Executive Assistant

Executive Assistant

Location: Remote (PST Time Zone)

Client: Financial Services Company

We are looking to place top talent with a US-based Financial Services Company. They are seeking a Virtual Assistant to provide exceptional support across various administrative functions. If you have a keen eye for detail, a proactive attitude, and a passion for problem-solving, we want to hear from you!

Key Attributes We Value:

• Work Ethic: You work hard and smart, always going above and beyond to get the job done. No task is too big or small for you.
• Curiosity: You are continually learning and driven by a desire to improve, always focusing on getting things right.
• Problem Solver: You bring solutions to the table, not just challenges, and you approach tasks with a can-do attitude.
• Proactive: You are a self-starter who doesn't need constant direction and can take the initiative in any situation.
• Ownership: You take full responsibility for your work and its outcomes, whether positive or negative.
• Effort: You don’t settle for the bare minimum, you go the extra mile to ensure success.
• Attention to Detail: You are meticulous and organized, ensuring nothing slips through the cracks.

If these qualities describe you, keep reading!

What You’ll Bring to the Role:

• 2+ years of experience as an Executive Assistant (EA) or Virtual Assistant.
• 1+ year of experience working remotely for a US-based company. (Bonus)
• Fluent in English, both spoken and written, with excellent communication skills.
• Proven experience in administrative support, task coordination, and customer support.
• Strong organizational skills and the ability to manage multiple priorities effectively.
• Experience with social media management, data management, billing/invoicing, and event planning.
• Comfortable using digital tools for communication, project management, and file management.

Key Responsibilities:

• Provide direct executive support to the CEO, including calendar management, task prioritization, and communication coordination.
• Manage and optimize sales operations, including appointment setting, lead tracking, and CRM updates.
• Assist with client follow-ups, lead nurturing, and other sales-related activities to drive business growth.
• Maintain a clear and organized system for managing sales pipelines and opportunities.
• Use various tools to manage workflows and communication (HubSpot, Slack, Google Workspace, etc.).
• Support with ad-hoc tasks as needed to ensure smooth daily operations.

Requirements:

• Proven experience as an Executive/Virtual Assistant, with a focus on sales operations.
• Ability to work in the PST time zone and adjust your schedule accordingly.
• Preferred skills in HubSpot, Slack, and Google Workspace (though not mandatory).
• Strong communication, organization, and time management skills.
• Proactive, self-driven, and detail-oriented with a strong ability to multitask.
• A passion for working in a start-up environment and contributing to the company’s growth.

Why You’ll Love This Role:

• Impactful Work: Play a crucial role in supporting a fast-growing company while working on diverse tasks.
• Growth Opportunities: As part of a rapidly expanding company, you’ll have the chance to develop new skills and advance your career.
• Flexible, Remote Work: Enjoy the freedom and flexibility of working from anywhere.