Job description

Role Overview

A two-person investment firm is looking for a seasoned Executive Assistant to provide comprehensive administrative and operational backing to its principals. The position is fully remote and centers on helping leadership stay focused on investment work by taking charge of scheduling, communication, and select finance-related administrative tasks.

The right person will be highly organized, self-directed, and comfortable operating with limited supervision in a fast-moving environment where accuracy and discretion matter.

Core Purpose

This role is responsible for managing daily administrative execution end to end, including calendar coordination, travel planning, inbox organization, and support for bookkeeping and accounts receivable. The EA will function as the firm’s central coordination point, keeping tasks prioritized, monitored, and completed without repeated reminders.

Responsibilities

Handle complex calendar coordination for two principals and keep schedules current.
Arrange meetings, resolve overlaps, and adjust priorities quickly when plans change.
Make sure commitments and appointments are properly captured and organized.
Plan and manage domestic as well as international travel, including flights, lodging, transport, and related logistics.
Revise travel arrangements as needed when priorities shift.
Review executive inboxes, flag urgent items, and separate what needs immediate attention.
Prepare and organize email replies for approval or direct sending.
Sort, structure, and reduce communication clutter so executives can stay focused on important matters.
Bring executives into conversations only when their input is truly needed.
Support basic bookkeeping activities and maintain expense records.
Assist with accounts receivable tracking and follow-up.
Keep financial files organized and documentation up to date.
Track tasks and follow-through items until completion.
Provide general administrative support across the firm.
Improve internal workflows and reduce the need for hands-on oversight.

Requirements

5 to 8 years of experience in an Executive Assistant, operations, or senior administrative support role.
Proven ability to manage calendars, schedules, and executive-level communications.
Comfort working on light bookkeeping and accounts receivable tasks.
Strong written and spoken English communication skills.
Excellent organization and close attention to detail.
Ability to work independently and take initiative without constant supervision.
Sound judgment when deciding what to prioritize or escalate.
Prior experience supporting founders, executives, or small investment/financial firms is preferred.
Exposure to bookkeeping tools or accounting software is preferred.
Experience handling multiple inboxes or high-volume communication is preferred.
Background in operations or finance-adjacent support work is preferred.

Work Details

This is a remote role with a preferred work window of Monday through Friday, 9:00 AM to 5:00 PM EST for overlap with the team. It is positioned as a mid-level, long-term support role closely connected to firm leadership.

What You Can Expect

Direct exposure to the firm’s principals in a high-trust setting.
Broad experience across operations, finance, and executive support.
The chance to become a key operator within a lean investment team.
Significant ownership and autonomy in day-to-day execution.

Ideal Candidate Profile

Experienced Executive Assistants who excel in small, high-trust environments.
Operators who like bringing structure to messy situations.
Detail-focused professionals who are comfortable managing several responsibilities at once.
People who prefer proactive execution over step-by-step instruction.

Executive Assistant