Executive Assistant - Financial Services

Are you a seasoned executive support professional ready to become the trusted right hand of a CEO in the financial services space? Elevate and Delegate is hiring a full-time Executive Assistant — Financial Services based in the Philippines (nationwide) (nationwide).

About the Role

As an Executive Assistant supporting a financial services leader, you will be the operational backbone behind the CEO, keeping their day organized and their priorities on track. This full-time role calls for someone who thinks ahead, protects confidential information, and brings calm, structured efficiency to a fast-moving executive environment.

Key Responsibilities

• Own the CEO's calendar, scheduling meetings, appointments, and coordinating travel logistics
• Filter, prioritize, and respond to incoming emails, phone calls, and correspondence
• Draft reports, presentations, meeting agendas, and concise executive summaries
• Act as the point of contact between internal teams, clients, vendors, and outside partners
• Monitor key initiatives and keep projects moving toward their deadlines
• Support bookkeeping, invoicing, expense tracking, and financial recordkeeping as required
• Safeguard sensitive business data and confidential documentation
• Build and refine standard operating procedures, workflows, and administrative systems
• Take on special assignments and partner closely with the CEO on daily operations

Qualifications

• At least 5 years in a high-level support role such as Executive Assistant, Chief of Staff, or Operations Coordinator
• A track record of directly assisting a CEO, Founder, Managing Partner, or other C-suite leader
• Background in an accounting firm, CPA practice, bookkeeping company, or professional services setting is strongly preferred
• Outstanding organization and time-management abilities
• Clear, polished written and verbal communication
• Advanced command of Google Workspace and Microsoft Office
• Familiarity with tools like QuickBooks, Xero, Karbon, Canopy, or TaxDome is a welcome bonus
• Capable of juggling competing priorities with little oversight
• Strong discretion, professionalism, and a sharp eye for detail

About Elevate and Delegate

Elevate and Delegate connects skilled professionals in the Philippines (nationwide) (nationwide) with leadership roles that make a tangible impact. We value resourceful team members who anticipate needs, operate as strategic partners, and keep operations running seamlessly behind the scenes.

How to Apply

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.