Executive Assistant- Financial Services
Elevate and Delegate · Remote
Job description:
Key Responsibilities
- Manage the CEO's calendar, appointments, meetings, and travel arrangements
- Screen and prioritize emails, calls, and correspondence
- Prepare reports, presentations, meeting agendas, and executive summaries
- Coordinate with internal teams, clients, vendors, and external stakeholders
- Track key projects and ensure deadlines are met
- Assist with bookkeeping, invoicing, expense tracking, and financial documentation when needed
- Maintain confidential records and sensitive business information
- Create and improve SOPs, workflows, and administrative processes
- Handle special projects and serve as the CEO's right hand in day-to-day operations
Requirements
Qualifications
- 5+ years of experience as an Executive Assistant, Chief of Staff, Operations Coordinator, or similar high-level administrative role
- Previous experience supporting a CEO, Founder, Managing Partner, or C-level executive
- Experience working in an accounting firm, CPA firm, bookkeeping company, financial services firm, or professional services environment is highly preferred
- Exceptional organizational and time management skills
- Strong written and verbal communication skills
- Advanced proficiency with Google Workspace and Microsoft Office
- Experience with accounting and business management software such as QuickBooks, Xero, Karbon, Canopy, TaxDome, or similar platforms is a plus
- Ability to manage multiple priorities with minimal supervision
- High level of discretion, professionalism, and attention to detail
What We're Looking For
The ideal candidate is resourceful, anticipates needs before they arise, and can operate as a strategic partner to the CEO. You are comfortable handling executive-level responsibilities, coordinating across departments, and keeping operations running smoothly behind the scenes.