Offer summary

Qualifications:

1+ years of experience as a virtual assistant or in executive/admin support., Strong proficiency in Office 365 suite, particularly PowerPoint, Excel, and Word., Fluent in English, both written and verbal, with excellent interpersonal skills., Background in marketing operations or administration is a plus..

Key responsibilities:

Manage calendars, email correspondence, and personal logistics for the CEO.

Assist with marketing data entry, lead management, and communication with stakeholders.

Take detailed meeting minutes and support document preparation including marketing assets.

Perform light bookkeeping tasks and maintain basic financial records.

Job description

Our client is a fast-growing company providing innovative financial services focused on investment and capital management. They are seeking a highly organized Virtual Assistant to support executive and marketing operations. This role requires versatility, strong communication skills, and a detail-oriented mindset to manage personal logistics for the CEO, marketing admin tasks, and light bookkeeping.

Location:
Fully-Remote (Work from Home), 9 AM - 5 PM EST

Key Responsibilities

Executive Support: Manage calendars, email correspondence, and personal logistics for the CEO, ensuring smooth daily operations.
Marketing Operations: Assist with marketing data entry, lead management, and communication with stakeholders and team members.
Administrative Duties: Take detailed meeting minutes, answer incoming calls professionally, and support document preparation including marketing assets such as decks, flyers, and banners.
Bookkeeping Support: Perform light bookkeeping tasks including managing numbers and basic financial record-keeping.
Office Software Proficiency: Use Office 365 tools like PowerPoint, Excel, and Word to create and update presentations and reports.

Qualifications

1+ years experience as a virtual assistant or in executive/admin support.
Strong proficiency in Office 365 suite; detail-oriented with excellent organizational skills.
Fluent English, written and verbal, with strong interpersonal skills.
Background in marketing operations or administration is highly advantageous.
Flexible, able to multitask, and eager to take on diverse responsibilities across personal and business functions.

What Success Looks Like

Executives confidently focus on strategic priorities, knowing personal and calendar logistics are handled efficiently.
Marketing data and assets are well-maintained and up to date, supporting smooth campaign execution.
Stakeholders and team members receive timely, clear updates and follow-ups.
Meetings, calls, and administrative tasks are managed consistently with no missed deadlines.

Opportunity
Work closely with leadership in a dynamic, supportive environment. Develop a broad skill set in executive support, marketing operations, and light finance, with opportunities for growth and increased responsibility as the company scales.