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Remote Executive Assistant (Operations & Investment-Finance Support)

1 month, 1 week ago
Mexico, Brazil, El Salvador, Guatemala, Peru
Full-time
Senior
Executive Assistant
Operations
Asana ClickUp Notion
Apply Now

FreedUp

FreedUp is a staffing and executive assistant service for founders that provides trained Executive Assistants, custom SOPs/playbooks, onboarding, and ongoing support to help founders offload admin work and buy back time.

Staffing and Recruiting
11-50
Founded 2023
View All Jobs 23

Description

  • Triage and summarize high-priority emails, organize inboxes, and draft emails for review before sending.
  • Manage meeting scheduling, confirmations, logistics, buffer times, focus blocks, and time-zone coordination.
  • Use an ideal-week framework to anticipate scheduling needs and keep the Founder’s calendar organized.
  • Handle location details, parking information, and other meeting logistics.
  • Support private equity and hedge fund operations through reporting workflows, portfolio tracking, and capital deployment summaries.
  • Assist with fund-level financial administration, including expense tracking, reconciliation support, and documentation management.
  • Maintain organized records for investment transactions, deal documents, due diligence materials, and compliance documentation.
  • Prepare internal investment memoranda, financial summaries, and board-level reporting materials.
  • Coordinate with accounting partners, fund administrators, legal, and investment stakeholders to keep reporting and workflows on track.
  • Identify process gaps, implement structured improvements, and maintain dashboards for portfolio performance and KPI monitoring.

Requirements

  • 3+ years of experience as an Executive Operations Assistant, Operations Manager, or senior Executive Assistant with operational responsibilities.
  • Strong experience managing workflows, SOP documentation, and process optimization.
  • Proven ability to own and execute recurring operational tasks with minimal oversight.
  • High attention to detail and strong follow-through.
  • Comfortable handling sensitive information in security-conscious environments.
  • Strong written and verbal communication skills.
  • Ability to prioritize competing tasks and manage deadlines independently.
  • Highly organized, structured thinker with a systems mindset.
  • Proactive problem-solver who anticipates bottlenecks before they arise.
  • Strong emotional intelligence and professional judgment.
  • Reliable high-speed internet, a modern laptop with a multi-core processor, and a noise-canceling headset.
  • Experience supporting founders, investors, or operators in high-growth environments is preferred.
  • Exposure to finance, investing, private equity, or consulting industries is preferred.
  • Familiarity with tools such as Asana, ClickUp, Notion, Slack, Google Workspace, and CRM systems is preferred.
  • Experience coordinating remote teams is preferred.
  • Background in business operations, finance, or project management is preferred.

Benefits

  • Full-time remote role with the ability to work from anywhere.
  • Salary of 1,000-1,600 based on experience.
  • Learning and development opportunities.
  • Supportive and collaborative team environment.
  • Potential performance bonuses.
  • PTO.
  • HMO after 3 months.

Interested in this position?

Apply directly on the company website

Apply Now

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