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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