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Executive Assistant

Halo Recruiting

🇬🇧 English
Google Drive Slack CRM Asana Notion

Job description

About the role

We are looking for a highly organized, proactive Executive Assistant to support the leadership team of a growing investment firm. The role blends high‑level executive support with operational, relationship‑management and workflow coordination responsibilities.

Key responsibilities

  • Manage complex calendars and coordinate internal and external meetings across multiple stakeholders.
  • Own executive inboxes, prioritize communications, and draft polished email responses.
  • Prepare meeting agendas, track decisions, action items, owners, and deadlines.
  • Proactively follow up on commitments with internal and external stakeholders.
  • Coordinate travel, logistics, expenses, and light bookkeeping‑style tracking.
  • Establish, maintain, and improve CRM and project‑management tools and shared documentation.
  • Create reliable workflows, reminders, trackers, and follow‑up systems across the business.
  • Maintain accurate information across Google Drive, Slack, CRM, and tools such as Asana or Notion.
  • Serve as the operational orchestrator for AI‑enabled sourcing and relationship‑management systems.
  • Support deal workflow by tracking steps, documents, deadlines, communications, and follow‑ups in the CRM.
  • Coordinate calls with founders and other internal and external stakeholders.
  • Maintain LP/investor records and assist with quarterly investor updates, memos, presentations, and related materials.

Required profile

  • Proactive mindset with the ability to anticipate needs.
  • Strong organizational and multitasking abilities.
  • Excellent written communication and meticulous attention to detail.
  • Comfortable working in a fast‑moving environment and handling confidential information.
  • Curious and eager to learn new tools and processes.

Required skills

  • Google Drive
  • Slack
  • CRM (unspecified platform)
  • Asana or Notion
  • Basic bookkeeping/expense tracking

Questions fréquentes

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Published 1 month ago

Expires 1 week from now

61 views · 1 interested

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