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
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
- Weekly priorities are visible, tracked and executed consistently
- Presentations require minimal revision and are meeting-ready on first pass
Why Join Assist World?
100% REMOTE
$50 birthday bonus
$200 testimonial bonus
$500 entry monthly raffle
NO TRACKER. NO PROBLEM
