This role supports a business leader who operates multiple companies simultaneously across private equity, consulting, content/media, and events. The Executive Assistant will manage day-to-day operations, communications, scheduling, stakeholder coordination, and project follow-through across several active ventures. The ideal candidate is proactive, organized, skilled in managing complex workflows, and able to operate with discretion and confidence in fast-moving environments.
You will serve as a strategic right hand — ensuring priorities are executed, operations run smoothly, and projects progress across business portfolios.
Key Responsibilities:
- Provide high-level executive support, including complex calendar, inbox, and travel management across multiple companies and time zones.
- Prepare executives for meetings by creating agendas, briefing notes, and follow-up summaries.
- Manage confidential information with discretion and professionalism.
- Coordinate scheduling and logistics for internal and external meetings, events, and interviews.
- Track commitments, ensure timely follow-up, and maintain accountability across initiatives.
- Maintain organized digital systems, shared drives, and accurate documentation.
- Manage invoices, reimbursements, and expense tracking; support client billing processes.
- Maintain CRM systems (DealCloud, HubSpot, etc.) with updated contacts, notes, and deal activity.
- Support private equity and M&A administration, including due diligence tracking and NDA management.
- Coordinate professional communications and outreach with investors, clients, and partners.
- Manage podcast operations: guest scheduling, production timelines, materials, and post-release communications.
- Support community engagement and outreach via podcast networks, LinkedIn, and related channels.
- Manage project workflows and task boards in ClickUp; track progress, dependencies, and deadlines.
- Translate meeting discussions into actionable tasks and follow through on completion.
- Support client onboarding, contracts, and billing coordination within consulting and advisory practices.
- Assist with event and partnership coordination, including speaker, sponsor, and vendor communications.
- Support light marketing and communications activities such as LinkedIn posts, content formatting, and website updates.
- Maintain and manage operational systems, including Google Workspace, Microsoft 365, QuickBooks, LastPass, and Zapier.
- Coordinate platform integrations and automation to enhance productivity and workflow efficiency.
- Uphold brand standards and assist with content consistency across marketing and communications materials.
Other Requirements:
- Excellent WIFI (minimum 50 -100Mbps speed)
- Own Laptop or desktop computer
- External Monitor
- Sufficient backup power supply for power outages
- Good quality headset with a built-in microphone
- Working hours are Monday to Friday (US Time Zones)