Strategic Executive Assistant with Finance & Ops

Virtual Assist; United States; Remote; USD 55,000 - 85,000; Full time

Job summary

Virtual Assist is seeking a highly capable Executive Assistant to provide strategic, administrative, and operational support to company leadership. The role requires exceptional organizational skills, strong business acumen, and the ability to anticipate needs while handling confidential information.

You will manage complex calendars, coordinate meetings, prepare reports, and support accounting workflows using the Clearing platform.

Qualifications

• 3+ years as Executive Assistant or similar support role.
• Excellent written and spoken English.
• Advanced proficiency in Google Workspace and Microsoft Office.
• Experience with project management tools (ClickUp, Asana, Trello, etc.).
• Familiarity with CRM systems (HubSpot, Salesforce, Zoho).
• Experience with Clearing accounting software is preferred.
• Strong prioritization and multitasking abilities.
• Discretion and confidentiality vital.

Responsibilities

• Coordinate and manage complex executive schedules.
• Arrange meetings with logistics, agendas, and follow-ups.
• Serve as primary point of contact for executive communications.
• Screen and organize emails to maximize productivity.
• Prepare reports, briefings, and business documents.
• Track action items and deadlines across projects.
• Plan company events, leadership meetings, and virtual conferences.
• Handle travel arrangements and detailed itineraries.
• Maintain CRM platforms and operational records.
• Assist with recruiting by coordinating interviews.
• Monitor key metrics and compile leadership reports.
• Collaborate with cross-functional teams for project execution.
• Support sales/marketing through campaign coordination.
• Identify opportunities to streamline workflows.
• Manage ad hoc projects with quality and deadlines.

Skills

English communication

Prioritization

Confidentiality

Independent work

Professionalism

Tools

Google Workspace

Microsoft Office

ClickUp

Asana

Trello

Monday.com

Notion

Slack

HubSpot

Salesforce

Zoho

Clearing (getclearing.com)

Job description

Virtual Assist is seeking a highly capable Executive Assistant to provide strategic, administrative, and operational support to company leadership. The role requires exceptional organizational skills, strong business acumen, and the ability to anticipate needs while handling confidential information.

You will manage complex calendars, coordinate meetings, prepare reports, and support accounting workflows using the Clearing platform.