Executive Assistant with Finance Operations - Remote

Overview

CPS Capital is hiring a hybrid Executive Assistant with light bookkeeping/finance operations to support the corporate side of the firm. You’ll manage inbox and calendar workflows, coordinate logistics, and own recurring admin programs (e.g., quarterly cybersecurity training). You’ll also assist with finance tasks in Xero—from bill entry and bank feeds to reconciliations, wire prep, and reporting. This is a long-term role for a proactive, detail-obsessed operator who’s comfortable in a private-equity, numbers-driven environment.

In Short

• Manage inbox and calendar for executives.
• Coordinate logistics for meetings and travel.
• Assist with finance tasks using Xero.
• Prepare agendas and capture meeting notes.
• Maintain documentation and shared folders.
• Handle accounts payable/receivable and reconciliations.
• Prepare management reports and fundraising dashboards.
• Ensure cybersecurity training compliance.
• Work with sensitive financial information.
• Support investor relations workflows.

Requirements

• 3–5+ years in EA/operations roles in finance or professional services.
• Accounting literacy and experience with Xero.
• Advanced skills in Excel and Google Sheets.
• Meticulous attention to detail and strong written English.
• High discretion with sensitive information.
• Proactive and organized with minimal supervision.

Benefits

• Long-term role in a dynamic environment.
• Opportunity to support finance operations.
• Work with a professional team.
• Gain experience in private equity.