Executive Assistant

Role Overview

• Manage and coordinate the executive’s calendar, appointments, and scheduling priorities
• Act as a gatekeeper and buffer to help optimize the executive’s time and focus
• Assist with organizing meetings, preparing agendas, and tracking follow-ups
• Support internal workflow management to ensure tasks and projects stay on track
• Organize and maintain Standard Operating Procedures (SOPs) and internal documentation
• Assist in improving operational processes and maintaining structured systems
• Review, organize, and format business documents and internal materials
• Assist with preparing and managing documentation related to business operations
• Support administrative tasks related to financial planning workflows when needed
• Coordinate with internal team members to ensure smooth communication and project progress
• Help track tasks, deadlines, and deliverables across the business
• Assist with scheduling social media posts across platforms
• Manage basic content organization and updates
• Support simple graphic or visual content preparation when required

Requirements

• Proven experience as an Executive Assistant, Virtual Assistant, or similar administrative role
• Excellent written and verbal English communication skills
• Strong organizational and time management abilities
• Ability to work independently with minimal supervision
• High attention to detail and strong problem-solving skills
• Experience managing calendars, workflows, and documentation systems
• Proficiency with common productivity tools (Google Workspace, Microsoft Office, project management tools, etc.)
• Nice to Have
• Exposure to financial planning documentation or compliance-related administration
• Familiarity with ASIC-related processes or financial services documentation
• Basic experience with social media scheduling tools or simple graphic design platforms (e.g., Canva)