金融服务执行助理

Executive Assistant- Financial Services

职能支持限定地区（需当地身份）

公司Elevate and Delegate

薪资未公开

工作地点Philippines

地域资格限定地区（需当地身份）

时区要求日间重叠约 9 小时，基本正常作息

用工类型Full Time

发布时间今天

数据来源Himalayas

前往 Himalayas 查看并投递 →

注意地域限制：该职位明确限定在 Philippines 招聘。如果你是位于中国大陆的求职者，通常需要当地工作身份才能投递，或需与雇主确认是否接受独立合同（Contractor）形式合作。

职位描述：
主要职责

管理CEO的日程、预约、会议和差旅安排

筛选并优先处理电子邮件、电话和信件

准备报告、演示文稿、会议议程和执行摘要

与内部团队、客户、供应商和外部利益相关者协调

跟踪关键项目并确保按时完成

在需要时协助记账、开票、费用跟踪和财务文件管理

保管机密记录和敏感业务信息

创建并优化SOP、工作流程和行政流程

处理特殊项目，并作为CEO在日常运营中的得力助手

要求
资格条件

5年以上担任执行助理、首席幕僚、运营协调员或类似高级行政职位的经验

有支持CEO、创始人、合伙人或高管的经验

在会计事务所、会计师事务所、记账公司、金融服务公司或专业服务环境中工作的经验优先

优秀的组织能力和时间管理能力

良好的书面和口头沟通能力

熟练使用Google Workspace和Microsoft Office

有使用会计和企业管理软件（如QuickBooks、Xero、Karbon、Canopy、TaxDome等）的经验者优先

能够在最少监督的情况下管理多项任务

具有高度的保密意识、专业素养和细致入微的注意力

我们寻找的人选
理想的候选人应具备主动性，能在需求出现前预判并采取行动，能够作为CEO的战略合作伙伴。你能够胜任高管级别的职责，跨部门协调，并在幕后保持运营的顺畅。
最初发布于Himalayas

查看英文原文

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.
Originally posted on Himalayas

本页面信息整理自 Himalayas，版权归原发布方所有。职位可能随时关闭，投递请以原始页面为准。本站只做信息聚合展示，不参与招聘流程，也不向求职者收取任何费用。