执行助理兼项目经理
Executive Assistant and Project Manager
这是一个远程职位。
结合高级别高管支持与结构化项目交付，该职位在金融服务领域推动客户参与和运营协调。管理精确的日程和邮件，主导客户互动，并在国际运营时间表中交付项目里程碑。平均每周工作12.5小时（包括每周10小时的高管助理工作和每月20小时的项目管理工作），此职位主要符合英国商务时间。
关键职责
- 管理高管日程并在英国和美国时区协调客户会议。
- 监督邮件沟通并专业地管理客户互动。
- 参加客户会议并记录准确、详细的会议记录。
- 在金融服务环境中领导和管理项目交付。
- 利用人工智能工具优化行政流程和运营效率。
- 与全球企业高管和国际利益相关者有效沟通。
要求
- 在金融服务行业有高管助理和项目经理的实战经验。
- 有直接面对客户的经历，包括主导客户互动和会议主持。
- 高度熟练使用人工智能平台和现代数字协作工具。
- 优秀的沟通能力，能够有效与全球企业高管互动。
- 快速灵活的工作方式，能够与美国时间重叠（SAST时间下午5点至晚上8点），并灵活安排客户会议。
- 有准确记录会议纪要的经验。
加分要求
· 有在英国和美国时区（SAST时间下午5点至晚上8点）管理跨时区日程的经验。
所需软件技能
- Microsoft Office 365
- Claude
- Chat Co Work
最初发布于喜马拉雅山
查看英文原文
This is a remote position.
Combining high-level executive support with structured project delivery, this position drives client engagement and operational coordination within the financial services sector. Maintain precise diary and email management, lead client interactions, and deliver project milestones across international operational schedules. Working 12.5 hours per week on average (comprising 10 hours per week for executive assistant duties and 20 hours per month for project management duties), this role mainly aligns with UK business hours.
Key Responsibilities
- Manage executive diaries and coordinate client meetings across UK and UStime zones.
- Oversee email communications and manage client interactions professionally.
- Attend client meetings and record accurate, detailed transcripts.
- Lead and manage project deliverables within the financial services environment.
- Utilise artificial intelligence tools to optimise administrative workflows and operational efficiency.
- Communicate effectively with global corporate heads and international stakeholders.
Requirements
- Proven experience as an Executive Assistant and Project Manager within the financial services industry.
- Demonstrated client-facing experience, including leading client interaction and meeting facilitation.
- High proficiency in artificial intelligence platforms and modern digital collaboration tools.
- Exceptional communication skills with demonstrated ability to engage global corporate heads.
- Fast, flexible working approach with the capacity to overlap with US hours (5pm - 8pm SAST) and structure client meetings flexibly.
- Experience taking meeting transcripts accurately.
Desirable Requirements
· Experience managing cross-border schedules across UK and US (5pm - 8pm SAST) time zones.
Required Software Skills
- Microsoft Office 365
- Claude
- Chat Co Work
Originally posted on Himalayas