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Virtual Assistant (FinTech)

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

2 years of experience in an executive assistant role, Excellent C1 level English written and verbal communication skills, Proficiency in Google Workspace and ClickUp or similar task management software, Experience in FinTech is a huge plus..

Key responsabilities:

  • Manage calendar and scheduling for the CEO, resolving conflicts proactively.
  • Monitor and respond to emails on behalf of the CEO, drafting professional communications as needed.
  • Track action items from meetings and coordinate projects with team members and vendors.
  • Research travel accommodations and clients, ensuring smooth arrangements and updates.

Sur logo
Sur Human Resources, Staffing & Recruiting Small startup www.hiresur.com
2 - 10 Employees

Job description

Our client is seeking a highly organized and detail-oriented VA to support their Founder & CEO.

Key Responsibilities

Calendar & Scheduling Management

  • Regularly review 1-3 weeks ahead for conflicts and proactively resolve them
  • Schedule, reschedule, and cancel meetings as needed
  • Set up reminders and follow-ups for important meetings and deadlines
  • Ensure CEO is prepared for meetings (research, send pre-reads, agenda, etc.)

Inbox & Communication Management

  • Monitor, filter, and respond to emails on CEO’s behalf when appropriate
  • Draft professional emails and messages as needed
  • Flag urgent emails and ensure timely responses
  • Assist in managing personal and professional correspondence

Task & Project Management

  • Track and follow up on action items from meetings
  • Maintain and update task lists in ClickUp
  • Coordinate projects with other internal team members or and external vendors

Administrative & Financial Support

  • Process expense reports and reimbursements
  • Pay bills and track payment deadlines
  • Reconcile credit card statements and categorize expenses

Research & Planning

  • Research accommodations and book travel (flights, hotels, transportation)
  • Confirm hotel check-ins and ensure smooth travel arrangements
  • Make restaurant reservations and research venues for meetings/events
  • Research existing and potential clients (background, industry, business updates)

Tech & Tools Proficiency

  • Experience with iMessage
  • Familiar with productivity and communication tools like:○ GSuite (Gmail, Calendar, Drive, Docs, Sheets)
  • ClickUp or similar task management software
  • ChatGPT, Google Transcription, and other AI tools

Soft Skills & Qualities

  • Highly proactive - anticipates needs and takes initiative
  • Detail-oriented - catches small details that others may miss
  • Eager to learn and continuously improve
  • Resourceful - able to find solutions independently
  • Trustworthy & discreet - handles confidential information with integrity
  • Excellent written and verbal communication skills
  • Problem solver - thinks critically and finds creative solutions
  • Strong prioritization skills - manages multiple tasks efficiently

Requirements

  • 2 years of experience in an executive assistant role
  • Experience assisting both professional and personal matters with discretion
  • Excellent C1 level English written and verbal communication skills
  • Ability to do self-directed work independently
  • Proficiency in Google Workspace, ClickUp, or similar
  • Experience working in FinTech is a huge plus

Nice to Have (Bonus Skills)

  • Experience supporting a CEO, executive, or entrepreneur
  • Background in sales or customer experience is a nice to have
  • Understanding of accounting/bookkeeping concepts
  • Basic social media management (LinkedIn posts, engagement, etc.)
  • Event planning or coordination experience

Benefits

Position: Virtual Assistant (FinTech)

Salary Range: $1000-$2000 USD + bonus

Working Hours: Flexible, but availability during CEOs operating hours.

Payment Frequency: Monthly

Type of Contract: Independent Contractor

Only CVs in English will be considered to participate in the process.

Required profile

Experience

Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Communication
  • Resourcefulness
  • Trustworthiness
  • Proactivity
  • Detail Oriented
  • Prioritization
  • Problem Solving

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