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THE COMPANY
Elevate and Delegate
Posted Jun 17, 2026

Executive Assistant- Financial Services ✨

Executive AssistantRemoteHiring in Philippines

At a glance

Hiring and listed locations describe the job, not the employer’s headquarters. Employer location has not been verified.

Location
Hiring in Philippines
Work setup
Remote
Experience
experienced
THE OPPORTUNITY

The employer listing

✨ VeeAys Quick Read

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About the role

  • Job description:

What you'll do

  • 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

What they're looking for

  • 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
  • Exceptional organizational and time management skills
  • Strong written and verbal communication skills
  • 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
  • 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.

Nice to have

  • 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
Original description · View source
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.