Executive Assistant – Financial Services

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Elevate and Delegate

WebsiteLinkedInAll Job Openings

1 - 10 employees

👥 HR Tech

🎯 Recruiter

🤝 B2B

HR Tech • Recruitment • B2B

Elevate and Delegate is a company that specializes in helping businesses reduce staffing costs and improve efficiency by sourcing and managing high-performance remote teams. They find talented overseas employees to fill roles such as virtual assistants, bookkeepers, customer service representatives, video editors, and more. Their services include smooth and efficient hiring and onboarding processes, strategy sessions to understand client pain points, and a 90-day satisfaction guarantee for their placements. Elevate and Delegate aims to help businesses grow without increasing their workload, by providing a dedicated talent overseas that works on the client's schedule.

📋 Description

• 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

🎯 Requirements

• 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