Executive Assistant - Asset Management Firm

We're seeking a top-tier Executive Assistant for a dynamic asset management firm who excels at executive-level support and stakeholder coordination. This role demands someone who can seamlessly manage complex calendars, facilitate high-stakes meetings, and streamline operations for maximum efficiency.

You'll be the strategic right-hand supporting investment decisions, client relationships, and day-to-day operations in a fast-paced financial environment. If you're detail-oriented, proactive, and thrive on keeping executives laser-focused on what matters most, this is your opportunity.

• Paid in USD every 15th & 30th of the month
• ️ Up to 14 days of Paid Time Off per year
• Flexible holiday observance based on your location
• 100% remote – work from anywhere
• Direct exposure to asset management and investment operations
• Work with a results-driven team managing significant financial portfolios

• Email & Calendar Management

• Prioritize and manage the executive’s inbox with strategic filtering
• Coordinate complex calendars across multiple time zones and stakeholders
• Schedule and reschedule meetings with investors, clients, and team members

• Serve as the primary point of contact between executives and key stakeholders
• Draft professional correspondence and investor communications
• Manage Slack channels and ensure timely response to critical messages

• Prepare detailed meeting agendas and briefing materials
• Send pre-meeting reminders with action items and expectations
• Follow up post-meeting with accountability summaries and next steps

• Streamline daily operations and eliminate inefficiencies
• Create and maintain standard operating procedures
• Anticipate needs and proactively address potential roadblocks

• RIA Compliance Knowledge - Understanding of regulated investment advisor requirements
• Newsletter Creation - Design and distribute client updates and market insights
• LinkedIn Management - Maintain executive profiles and engagement
• Remote Event Coordination - Plan and execute virtual client events and webinars
• Investor Updates - Assist with quarterly reports and investor communications
• Content & Social Media - Basic content creation and social media oversight

• 3+ years of experience supporting executives in financial services, asset management, or a similar high-stakes environment
• Deep understanding of confidentiality and discretion required in financial settings
• Excellent written and verbal communication skills
• Strong organizational abilities with attention to detail
• Proactive problem-solver who anticipates needs
• Comfortable working with sensitive financial information

Our comprehensive selection process ensures we find the right strategic fit:

1. Initial Application - Submit application with relevant financial services experience
2. One-way Video Interview - Record a brief video showcasing your executive support approach
3. Practical Assessment - Complete a calendar management and communication challenge
4. Recruitment Interview - Initial screening focusing on financial services experience
5. Executive Interview - Discuss role alignment, discretion, and workflow optimization
6. Client Interview - Final interview covering stakeholder management and team collaboration
7. Background & Reference Check - Professional reference verification and compliance screening
8. Job Offer - Successful candidates receive a formal offer with competitive compensation

We provide feedback at each stage and maintain transparent communication throughout the process.