Executive Assistant
RemotePhilippines
Job Summary
Manage Directors' calendars, meetings, and travel while triaging inboxes and drafting correspondence for investor audiences. Coordinate logistics for investor roadshows and capital raising events, and handle expenses and document filing. Act as the first point of contact for inbound enquiries from prospective investors, qualifying leads against criteria and scheduling follow-up meetings. Own the day-to-day administration of the monday.com CRM, maintaining accurate records and producing weekly pipeline reports. Coordinate investor onboarding, including liaising with fund administrators on AML/KYC processes, and assist with distributing monthly investor reports and statements. Maintain organized document libraries and track compliance deadlines. Available during core business hours in the Directors' time zone.
Required Qualifications
- 3+ years' experience as an EA, VA or operations coordinator, ideally supporting senior executives
- Hands-on experience with monday.com (or comparable CRMs such as HubSpot, Salesforce, Pipedrive)
- Excellent written and verbal communication
- Strong organisational skills with the ability to juggle multiple priorities and meet deadlines without being chased
- A high level of discretion when handling confidential investor and commercial information
- Tech-savvy and comfortable across the modern productivity stack (Microsoft 365 or Google Workspace, Zoom/Teams, DocuSign, e-signature tools, document management systems)
- Self-starter mindset – you can work autonomously, anticipate needs and bring solutions, not just problems
- Available during core business hours in the Directors' time zone, with flexibility around investor meetings
- This is a remote position
Desired Qualifications
- Prior experience in funds management, financial services, wealth management or professional services is highly regarded
- Familiarity with AML/KYC processes and wholesale/sophisticated investor requirements
- Experience working with fund administrators, registries or unit-trust structures
- Exposure to capital raising activity (roadshows, investor decks, data rooms)
- Basic understanding of fund performance reporting and investor statements
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