Elevate and Delegate

Strategic headhunting and virtual assistant provider

Executive Assistant - Financial Services

Executive SupportConfirmed live in the last 24 hours

Full-timeRemote in PhilippinesNo salary listedRemote

About the Job

Requirements

At least 5 years of experience as an Executive Assistant, Chief of Staff, Operations Coordinator, or in a similar high-level administrative role.
Previous experience supporting a CEO, Founder, Managing Partner, or other C-level executive.
Advanced proficiency with Google Workspace and Microsoft Office.
Ability to manage multiple priorities with minimal supervision.
High level of discretion, professionalism, and attention to detail.

Responsibilities

Manage the CEO's calendar, appointments, meetings, and travel arrangements.
Screen and prioritize 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 standard operating procedures, workflows, and administrative processes.
Handle special projects and support the CEO's day-to-day operations.

Desired Qualifications

Experience working in an accounting firm, CPA firm, bookkeeping company, financial services firm, or professional services environment is highly preferred.
Experience with accounting and business management software such as QuickBooks, Xero, Karbon, Canopy, TaxDome, or similar platforms is a plus.

Executive Assistant- Financial Services

Elevate and Delegate · Philippines (Remote) · Full-time · Posted 2026-06-17

Workplace: remote

Description

Job description:

Key Responsibilities

Manage the CEO's calendar, appointments, meetings, and travel arrangements
Screen and prioritize 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 serve as the CEO's right hand in day-to-day operations

Requirements

Qualifications

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 working in an accounting firm, CPA firm, bookkeeping company, financial services firm, or professional services environment is highly preferred
Exceptional organizational 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, TaxDome, or similar platforms is a plus
Ability to manage multiple priorities with minimal supervision
High level of discretion, professionalism, and attention to detail

What We're Looking For

The ideal candidate is resourceful, anticipates needs before they arise, and can operate as a strategic partner to the CEO. You are comfortable handling executive-level responsibilities, coordinating across departments, and keeping operations running smoothly behind the scenes.

Apply

Apply at Elevate and Delegate

About the Company

Elevate and Delegate

Strategic headhunting and virtual assistant provider

Elevate and Delegate provides staffing as strategic headhunting and virtual assistant services, sourcing pre-vetted talent across industries for startups, SMBs, fast-growing companies, and solo entrepreneurs. They present hires who work directly for the client with no markups or middlemen; clients control hiring and can hire directly, with no monthly payments or salary deductions. They offer a risk-free 90-day replacement guarantee and claim up to 70% cost savings on staffing. The goal is to help clients boost productivity and revenue by quickly adding capable, vetted talent to scale teams.

Company size: 1-10
Company stage: Not listed
Total funding: Not listed
Headquarters: Greenville, SC
Founded: Not listed

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