Executive Assistant - Financial Services

About the role

eandd is hiring a remote Executive Assistant for its Financial Services practice. The role acts as the CEO's right hand in day-to-day operations, anticipating needs and keeping operations running smoothly behind the scenes.

Key responsibilities

• Manage the CEO's calendar, appointments, meetings and travel arrangements
• Screen and prioritise emails, calls and correspondence
• Prepare reports, presentations, meeting agendas and executive summaries
• Coordinate with internal teams, clients, vendors and external stakeholders
• Track key projects and ensure deadlines are met
• Assist with bookkeeping, invoicing, expense tracking and financial documentation when needed
• Maintain confidential records and sensitive business information
• Create and improve SOPs, workflows and administrative processes
• Handle special projects and support the CEO on daily operations

Required profile

• 5+ years of experience as an Executive Assistant, Chief of Staff, Operations Coordinator or similar high-level administrative role
• Previous experience supporting a CEO, Founder, Managing Partner or C-level executive
• Experience in an accounting firm, CPA firm, bookkeeping company, financial services firm or professional services environment is highly preferred
• Resourceful, able to anticipate needs and work with minimal supervision

Required skills

• Exceptional organisational and time management skills
• Strong written and verbal communication skills
• Advanced proficiency with Google Workspace and Microsoft Office
• Experience with accounting and business management software such as QuickBooks, Xero, Karbon, Canopy or TaxDome is a plus