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. Perks & Benefits 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 What You’ll Be Doing 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 Communication & Stakeholder Management 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 Meeting Management & Client Accountability 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 ⚡ Workflow Optimization Streamline daily operations and eliminate inefficiencies Create and maintain standard operating procedures Anticipate needs and proactively address potential roadblocks Nice-to-Have Skills 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 ✅ Who You Are 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 Application Process Overview Our comprehensive selection process ensures we find the right strategic fit: Initial Application – Submit application with relevant financial services experience One-way Video Interview – Record a brief video showcasing your executive support approach Practical Assessment – Complete a calendar management and communication challenge Recruitment Interview – Initial screening focusing on financial services experience Executive Interview – Discuss role alignment, discretion, and workflow optimization Client Interview – Final interview covering stakeholder management and team collaboration Background & Reference Check – Professional reference verification and compliance screening Job Offer – Successful candidates receive a formal offer with competitive compensation We provide feedback at each stage and maintain transparent communication throughout the process. #J-18808-Ljbffr