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Executive Assistant – Billing

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Assist-world

Role Overview
We are hiring a full-time Executive Assistant to support Partners at a high-standards, white-glove professional services firm operating in private credit / debt brokerage for high-growth companies. This role is Executive Assistant–first (not social media). You will act as a central execution and coordination point across communications, scheduling, materials preparation, CRM upkeep and partner task tracking.
 
Accuracy, responsiveness and judgment are critical this is a client-facing environment with no margin for careless errors. The firm leverages automation and AI-native workflows, but this role exists to ensure a human, high-touch experience for clients, lenders, and partners.
 
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

To apply for this job please visit jobs.lever.co.

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