Executive Assistant & Operations Partner (AI-Driven)

Halo Recruiting; Philippines; On-site; PHP 600,000 - 900,000; Full time

Job summary

Halo Recruiting client, a growing investment firm focused on the built world, seeks an Executive Assistant to the leadership team. This role blends high-level administrative support with internal operations, relationship management, and coordination across deal and investor workflows.

The successful candidate will manage calendars, inboxes, travel, and meeting prep while helping design and maintain AI-enabled sourcing and workflow systems.

Qualifications

• 3–5+ years of experience in executive assistance, operations, or high-trust support roles.
• Experience in private equity, venture capital, investment banking, asset management, or financial services is preferred.
• Proven ability to manage confidential information and senior stakeholder calendars.
• Familiarity with CRMs, workflow tools, and documentation across Google Drive and project platforms.
• AI-native: comfortable with Claude, ChatGPT, and AI coding assistants to build workflows.

Responsibilities

• Manage complex calendars and coordinate meetings across multiple stakeholders.
• Own and organize inboxes, draft polished emails, and prepare meeting agendas.
• Track decisions, actions, owners, and deadlines; follow up with stakeholders.
• Coordinate travel, logistics, expenses, and light bookkeeping tracking.
• Help establish and improve CRM, project-management tools, and shared docs.
• Create reliable workflows, reminders, trackers, and follow-up systems.
• Maintain information across Google Drive, Slack, CRM, and tools like Asana or Notion.
• Serve as operational orchestrator for AI-enabled sourcing, relationship management, and workflows.
• Identify gaps and progressively own recurring processes.
• Support deal and LP workflows with CRM tracking, communications, and materials.

Skills

Calendar management

Executive support

CRM familiarity

AI tools

Written English

Tools

Asana

Notion

Google Drive

Slack

CRM

Job description

Halo Recruiting client, a growing investment firm focused on the built world, seeks an Executive Assistant to the leadership team. This role blends high-level administrative support with internal operations, relationship management, and coordination across deal and investor workflows.

The successful candidate will manage calendars, inboxes, travel, and meeting prep while helping design and maintain AI-enabled sourcing and workflow systems.