Executive Assistant with Finance Experience

Company

The People Group

Salary / Compensation

• Salary not specified

Overview / Job Description

The People Group is seeking a Freelance Executive Assistant with Finance Experience to support a fast-paced executive while managing day-to-day administrative, operational, and financial coordination activities.

This fully remote contractor role combines executive support, project coordination, finance administration, and process optimization. The ideal candidate is highly organized, proactive, tech-savvy, and comfortable using AI-powered productivity tools to improve workflows. Experience supporting executives and working with financial data, budgets, invoices, and reporting is strongly preferred.

Responsibilities

Executive Support

• Provide comprehensive executive support to leadership.
• Manage complex calendars, appointments, and executive schedules.
• Coordinate meetings, executive communications, and travel arrangements.
• Monitor priorities and ensure executives remain focused on strategic initiatives.

Finance Administration

• Track business expenses and manage invoice processing.
• Support budgeting activities and financial reporting.
• Maintain financial records and documentation.
• Assist with bookkeeping and financial coordination tasks.

Project & Operations Coordination

• Coordinate projects, monitor action items, and track task completion.
• Follow up on key initiatives to ensure deadlines are met.
• Assist with operational support and workflow management.
• Identify opportunities to improve processes and operational efficiency.

Research & Documentation

• Conduct business research.
• Prepare reports, presentations, and meeting summaries.
• Maintain organized records and business documentation.
• Handle confidential business and financial information with discretion.

Technology & Process Improvement

• Utilize AI productivity tools such as ChatGPT and Claude AI to streamline administrative tasks.
• Leverage collaboration and workflow platforms to improve efficiency.
• Support automation and continuous improvement initiatives.

Requirements

Experience

• Proven experience as an:
  • Executive Assistant
  • Executive Partner
  • Administrative Support Professional
• Experience supporting executives, founders, or leadership teams.
• Experience managing executive calendars, travel, meetings, and communications.
• Finance experience including:
  • Expense tracking
  • Invoice management
  • Budget support
  • Financial reporting
  • Bookkeeping assistance
• Experience supporting remote teams is preferred.
• Startup or fast-paced business experience is advantageous.

Skills & Competencies

• Exceptional organizational and time management skills.
• Strong project coordination abilities.
• Excellent written and verbal communication.
• High attention to detail and accuracy.
• Strong problem-solving and critical-thinking skills.
• Ability to prioritize multiple tasks simultaneously.
• Self-motivated and proactive.
• Professionalism, discretion, and confidentiality.
• Adaptability in rapidly changing environments.

Technical Skills

• Experience with accounting software such as:
  • QuickBooks
  • Xero
  • Similar financial platforms
• Proficiency with:
  • Google Workspace
  • Slack
  • Notion
  • Project management systems
• Comfortable using AI tools including:
  • ChatGPT
  • Claude AI
  • Other workflow automation platforms

Preferred Qualifications

• Experience in fintech, AI, Web3, cryptocurrency, or emerging technology industries.
• Experience coordinating across multiple time zones.

Education

• No specific educational qualifications mentioned.

Candidate Profile

You SHOULD Apply If

• You have experience supporting senior executives in fast-paced environments.
• You enjoy balancing executive assistance with finance-related responsibilities.
• You are highly organized and proactive.
• You are comfortable using AI tools to improve productivity.
• You communicate effectively with executives, clients, and stakeholders.
• You enjoy improving systems and operational processes.
• You work well independently with minimal supervision.

You Should NOT Apply If

• You have limited executive support experience.
• You are uncomfortable handling financial records or expense management.
• You struggle to manage multiple priorities simultaneously.
• You prefer highly structured roles with little change.
• You are not comfortable learning new technologies and AI tools.
• You have difficulty maintaining confidentiality when handling sensitive information.

Other Information

Work Schedule

• Freelance / Contractor
• Remote

Work Style

• Fully remote
• Open to candidates worldwide

Additional Benefits / Highlights

• Contractor engagement through The People Group.
• Client contracts managed directly by The People Group, providing contractor support and protection.
• Opportunity to work with fast-growing businesses and executives.
• Exposure to AI-powered productivity tools and modern workflow technologies.
• Flexible remote work environment.
• Opportunity to contribute to executive operations, finance, and business process improvement.