Executive Assistant- Financial Services

Elevateanddelegate; Philippines; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

Elevate And Delegate in the Philippines is seeking an experienced Executive Assistant to support the CEO in financial services. The role focuses on calendar management, communications, and project coordination to keep operations running smoothly.

You will prepare reports and presentations, assist with bookkeeping and invoicing, and maintain confidential records. The ideal candidate has 5+ years in senior admin roles, experience with accounting environments, and strong proficiency in Google

Qualifications

• 5+ years in senior administrative roles (EA, COO/CoS) or similar.
• Experience supporting a CEO or C-level executive.
• Experience in accounting/financial services sector preferred.
• Exceptional organizational and time-management skills.
• Strong written and verbal communication.
• Proficiency with Google Workspace and Microsoft Office.
• Familiarity with accounting/business software is a plus.
• Ability to handle multiple priorities with discretion.

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

Organizational skills

Time management

Written & verbal comms

Discretion & professionalism

Attention to detail

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
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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.