Executive Assistant
Halo Recruiting
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
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Published 1 month ago
Expires 1 week from now
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