[Hiring] Executive Assistant for a Corporate Finance Advisory @Virtual Coworker

Role Description

• Client & Lender Correspondence (High Priority)
  • Manage inbound and outbound communication across WhatsApp, email, and Slack
  • Draft clear, professional messages on behalf of Partners
  • Track ongoing threads and ensure timely follow-ups
  • Maintain a polished, white-glove tone across all external communications
  • Escalate time-sensitive or high-risk items appropriately
• Calendar & Scheduling Management (High Priority)
  • Own end-to-end scheduling for meetings and calls with clients, lenders, and internal partners
  • Coordinate across time zones, manage reschedules, and send confirmations/reminders
  • Ensure calendars are clean, current, and prioritized
  • Prepare Partners in advance with agendas, links, and required materials
• Meeting Materials, Pitch Materials & Presentations (High Priority)
  • Prepare and refine meeting decks, pitch materials, and presentation documents
  • Build professional, executive-level slides for:
    • Client presentations
    • Lender discussions
    • Board / internal strategy meetings
  • Work in PowerPoint, Google Slides, and/or Canva (must export cleanly to PowerPoint)
  • Ensure consistency in formatting, charts, tables, and narrative flow
• CRM Updates & Pipeline Hygiene (High Priority)
  • Keep CRM records accurate and up to date (contacts, notes, activities, follow-ups)
  • Log communication and meeting outcomes where required
  • Support light pipeline tracking so nothing falls through the cracks
• Partner Task Tracking & Weekly Execution (High Priority)
  • Track Partners’ weekly to-dos and priorities
  • Maintain a clear task system with owners and deadlines
  • Convert meeting outcomes into actionable next steps
  • Proactively follow up to keep work moving and reduce Partner bottlenecks

Working Style Expectations

• White-glove execution: precise, polished, client-ready work at all times
• High ownership: anticipates needs and follows through without being chased
• Detail-oriented: errors in comms, decks, or scheduling are not acceptable
• Process-minded: comfortable working alongside automation and improving workflows
• Confidential & discreet: trusted with sensitive financial and client information