Executive Assistant - Billing

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

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…