
Executive Assistant - Asset Management Firm (Brazil)
- Brasil
- Permanente
- Período integral
- 💵 Paid in USD every 15th & 30th of the month
- 🏖️ Up to 14 days of Paid Time Off per year
- 🌏 Flexible holiday observance based on your location
- 🏡 100% remote – work from anywhere
- 💼 Direct exposure to asset management and investment operations
- 🚀 Work with a results-driven team managing significant financial portfolios
- 📧 Email & Calendar Management
- Prioritize and manage the executive’s inbox with strategic filtering
- Coordinate complex calendars across multiple time zones and stakeholders
- Schedule and reschedule meetings with investors, clients, and team members
- 💬 Communication & Stakeholder Management
- Serve as the primary point of contact between executives and key stakeholders
- Draft professional correspondence and investor communications
- Manage Slack channels and ensure timely response to critical messages
- 🤝 Meeting Management & Client Accountability
- Prepare detailed meeting agendas and briefing materials
- Send pre-meeting reminders with action items and expectations
- Follow up post-meeting with accountability summaries and next steps
- ⚡ Workflow Optimization
- Streamline daily operations and eliminate inefficiencies
- Create and maintain standard operating procedures
- Anticipate needs and proactively address potential roadblocks
- 📋 RIA Compliance Knowledge - Understanding of regulated investment advisor requirements
- 📰 Newsletter Creation - Design and distribute client updates and market insights
- 🔗 LinkedIn Management - Maintain executive profiles and engagement
- 🎪 Remote Event Coordination - Plan and execute virtual client events and webinars
- 📊 Investor Updates - Assist with quarterly reports and investor communications
- 📱 Content & Social Media - Basic content creation and social media oversight
- 3+ years of experience supporting executives in financial services, asset management, or a similar high-stakes environment
- Deep understanding of confidentiality and discretion required in financial settings
- Excellent written and verbal communication skills
- Strong organizational abilities with attention to detail
- Proactive problem-solver who anticipates needs
- Comfortable working with sensitive financial information
- One-way Video Interview - Record a brief video showcasing your executive support approach
- Practical Assessment - Complete a calendar management and communication challenge
- Recruitment Interview - Initial screening focusing on financial services experience
- Executive Interview - Discuss role alignment, discretion, and workflow optimization
- Client Interview - Final interview covering stakeholder management and team collaboration
- Background & Reference Check - Professional reference verification and compliance screening
- Job Offer - Successful candidates receive a formal offer with competitive compensation