Executive & Investment Operations Assistant

Overview:

Our client is looking for a highly capable Executive & Investment Operations Assistant to provide dedicated support to a team of 4-6 investment professionals at a US-based investment firm and family office. In this role, you will serve as a central administrative hub by managing complex calendars, overseeing email flows, and maintaining precise CRM data records. The ideal candidate thrives in a fast-paced environment, balancing dynamic priorities while maintaining exceptional attention to detail and a proactive approach.

Schedule: Monday to Friday, aligned with EDT business hours and with flexibility for urgent communications; Full-Time, 40 hours per week

Responsibilities:

• Coordinate and manage complex meeting calendars for multiple executives simultaneously
• Monitor and filter executive email accounts to ensure timely responses and priority management
• Update and maintain accurate records of investor interactions and investment data in CRMs
• Arrange and manage international and domestic travel logistics for the investment team
• Support administrative and personal tasks for the family office to ensure operational seamlessness
• Serve as a professional point of contact for external stakeholders and firm investors
• Draft and proofread professional correspondence and team communications
• Implement and maintain organizational systems to improve team productivity

Requirements:

• Minimum 3 years of professional experience as an Executive Assistant or in a similar high-level support role
• Fluent English proficiency with exceptional written and verbal communication skills
• MUST BE IN OR NEAR THE CLIENT'S TIMEZONE FOR WORK SCHEDULE ALIGNMENT
• Proven ability to manage high volumes of work with minimal errors and high self-sufficiency
• High proficiency with modern productivity tools, calendar software, and CRM platforms
• Strong organizational skills and the ability to adapt to changing priorities in real-time
• Previous experience supporting finance or investment professionals
• Ability and flexibility to work within Eastern Time business hours

Independent Contractor Perks:

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Note:

Please click the "APPLY" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

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