Executive Assistant- Financial Services
At Elevate and Delegate · Philippines
- Finance and legal
- Full-time
Where you can work from
Open to the Philippines
“Philippines”
From the location.
Report a mistake
- Posted
- 17 June 2026
- First seen by us
- 9 October 2026
- Last checked
- 19 hours ago
Job description
From Elevate and Delegate’s job post, as they wrote it.
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
Read the full description
* 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.
Get jobs like this by email
Once a week, we email the new remote jobs open where you live, each with the line that proves it. Every email has a one-click unsubscribe.
