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Elevate and Delegate

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Executive Assistant – Financial Services

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 1-10H1B No SponsorCompany SiteLinkedIn

Location

Philippines

Posted

1 day ago

Salary

0

Seniority

Senior

5 yrs expEnglish

Job Description

Executive Assistant – Financial Services

Elevate and Delegate

• 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

Job Requirements

  • 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

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