Executive Assistant

About the Role

We are a rapidly expanding fintech and investment platform servicing clients across the United States, specializing in wealth management, capital allocation, and strategic advisory for high-net-worth and institutional clients. Our leadership blends finance, technology, and private client relations to drive innovation and growth. We seek an Executive Assistant to bolster our C-suite’s agility and productivity through high-level support.

Key Responsibilities

• Efficiently manage executive calendars, handling scheduling complexities across multiple time zones and resolving conflicts proactively.
• Draft, prepare, and distribute confidential briefing documents, board materials, investor communications, and travel plans ahead of critical meetings.
• Serve as the primary filter for executive communications by managing correspondence, sorting emails, and composing responses that maintain confidentiality and professionalism.
• Coordinate all aspects of business travel both domestic and international, including flight bookings, lodging, transportation, and expense reporting with full ownership.
• Monitor follow-ups and ensure completion of action items arising from meetings, facilitating smooth handoffs among departments.
• Manage executive office operations such as vendor interactions, expense oversight, and digital file management for core stakeholders.

Required Skills & Technologies

• Proficient with Microsoft Office Suite and Google Workspace.
• Experienced in communication platforms like Slack and Zoom.
• Familiar with project and task management tools including Asana, Trello, and Notion.
• Skilled in using Concur for travel and expense management.

Preferred Experience

• Knowledge of CRM systems such as Salesforce.
• Previous support experience for C-level executives within fintech or private equity sectors.
• Experience with expense auditing processes and corporate card reconciliation.

Benefits & Work Environment

• Fully remote position with flexible working hours, enabling work from any location within the U.S. and asynchronous collaboration.
• Opportunity to engage directly with strategic leadership, investor relations, and key corporate decision-making activities.
• Performance-based incentives and clear career advancement options for high achievers.