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Executive Assistant

  • Source: Indeed
  • Tree of Life Funding
  • from $65,000 /yr
  • On-site
  • Forest Hills
  • Full-Time
  • Mid level

Job Description

Location: New York City, NY

Department: Executive Office

Reports To: Chief Executive Officer

Employment Type: Full-Time

About Us

We are a growing fintech company specializing in Alternative Business Funding, providing flexible capital solutions to small and mid-sized businesses. Over the past four years, we have built a fast-paced, entrepreneurial organization focused on delivering efficient funding solutions while continuing to strengthen and scale our operations.

As we enter our next stage of growth, we are seeking a highly organized, resourceful, and proactive Executive Assistant to the CEO to help maximize the effectiveness of our executive office.

Position Overview

The Executive Assistant to the CEO will serve as a trusted partner to the CEO, providing high-level administrative and operational support while helping manage competing priorities in a dynamic, fast-moving environment.

This role goes beyond traditional calendar management. The Executive Assistant will help the CEO stay organized, prepared, and focused on the company’s highest-priority initiatives by coordinating schedules, managing communications, preparing for meetings, tracking follow-ups, and anticipating needs before they arise.

The ideal candidate is highly organized, detail-oriented, discreet, and comfortable working with a high degree of autonomy. They should thrive in an entrepreneurial environment where priorities can shift quickly and where sound judgment, responsiveness, and follow-through are essential.

Key Responsibilities

  • Manage and optimize the CEO’s calendar, including meetings, appointments, calls, and other commitments.
  • Proactively prioritize scheduling requests based on urgency, business impact, and executive priorities.
  • Coordinate internal and external meetings, including scheduling, agendas, meeting materials, and follow-up items.
  • Serve as a key point of contact between the CEO and employees, clients, business partners, vendors, and other external stakeholders.
  • Manage and coordinate complex travel arrangements, itineraries, accommodations, transportation, and related logistics.
  • Assist with monitoring the CEO’s priorities, commitments, and action items to ensure timely follow-through.
  • Prepare presentations, reports, meeting materials, correspondence, and other executive-level documents as needed.
  • Organize and maintain confidential documents, records, and executive information.
  • Support the CEO in preparing for leadership meetings, business reviews, client meetings, and other important engagements.
  • Capture key takeaways and action items from meetings and help ensure appropriate follow-up.
  • Anticipate scheduling conflicts, operational needs, and potential issues before they become disruptions.
  • Coordinate executive expenses, invoices, reimbursements, and related administrative matters.
  • Assist with company events, executive meetings, and special projects as needed.
  • Partner cross-functionally with department leaders to facilitate communication and execution of CEO priorities.
  • Handle sensitive personal, company, employee, client, and executive information with a high degree of discretion and confidentiality.
  • Take ownership of ad hoc projects and administrative initiatives that improve the efficiency of the CEO and executive office.

Qualifications

  • 3+ years of experience as an Executive Assistant, Personal Assistant, Administrative Business Partner, or similar role supporting senior executives,
  • Prior experience directly supporting a CEO, founder, C-suite executive, or senior business leader strongly preferred.
  • Experience within fintech, financial services, alternative business funding, lending, or another fast-paced business environment is a plus.
  • Exceptional organizational and time-management skills with the ability to manage multiple priorities simultaneously.
  • Strong written and verbal communication skills.
  • Excellent attention to detail and consistent follow-through.
  • Strong judgment and the ability to appropriately handle confidential and sensitive information.
  • Ability to anticipate needs, identify potential issues, and take initiative without requiring constant direction.
  • Comfortable operating in a fast-paced environment where priorities and schedules may change quickly.
  • Strong proficiency with Google Workspace and/or Microsoft Office; familiarity with Slack and other modern workplace tools preferred.
  • Professional and confident …

Skills

  • google-workspace
  • workspace
  • slack
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