Role OverviewWe are hiring a full-time Executive Assistant to support Partners at a high-standards, white-glove professional services firm operating in private credit / debt brokerage for high-growth companies. This role is Executive Assistant–first (not social media). You will act as a central execution and coordination point across communications, scheduling, materials preparation, CRM upkeep and partner task tracking.Accuracy, responsiveness and judgment are critical this is a client-facing environment with no margin for careless errors. The firm leverages automation and AI-native workflows, but this role exists to ensure a human, high-touch experience for clients, lenders, and partners.Core ResponsibilitiesClient & Lender Correspondence (High Priority)Manage inbound and outbound communication across WhatsApp, email, and SlackDraft clear, professional messages on behalf of PartnersTrack ongoing threads and ensure timely follow-upsMaintain a polished, white-glove tone across all external communicationsEscalate time-sensitive or high-risk items appropriatelyCalendar & Scheduling Management (High Priority)Own end-to-end scheduling for meetings and calls with clients, lenders, and internal partnersCoordinate across time zones, manage reschedules, and send confirmations/remindersEnsure calendars are clean, current, and prioritizedPrepare Partners in advance with agendas, links, and required materialsMeeting Materials, Pitch Materials & Presentations (High Priority)Prepare and refine meeting decks, pitch materials, and presentation documentsBuild professional, executive-level slides for:Client presentationsLender discussionsBoard / internal strategy meetingsWork in PowerPoint, Google Slides and/or Canva (must export cleanly to PowerPoint)Ensure consistency in formatting, charts, tables, and narrative flowCRM Updates & Pipeline Hygiene (High Priority)Keep CRM records accurate and up to date (contacts, notes, activities, follow-ups)Log communication and meeting outcomes where requiredSupport light pipeline tracking so nothing falls through the cracksPartner Task Tracking & Weekly Execution (High Priority)Track Partners’ weekly to-dos and prioritiesMaintain a clear task system with owners and deadlinesConvert meeting outcomes into actionable next stepsProactively follow up to keep work moving and reduce Partner bottlenecks Working Style ExpectationsWhite-glove execution: precise, polished, client-ready work at all timesHigh ownership: anticipates needs and follows through without being chasedDetail-oriented: errors in comms, decks or scheduling are not acceptableProcess-minded: comfortable working alongside automation and improving workflowsConfidential & discreet: trusted with sensitive financial and client informationRequired Qualifications3–5+ years experience as an Executive Assistant or senior administrative support roleStrong written English with professional, client-facing toneProven experience managing executive calendars and scheduling complex meetingsStrong presentation skills (PowerPoint / Google Slides); able to make content investor or client-readyExperience maintaining CRMs accurately and consistentlyHighly organized, proactive, and dependablePreferred QualificationsBackground in finance, private credit, investment banking, PE/VC, fintech, or professional servicesExperience supporting founders or senior partners in a small, fast-moving teamComfort working with data-heavy or finance-style presentationsFamiliarity with AI tools and automated workflows (e.g., ChatGPT, AI research tools)Tools & ChannelsWhatsApp, Email, SlackCRM system (e.g., HubSpot, Salesforce, Airtable, or similar)PowerPoint, Google Slides, CanvaTask and project tracking tools (Notion, Asana, ClickUp, Trello, or similar)What Success Looks Like (First 60 Days)Partner calendars run smoothly with fewer interruptions and no missed meetingsClient and lender communications are timely, professional and well-trackedCRM data is clean, reliable and currentWeekly priorities are visible, tracked and executed consistentlyPresentations require minimal revision and are meeting-ready on first passWhy Join Assist World?100% REMOTE$50 birthday bonus$200 testimonial bonus$500 entry monthly raffleNO TRACKER. NO PROBLEMWe may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
3 months ago