Executive Assistant

Role Overview

• Coordinate with financial advisors, accountants, and investment managers on behalf of the CEO
• Track and organize personal investment portfolios, statements, and financial correspondence
• Manage tax preparation workflows — gather documents, coordinate with CPAs, track deadlines, and ensure timely filings for both personal and business-related obligations
• Process, organize, and resolve incoming financial paperwork, invoices, and office mail efficiently
• Maintain a clear system for accounts payable, reimbursements, and recurring financial commitments
• Serve as the primary liaison with attorneys, legal agencies, and regulatory bodies for personal and light business legal matters
• Review, organize, and track contracts, agreements, and legal correspondence
• Manage timelines for legal filings, renewals, and compliance deadlines
• Conduct basic legal research and prepare summaries to support decision-making
• Coordinate with local government agencies and offices on permits, filings, and documentation
• Manage logistics for family-related matters including college applications, enrollment, academic deadlines, and school communications
• Coordinate medical appointments, insurance paperwork, and health-related administration for the CEO's family
• Handle personal scheduling, travel, and logistics that intersect with professional commitments
• Serve as the go-to problem solver for personal administrative needs, ensuring fast resolution
• Own the CEO's incoming mail — physical and digital — with a system for triage, action, and follow-up
• Maintain organized records and filing systems across financial, legal, and personal domains
• Identify and implement tools and processes that increase efficiency across all areas of responsibility
• Proactively flag issues, deadlines, and risks before they become problems

Requirements

• 2-5 years of experience in executive support, operations, legal administration, financial coordination, or a similar role combining multiple disciplines
• Bachelor's degree required; coursework or certification in business, finance, pre-law, paralegal studies, or a related field is a strong plus
• Demonstrated ability to manage complex, multi-track workstreams with competing deadlines
• Experience coordinating with external professionals (attorneys, accountants, financial advisors)
• Familiarity with personal tax filings, investment documentation, and basic legal agreements
• Proficiency with productivity and AI tools — Google Workspace, Microsoft Office, and a willingness to adopt new technology aggressively
• Must be trustworthy, discreet, and comfortable handling confidential information.

Benefits

• Opportunity to shape the digital strategy at a high-growth Salesforce ISV.
• Collaborative, innovative, and mission-driven culture.
• Competitive compensation and benefits.
• Career growth in a fast-scaling company serving global enterprises.
• Be part of a global, mission-driven team
• Learn from top leaders in Salesforce DevOps and SaaS sales
• Work on exciting challenges in a rapidly growing industry