Senior Client Service Associate / Executive Assistant - Remote

Overview

The Senior Client Service Associate / Executive Assistant will support the CEO and oversee critical business operations in a fast-paced, tech-savvy environment.

In Short

• Act as the CEO’s right hand and oversee business operations.
• Lead internal workflows and manage cross-functional initiatives.
• Implement technology and automation solutions to drive efficiency.
• Prepare and process client documentation and transactions.
• Manage client account maintenance and fund transfers.
• Generate billing reports and meeting materials.
• Coordinate logistics for client-facing events.
• Oversee employee onboarding and internal meetings.
• Build internal tools using no-code platforms.
• Utilize AI tools to streamline tasks.

Requirements

• 4–6+ years of experience in a fast-paced startup or investment firm.
• Prior experience in financial services.
• Strong written and verbal communication skills.
• Expert with Google Workspace.
• Highly organized and able to prioritize in high-pressure environments.
• Proficient in spreadsheets and documenting workflows.
• Demonstrated problem-solving skills.

Benefits

• Be the CEO’s closest operational partner.
• Gain exposure to high-level strategic decision-making.
• Operate in a fast-paced, high-trust culture.
• Collaborate with top-tier professionals.
• Make a meaningful impact from day one while working fully remotely.