

• High level of discretion, professionalism, and meticulous attention to detail.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Opportunities for professional development and growth.

• Comprehensive health and wellness benefits.

• Flexible work hours and potential for remote work.

• Supportive and dynamic work environment.