Ambitious Executive Assistant Wanted for High-Growth Financial Firm
1 day ago
We are a dynamic and innovative boutique financial research and investment intelligence firm. Our company culture is built on hard work, meritocracy, and a relentless commitment to delivering value to our clients.
As a seasoned investment professional with extensive experience in conducting detailed financial and investment due-diligence along with investigative research for international alternative investment and M&A advisory firms founded this firm. Recently, we secured backing from a US-based family office and are looking to scale rapidly over the near future.
We are seeking a highly organized, resourceful, and proactive Executive Assistant to support our Founder. As the EA, you will play a pivotal role in enabling our Founder to operate at peak efficiency by managing administrative, strategic, and personal tasks. This role requires a confident professional who can operate independently, anticipate needs, and thrive in a fast-paced, high-growth environment.
Key Responsibilities
Executive Support
- Manage and optimize the Founder's calendar, ensuring seamless scheduling and prioritization.
- Handle email correspondence, drafting responses and flagging urgent matters.
- Proactively anticipate and manage the Founder's daily workflow and time management.
- Coordinate and manage travel plans, itineraries, and logistics for business and personal travel.
- Act as a gatekeeper and liaison to internal/external stakeholders, ensuring clear and timely communication.
Strategic & Operational Support
- Assist with special projects such as hiring/BD, research, and creating presentations.
- Support deal flow management by organizing calls, managing investor, client, or partner relationships.
- Help track and prioritize tasks, ensuring deadlines and objectives are met.
- Conduct research on relevant markets, competitors, and opportunities as needed.
Administrative & Personal Support
- Manage expense reports, invoices, and other administrative tasks.
- Handle personal/family errands, scheduling, investment related tasks to free up Founder's focus.
- Support event planning, such as team offsites, or networking dinners.
- Maintain confidentiality and discretion with all sensitive information.
Skills & Qualifications
- 6 months+ experience supporting senior executives.
- Exceptional organizational and time management skills with acute attention to detail.
- Ability to prioritize, multi-task, and make sound decisions in fast-paced environments.
- Strong written and verbal communication skills.
- Advanced proficiency in Microsoft Office, Google Workspace, and tools like Slack, Zoom, and CRMs.
- Adept at managing confidential and high-stakes information with discretion.
- Exceptional problem-solving and proactive anticipation skills.
- Ability to work independently and adapt to shifting priorities.
Preferred
- Experience working in a startup or entrepreneurial environment.
- Familiarity with use of platforms such as teams, outlook, calendly etc.
- Familiarity with financial processes (e.g., managing invoices, budgeting).
- Strong professional network to facilitate introductions and external coordination.
What We Offer
- $80,000 - $120,000 per year salary, plus benefits.
- A dynamic and fast-growing environment with plenty of learning opportunities.
- An unbureaucratic approach to problem solving.
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