执行助理 - 账单
Executive Assistant - Billing
职位概述
我们正在招聘一名全职执行助理，为一家高标准、提供高端专业服务的公司合伙人提供支持，该公司业务涉及私募信贷/债务经纪，面向高增长企业。该职位是执行助理岗位（非社交媒体相关）。你将成为跨沟通、日程安排、材料准备、CRM维护和合伙人任务跟踪的中心执行与协调点。
准确性、响应速度和判断力至关重要，这是一个面向客户的环境，不容许粗心的错误。公司采用自动化和AI原生的工作流程，但该职位的存在是为了确保客户、贷款人和合作伙伴获得人性化、高接触度的体验。
核心职责
客户与贷款人沟通（优先级：高）
● 管理通过WhatsApp、邮件和Slack的收发通信
● 代表合伙人起草清晰、专业的信息
● 跟踪正在进行的对话并确保及时跟进
● 在所有外部沟通中保持专业、高端的语气
● 适当升级时间敏感或高风险事项
日程与安排管理（优先级：高）
● 负责与客户、贷款人和内部合伙人的会议和电话的全流程安排
● 协调不同时区，处理重新安排，并发送确认/提醒
● 确保日历整洁、最新且优先级明确
● 提前为合伙人准备议程、链接和所需材料
会议材料、提案材料与演示文稿（优先级：高）
● 准备和优化会议幻灯片、提案材料和演示文档
● 制作专业的高管级别幻灯片，用于：
○ 客户演示
○ 贷款人讨论
○ 董事会/内部战略会议
● 使用PowerPoint、Google Slides和/或Canva（必须能干净地导出为PowerPoint格式）
● 确保格式、图表、表格和叙述流程的一致性
CRM更新与销售管道维护（优先级：高）
● 保持CRM记录准确和最新（联系人、笔记、活动、跟进）
● 在需要时记录沟通和会议结果
● 支持轻量级销售管道跟踪，防止遗漏任何事项
合伙人任务跟踪与每周执行（优先级：高）
● 跟踪合伙人的周任务和优先事项
● 维护清晰的任务系统，包括负责人和截止日期
● 将会议结果转化为可执行的下一步行动
● 主动跟进以推动工作进展，减少合伙人的瓶颈
查看英文原文
Role Overview
We are hiring a full-time Executive Assistant to support Partners at a high-standards, white-glove professional services firm operating in private credit / debt brokerage for high-growth companies. This role is Executive Assistant–first (not social media). You will act as a central execution and coordination point across communications, scheduling, materials preparation, CRM upkeep and partner task tracking.
Accuracy, responsiveness and judgment are critical this is a client-facing environment with no margin for careless errors. The firm leverages automation and AI-native workflows, but this role exists to ensure a human, high-touch experience for clients, lenders, and partners.
Core Responsibilities
Client & Lender Correspondence (High Priority)
● Manage inbound and outbound communication across WhatsApp, email, and Slack
● Draft clear, professional messages on behalf of Partners
● Track ongoing threads and ensure timely follow-ups
● Maintain a polished, white-glove tone across all external communications
● Escalate time-sensitive or high-risk items appropriately
Calendar & Scheduling Management (High Priority)
● Own end-to-end scheduling for meetings and calls with clients, lenders, and internal partners
● Coordinate across time zones, manage reschedules, and send confirmations/reminders
● Ensure calendars are clean, current, and prioritized
● Prepare Partners in advance with agendas, links, and required materials
Meeting Materials, Pitch Materials & Presentations (High Priority)
● Prepare and refine meeting decks, pitch materials, and presentation documents
● Build professional, executive-level slides for:
○ Client presentations
○ Lender discussions
○ Board / internal strategy meetings
● Work in PowerPoint, Google Slides and/or Canva (must export cleanly to PowerPoint)
● Ensure consistency in formatting, charts, tables, and narrative flow
CRM Updates & Pipeline Hygiene (High Priority)
● Keep CRM records accurate and up to date (contacts, notes, activities, follow-ups)
● Log communication and meeting outcomes where required
● Support light pipeline tracking so nothing falls through the cracks
Partner Task Tracking & Weekly Execution (High Priority)
● Track Partners’ weekly to-dos and priorities
● Maintain a clear task system with owners and deadlines
● Convert meeting outcomes into actionable next steps
● Proactively follow up to keep work moving and reduce Partner bottlenecks Working Style Expectations
● White-glove execution: precise, polished, client-ready work at all times
● High ownership: anticipates needs and follows through without being chased
● Detail-oriented: errors in comms, decks or scheduling are not acceptable
● Process-minded: comfortable working alongside automation and improving workflows
● Confidential & discreet: trusted with sensitive financial and client information
Why Join Assist World?
100% REMOTE
$50 birthday bonus
$200 testimonial bonus
$500 entry monthly raffle
NO TRACKER. NO PROBLEM
Required Qualifications
- 3–5+ years experience as an Executive Assistant or senior administrative support role
- Strong written English with professional, client-facing tone
- Proven experience managing executive calendars and scheduling complex meetings
- Strong presentation skills (PowerPoint / Google Slides); able to make content investor or client-ready
- Experience maintaining CRMs accurately and consistently
- Highly organized, proactive, and dependable
Preferred Qualifications
- Background in finance, private credit, investment banking, PE/VC, fintech, or professional services
- Experience supporting founders or senior partners in a small, fast-moving team
- Comfort working with data-heavy or finance-style presentations
- Familiarity with AI tools and automated workflows (e.g., ChatGPT, AI research tools)
Tools & Channels
- WhatsApp, Email, Slack
- CRM system (e.g., HubSpot, Salesforce, Airtable, or similar)
- PowerPoint, Google Slides, Canva
- Task and project tracking tools (Notion, Asana, ClickUp, Trello, or similar)
What Success Looks Like (First 60 Days)
- Partner calendars run smoothly with fewer interruptions and no missed meetings
- Client and lender communications are timely, professional and well-tracked
- CRM data is clean, reliable and current
- Weekly priorities are visible, tracked and executed consistently
- Presentations require minimal revision and are meeting-ready on first pass