Company Overview:
- Multiply Advisors is committed to empowering small business owners in the US with financial clarity and confidence.
- The company leverages expertise in tax regulations and accounting, along with advanced technology, to deliver tailored financial solutions.
- The team believes in transforming numbers into a vision that supports lasting, impactful relationships.
Role Summary:
- We are looking for a highly organized, proactive Executive Assistant to the CEO to be Josh's right hand during US Pacific daytime hours.
- The role exists to hold the perimeter around the CEO so that every meeting is prepared and followed through, his inbox and open loops are watched, and nothing he kicks up ever hits the ground.
- A real-time overlap with the US Pacific workday is essential.
Big Picture Role Duties:
- Treat Josh's calendar as your spine.
- Make sure every meeting is prepped and every piece is in place.
- Turn every meeting into clean action the same day.
- Post recaps, create tasks with an owner and due date, and confirm loops are closed.
- Be Josh's eyes on the inbox and surface what needs him with a recommendation attached.
- Get status and clarity from team members on Josh's behalf.
- Keep schedules, documents, trackers, and workflows in perfect order.
Key Responsibilities:
- Gain full visibility into Josh's calendar and keep a rolling view of upcoming meetings.
- Prepare agendas, gather client files and context, and surface what has been received and what is still needed.
- Schedule, reschedule, and protect Josh's time.
- Pull meeting recaps and transcripts from Ping/Granola immediately after meetings.
- Post recaps and transcripts in the client's Slack channel.
- Turn action items into properly shaped tasks in ClickUp/Triage.
- Monitor Missive and send Slack messages regarding urgent items.
- Draft and proofread replies, emails, and messages for Josh's review.
- Watch Josh's task lists and build awareness of what he is driving.
- Check in with team members for status and blockers.
- Organize and maintain documentation on shared platforms.
- Write short SOPs after novel tasks.
Required Qualifications:
- Background in Business Administration, Management, Communications, or a related field.
- Strong proficiency in verbal and written English communication skills.
- Minimum of 2 years of experience as an executive assistant, virtual assistant, or similar administrative role supporting senior leadership.
- Proficiency in Microsoft 365, Google Sheets/Docs, SharePoint, Slack, ClickUp, Calendly, Zoom, and Loom.
- Availability to work 7AM–4PM US Pacific Time, Monday to Friday.
