Role Description The Appointment Setter & Executive Assistant is a high-performance, operations-heavy Executive Assistant role supporting leadership and sales teams in a fast-moving enterprise environment. You will serve as the operational backbone of daily execution while contributing to strategic initiatives that directly support revenue growth. This position requires exceptional calendar management, CRM hygiene, and process optimization. Candidates who thrive here are proactive, analytical, and comfortable operating autonomously in ambiguous, high-stakes situations. Strong technical instincts for automation and workflow optimization are highly valued. Your Impact - Ensure seamless scheduling and calendar management across multi-timezone, high-volume enterprise sales pipelines. - Maintain accurate CRM records and synthesize post-meeting information to drive operational efficiency. - Streamline repetitive workflows through automation and process improvements to reduce manual effort. - Contribute to strategic initiatives and ad hoc operational projects supporting leadership and enterprise customers. Core Responsibilities - Scheduling & Calendar Management – 35% - Respond to all scheduling requests within strict turnaround times, prioritizing same-day responsiveness during European business hours. - Coordinate complex, multi-timezone meetings across a large and active enterprise sales pipeline. - Ensure calendar invitations include correct attendees, video conferencing links, and clear meeting details. - Proactively manage reschedules, cancellations, and time-zone-sensitive communications with urgency and professionalism. - CRM Hygiene & Post-Meeting Operations – 35% - Maintain 100% accuracy in CRM records following every completed meeting. - Extract and synthesize meeting information from notes or recordings and update CRM accordingly. - Follow up internally to collect missing information and maintain data integrity. - Build or support automation workflows to reduce manual data entry while preserving accuracy. - Process Optimization & Automation – 20% - Identify repetitive operational tasks and design workflows to automate or streamline them. - Implement no-code or low-code tools to improve operational efficiency across sales and leadership workflows. - Continuously improve internal systems, documentation, and operational handoffs. - Strategic & Ad Hoc Support – 10% - Assist leadership with customer-facing communications, internal documentation, and operational projects. - Prepare presentations, documents, or materials required for enterprise customers. Qualifications - 3+ years of experience in a high-velocity role supporting senior leadership. - Proven experience managing complex, multi-timezone calendaring in enterprise or B2B environments. - Hands-on proficiency with CRM systems (HubSpot or similar), calendar tools, and collaboration platforms. - Ability to independently learn and implement new tools, including automation or workflow platforms. - Exceptional written English communication skills, including customer-facing correspondence. - Extreme attention to detail and zero-error mindset in fast-paced, high-stakes environments. Requirements - Experience supporting enterprise sales teams or complex deal pipelines. - Familiarity with European business culture, particularly German enterprise environments. - Experience in AI, SaaS, or enterprise technology companies. - Proficiency in German or other European languages. - Experience building automations using no-code, low-code, or scripting tools. Benefits - Competitive Salary: Based on experience and skills. - Remote Work: Fully remote—work from anywhere. - Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting. - Generous PTO: In accordance with company policy. - Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees. - Direct Mentorship: Guidance from international industry experts. - Learning & Development: Ongoing access to resources for professional growth. - Global Networking: Connect with professionals worldwide. Our Recruitment Process - Application - Screening - Skills Assessment - Top-grading Interview - Client Interview - Job Offer - Client Onboarding Ready to Join Us? If this role aligns with your skills and goals, apply now to take the next step in your journey with Pearl.

• Manage and coordinate a busy calendar, including meetings, travel, and events • Support email management, prioritization, and organization • Provide administrative support to the executive and team as needed • Support light marketing-related tasks for an additional business venture • Research and implement tools (including AI solutions) to improve productivity • Help organize systems and processes to streamline daily tasks • Handle occasional personal tasks as needed

• Own complex, multi-time-zone calendar management, prioritizing meetings based on urgency, impact, and strategic value. • Protect executive time by triaging inbound requests, managing hold blocks, and proactively resolving scheduling conflicts. • Support the planning and execution of large-scale events. • Act as proxy in meetings when needed, capturing detailed notes, clarifying decisions, and driving follow-through on action items. • Draft, edit, and send communications on behalf of executives with strong executive presence and clarity. • Serve as the primary point of contact between executives and internal leaders, external partners, and vendors. • Digest, summarize, and escalate key information, updates, risks, or insights while maintaining strict confidentiality. • Support the full leadership cadence (weekly business reviews, staff meetings, planning sessions, offsites) by owning agendas, note-taking, action tracking, and follow-through. • Build and continuously improve systems, templates, and processes that enhance executive productivity. • Manage end-to-end travel logistics, itineraries, reservations, and expense reporting with meticulous attention to detail. • Ensure seamless operational execution during high-volume periods, travel, or periods of rapid change.

Title: Executive Assistant (primarily virtual) Location: Columbus, OH, US FT Non-Sr. Manager Full-Time Salary Range:$72,000.00 To $78,000.00 Annually Location: Columbus, OH preferred (virtual, with occasional office work) Are you a highly organized, proactive professional who thrives in a fast‑paced environment supporting executive‑level leaders? Corporate One is seeking an Executive Assistant to serve as a trusted strategic partner to the EVP, Chief Product Strategist. In this role, you’ll play a critical part in maximizing executive effectiveness by managing priorities, communication, schedules, meetings, board-level materials, and special projects with professionalism, discretion, and exceptional judgement. As a key member of the Administration team, you will also support the EVP’s direct reports and provide occasional backup to other C-suite leaders—ensuring seamless, high-quality operation of executive office functions. The ideal candidate is a high‑performing administrative professional with strong communication skills, executive presence, and the ability to navigate ambiguity while anticipating needs before they arise. What You’ll Do - Provide high‑level business support to the EVP, exercising discretion, independent judgment, and confidentiality in all matters. - Prioritize incoming information and requests, act as liaison to internal and external stakeholders, and prepare presentations, agendas, and board‑related materials. - Own the EVP’s calendar and email end‑to‑end—prioritizing requests, resolving conflicts, preparing briefing materials, and ensuring timely attention to urgent communications. - Lead meeting preparation and logistics, including agenda design, materials compilation, pre‑reads, technology needs, attendee coordination, and action‑item tracking. - Conduct research, summarize findings, and support special projects and strategic initiatives. - Provide administrative and operational support to the EVP’s direct reports (e.g., expenses, scheduling, reporting, light project coordination). - Contribute as part of the Administration team, providing backup support for other C‑suite executives as assigned by the AVP, Executive Administrator. - Identify and implement process improvements to enhance workflow consistency, quality, and efficiency. - Perform other duties and projects as needed in support of executive operations. Qualifications - Bachelor’s degree or equivalent combination of education and experience. - 5–8 years of progressive executive administrative experience, preferably supporting senior or C‑suite leaders. - Experience in a financial institution strongly preferred. Skills & Attributes - Exceptional written and verbal communication skills. - Strong organization, prioritization, and follow‑up skills; thrives in a fast‑paced environment with shifting priorities. - Advanced analytical and problem‑solving abilities; able to synthesize information and make recommendations. - Proven stakeholder and relationship management experience with senior leaders and vendors. - Demonstrated ability to maintain strict confidentiality and handle sensitive information with integrity. - Proactive, resourceful, anticipatory work style with strong ownership and accountability. Technology Skills - Highly proficient in Microsoft Office (Word, Outlook, Teams, PowerPoint, Excel) and Adobe Acrobat. - Experience with Concur (expenses/travel/invoices) and Salesforce preferred. - Familiarity with SharePoint, virtual meeting platforms (Teams), and project/workflow tools (e.g., Monday.com) a plus. About Corporate One Corporate One is a leading wholesale financial services provider to more than 700 of America’s credit unions. For over 70 years, we’ve delivered innovative investment, funding, and payment solutions to help credit unions and their communities thrive. Alongside our CUSOs—Lucro Commercial Solutions and Accolade Investment Advisory—we’re committed to empowering our members’ success. Why Join Us? - Organizational Strengths: Corporate One Federal Credit Union is one of the nation’s largest and most progressive corporate credit unions with more than $7 billion in assets and an average staff tenure of 10+ years. - Competitive Compensation & Benefits: Corporate One offers competitive compensation, a generous 401(k) matching contribution, and quality health and ancillary benefits. - Work Life Balance: Generous PTO (Paid Time Off) starting with 4 weeks/year, 11 paid holidays, and paid parental leave. - Learning and Development: We provide a full library of online training as well as group and individual training, a mentoring program, and business coaching, all focused toward helping you grow and be successful. - Extra Perks: Tuition reimbursement, wellness program, gym membership reimbursement, pet insurance, flexible dress code, and more!