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Executive Assistant- Financial Services

3 months, 3 weeks ago
Philippines
Full-time
Senior
Executive Assistant
Operations
Apply Now
Elevate and Delegate

Elevate and Delegate

Elevate & Delegate: Headhunting agency for affordable offshore talent. Hire Virtual Assistants to streamline operations and improve efficiency.

Professional Services
1-10
View All Jobs 30

Description

  • Manage the CEO’s calendar, appointments, meetings, and travel arrangements.
  • Screen, prioritize, and respond to emails, calls, and correspondence as needed.
  • 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 support day-to-day CEO operations.

Requirements

  • 5+ years of experience as an Executive Assistant, Chief of Staff, Operations Coordinator, or in a similar high-level administrative role.
  • Previous experience supporting a CEO, Founder, Managing Partner, or other C-level executive.
  • Experience 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.
  • Resourceful and proactive, with the ability to anticipate needs and operate as a strategic partner to the CEO.

Interested in this position?

Apply directly on the company website

Apply Now

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