Executive Assistant – Financial Services

Vaga não está no LinkedIn

🕒 Junho 17

🇵🇭 Filipinas – Remoto

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

👨‍💼 Assistente Executivo

👻 Score fantasma 29%

infoinfo

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of Elevate and Delegate

Elevate and Delegate

1 - 10 funcionários

👥 RH Tech

🎯 Recrutamento

🤝 B2B

HR Tech • Recruitment • B2B

Elevate and Delegate é uma empresa especializada em ajudar negócios a reduzir custos com pessoal e aumentar a eficiência operacional por meio do sourcing e da gestão de equipes remotas de alta performance. A empresa identifica e gerencia profissionais talentosos no exterior para ocupar funções como: • Assistentes Virtuais • Assistentes/auxiliares de contabilidade (bookkeepers) • Representantes de Atendimento ao Cliente • Editores de Vídeo • Entre outras Seus serviços incluem: • Processos de recrutamento e onboarding ágeis e eficientes • Sessões estratégicas para entender as principais dores e objetivos do cliente • Garantia de satisfação de 90 dias para suas alocações A Elevate and Delegate busca ajudar as empresas a crescer sem aumentar a carga de trabalho, fornecendo talento dedicado no exterior que atua no horário do cliente.

Descrição

• Manage the CEO's calendar, appointments, meetings, and travel arrangements • Screen and prioritize emails, calls, and correspondence • 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 serve as the CEO's right hand in day-to-day operations

🎯 Requisitos

• 5+ years of experience as an Executive Assistant, Chief of Staff, Operations Coordinator, or similar high-level administrative role • Previous experience supporting a CEO, Founder, Managing Partner, or C-level executive • Experience working 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

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