# Executive Assistant- Financial Services

**Company:** [Elevate and Delegate](http://jobs.workable.com/companies/oL8anaMc3L7hEkN8oLKogR.md)
**Location:** Remote
**Workplace:** remote
**Employment type:** Full-time

[Apply for this job](http://jobs.workable.com/view/cf05c02a-73e2-4e4f-ab2a-f156aac5cc05)

## Description

Job description:

Key Responsibilities

-   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

Qualifications

-   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

What We're Looking For

The ideal candidate is resourceful, anticipates needs before they arise, and can operate as a strategic partner to the CEO. You are comfortable handling executive-level responsibilities, coordinating across departments, and keeping operations running smoothly behind the scenes.