Executive Assistant

About the Role

A fast-scaling fintech and investment platform operating across the United States, we empower high-net-worth individuals and institutional clients with next-gen wealth management, capital allocation, and strategic advisory services. Our leadership operates at the intersection of finance, technology, and private client engagement — and we’re building a lean, high-velocity support engine to keep our C-suite agile, informed, and ahead of the curve.

Responsibilities

• Manage executive calendars with precision — prioritize meetings, coordinate cross-time-zone scheduling, and proactively resolve conflicts for C-suite leaders.
• Prepare and distribute confidential briefing materials, board decks, investor updates, and travel itineraries ahead of key engagements.
• Act as the gatekeeper for executive communications — triage emails, manage correspondence, and draft responses with executive tone and discretion.
• Coordinate domestic and international business travel — secure flights, accommodations, ground transfers, and expense reporting with end-to-end ownership.
• Track and follow up on action items from meetings, ensuring timely execution and seamless handoffs across departments.
• Oversee executive office logistics — including vendor coordination, expense management, and digital file organization for key stakeholders.

Requirements

• Microsoft Office Suite
• Google Workspace
• Slack
• Zoom
• Asana
• Trello
• Notion
• Concur

Preferred Qualifications

• Familiarity with Salesforce or CRM systems
• Experience supporting C-level executives in fintech or private equity
• Knowledge of expense audit workflows or corporate card reconciliation

Benefits

• 100% remote — work from anywhere in the U.S. with flexible hours and asynchronous collaboration.
• Direct exposure to leadership strategy, investor relations, and high-stakes decision-making cycles.
• Performance-based bonuses and career growth pathways tailored to top performers.