Virtual Executive Assistant to Wealth Management CEO

Description :

FreedUp is a small startup from Austin, TX - you'll work directly with our founders, Aaron Hayslip and Scott Frazier. Feel free to reach out to us and say hi on LinkedIn! We are an Executive Assistant Agency that matches elite founders and executives to world-class EAs.

In this role, we are seeking a highly motivated and organized individual to join our team as an Virtual Executive Assistant to a Wealth Management CEO.

As an Executive Assistant at FreedUp, you will have the opportunity to work closely with our senior executives in a fast-paced and dynamic environment.

Your role will involve providing essential administrative support to ensure the smooth functioning of our daily operations.

This is a fantastic opportunity for a detail-oriented individual with exceptional organizational skills to make a significant impact and grow within a successful and innovative company.

Schedule : Monday - Friday 8am-5pm CST / 9pm -6am PHT

Pay Range : 564,000 PHP - 705,000 PHP (annually) / $800-$1000 USD / monthly

Duties and Responsibilities :

Triage Executive's email inbox and respond to emails on the Executive's behalf

Manage complex calendars, including scheduling and coordinating meetings and appointments (personal / professional)

Help manage personal finances

Coordinate travel arrangements, including flights, accommodations, and transportation

Create and maintain a well-structured, easily searchable knowledge base using tools like Evernote or Notion.

Prepare, proofread, and edit presentations, reports, and other documents

Handle confidential and sensitive information with the utmost discretion and professionalism

Conduct research and gather information to assist in decision-making and problem-solving

Serve as a liaison between senior executives, employees, and external stakeholders

Capable of creating high quality Standard Operating Procedures (SOPs)

Qualifications :

Minimum of 2-3 years of experience as an Executive Assistant or in a similar administrative role

Bachelor's degree in Business Administration, Finance, Communications, or related field preferred

A proven track record of supporting executives in a virtual setting is required (2+ years virtual experience)

C2 level proficiency in English, both written and spoken

Skills :

Excellent verbal and written communication skills

Advanced proficiency in Microsoft Office Suite, Gsuite, Notion, Airtable, and similar tools

Strong organizational and time-management abilities

Familiarity with personal finance management (experience with Monarch or Quickbooks a bonus)

Ability to multitask and prioritize tasks effectively

Ability to work independently and collaboratively in a team-oriented environment

Attention to detail and problem-solving skills

High level of professionalism and discretion

Technical Requirements :

Reliable high-speed internet connection with a minimum speed of 50 Mbps download and 10 Mbps upload.

A modern computer or laptop with a multi-core processor (Intel i5 or higher / equivalent). Work computer must be a desktop or very fast laptop, running Windows 8 or newer.

It must have at least 8 GB of RAM and 256 GB of free hard drive space.

Proficiency with remote communication tools such as Zoom, Microsoft Teams, Slack, or Google Meet.

A noise-canceling headset with a microphone for clear communication.

A quiet office environment for taking and placing calls. Must not hear kids, pets, construction, or other noises in the background.

Benefits :

International experience

Health Insurance Reimbursement

Opportunity to work remotely from anywhere

Supportive and collaborative team environment

Learning and development opportunities

Potential Performance Bonus