Manage inbound and outbound communication across WhatsApp, email, and Slack
Draft clear, professional messages on behalf of Partners
Track ongoing threads and ensure timely follow-ups
Maintain a polished, white-glove tone across all external communications
Escalate time-sensitive or high-risk items appropriately
Own end-to-end scheduling for meetings and calls with clients, lenders, and internal partners
Coordinate across time zones, manage reschedules, and send confirmations/reminders
Ensure calendars are clean, current, and prioritized
Prepare Partners in advance with agendas, links, and required materials
Prepare and refine meeting decks, pitch materials, and presentation documents
Build professional, executive-level slides for client presentations, lender discussions, and board/internal strategy meetings
Work in PowerPoint, Google Slides and/or Canva (must export cleanly to PowerPoint)
Ensure consistency in formatting, charts, tables, and narrative flow
Keep CRM records accurate and up to date
Log communication and meeting outcomes where required
Support light pipeline tracking so nothing falls through the cracks
Track Partners’ weekly to-dos and priorities
Maintain a clear task system with owners and deadlines
Convert meeting outcomes into actionable next steps
Proactively follow up to keep work moving and reduce Partner bottlenecks

3–5+ years experience as an Executive Assistant or senior administrative support role
Strong written English with professional, client-facing tone
Proven experience managing executive calendars and scheduling complex meetings
Strong presentation skills (PowerPoint / Google Slides); able to make content investor or client-ready
Experience maintaining CRMs accurately and consistently
Highly organized, proactive, and dependable
Background in finance, private credit, investment banking, PE/VC, fintech, or professional services (Preferred)
Experience supporting founders or senior partners in a small, fast-moving team (Preferred)
Comfort working with data-heavy or finance-style presentations (Preferred)
Familiarity with AI tools and automated workflows (e.g., ChatGPT, AI research tools) (Preferred)

Executive Assistant – Billing

Key skills