Executive Assistant

Summary

Join our client, a strategic financial consulting firm serving social enterprises and non-profits, as their new Executive Assistant! This fully remote position (9 AM - 5 PM PST) offers comprehensive administrative and operational support to the Founders and top-level executives. You will play an essential role in supporting both personal and professional projects, assisting the operations and marketing team, and ensuring smooth business operations. This exciting opportunity allows you to contribute to various business areas while developing organizational skills. The role involves managing executive schedules, creating proposals and contracts, developing SOPs, and proactively anticipating executive needs. You will also handle minimal bookkeeping tasks and collaborate with various teams on ongoing operations and special projects.

Requirements

• 2+ years of experience in an Executive Assistant or Operations role, or similar administrative support capacity
• Strong organizational skills and high EQ, with the ability to manage multiple priorities effectively
• Fluency in English (written and verbal) required; Spanish is a plus
• A proactive mindset with the ability to identify areas for improvement and take ownership of tasks

Responsibilities

• Provide executive support to founders and high-level executives in the form of personal and professional task management, calendar coordination, logistics support, and general administrative assistance
• Assist with the creation and management of proposals and contracts, ensuring timely and accurate preparation
• Organize and manage executive schedules, and appointments to ensure smooth operations
• Develop and maintain Standard Operating Procedures (SOPs) and document business processes to maintain consistency across the team
• Anticipate the needs of the executives and take on tasks proactively to ensure everything is running efficiently
• Assist in various areas of the business as needed, providing support for both ongoing operations and special projects
• Handle basic bookkeeping tasks such as invoice creation and liaising with the accounting team for financial tracking

Preferred Qualifications

• Experience with tools such as Monday.com and DocuSign is highly preferred
• Basic understanding of bookkeeping in Quickbooks Online is a plus

Benefits

Fully-Remote (Work from Home), 9 AM - 5 PM PST