Executive Assistant- Financial Services

Elevate And Delegate; Philippines; On-site; PHP 360,000 - 720,000; Full time

Job summary

Elevate And Delegate is seeking an experienced Executive Assistant to support the CEO in a dynamic financial services environment. You will manage calendars, coordinate travel, prepare reports, and maintain confidential records.

You will partner across departments, screen communications, and help streamline processes, ensuring deadlines are met with discretion and professionalism. The role requires 5+ years of executive support, superb organizational skills, and proficiency with Google Workspace

Qualifications

• 5+ years of experience in an Executive Assistant, Chief of Staff, Operations Coordinator, or similar high-level administrative role.
• Previous experience supporting a CEO, Founder, Managing Partner, or C-level executive.
• Experience in accounting/CPA/financial services environments is highly preferred.
• Exceptional organizational and time management skills.
• Strong written and verbal communication skills.
• Advanced proficiency with Google Workspace and Microsoft Office.
• Experience with accounting/business management software is a plus.
• Ability to manage multiple priorities with minimal supervision.

Responsibilities

• Manage the CEO's calendar, appointments, meetings, and travel arrangements.
• Screen and prioritize emails, calls, and correspondence.
• Prepare reports, presentations, meeting agendas, and executive summaries.
• Coordinate with internal teams, clients, vendors, and external stakeholders.
• Track key projects and ensure deadlines are met.
• Assist with bookkeeping, invoicing, expense tracking, and financial documentation when needed.
• Maintain confidential records and sensitive business information.
• Create and improve SOPs, workflows, and administrative processes.
• Handle special projects and serve as the CEO's right hand in day-to-day operations.

Skills

Executive support

Calendar management

Communication

Discretion

Multitasking

Attention to detail

Team collaboration

Problem solving

Tools

Google Workspace

Microsoft Office

QuickBooks

Xero

Karbon

Canopy

TaxDome

Job description

Executive Assistant- Financial Services

Company : Elevate And Delegate Job Type : Full Time Philippines

Job Description - Executive Assistant- Financial Services

Description

Job description:

Key Responsibilities

• Manage the CEO's calendar, appointments, meetings, and travel arrangements
• Screen and prioritize emails, calls, and correspondence
• Prepare reports, presentations, meeting agendas, and executive summaries
• Coordinate with internal teams, clients, vendors, and external stakeholders
• Track key projects and ensure deadlines are met
• Assist with bookkeeping, invoicing, expense tracking, and financial documentation when needed
• Maintain confidential records and sensitive business information
• Create and improve SOPs, workflows, and administrative processes
• Handle special projects and serve as the CEO's right hand in day-to-day operations

Requirements

Qualifications

• 5+ years of experience as an Executive Assistant, Chief of Staff, Operations Coordinator, or similar high-level administrative role
• Previous experience supporting a CEO, Founder, Managing Partner, or C-level executive
• Experience working in an accounting firm, CPA firm, bookkeeping company, financial services firm, or professional services environment is highly preferred
• Exceptional organizational and time management skills
• Strong written and verbal communication skills
• Advanced proficiency with Google Workspace and Microsoft Office
• Experience with accounting and business management software such as QuickBooks, Xero, Karbon, Canopy, TaxDome, or similar platforms is a plus
• Ability to manage multiple priorities with minimal supervision
• High level of discretion, professionalism, and attention to detail

What We're Looking For

The ideal candidate is resourceful, anticipates needs before they arise, and can operate as a strategic partner to the CEO. You are comfortable handling executive-level responsibilities, coordinating across departments, and keeping operations running smoothly behind the scenes.

Original job Executive Assistant- Financial Services posted on GrabJobs ©.