[ref. t8889800] Executive Assistant (Finance)

apartmentFreedUp placeCiudad de México scheduleJornada completa calendar_month 

We are seeking a proactive and highly organized Executive Assistant (EA) to support a Founder and CEO. This role is ideal for someone who excels at task delegation, scheduling, CRM and project management, and communication. You will play a key role in streamlining operations, improving efficiency, and ensuring smooth day-to-day management as the business expands.

As an EA, you will be responsible for handling phone calls, scheduling appointments, managing email communications, maintaining the CRM (HubSpot), and assisting with administrative tasks to optimize the executive’s time and productivity. This is a full-time, remote role requiring a high level of independence, attention to detail, and strong organizational skills.

Job Title: Full-Time Executive Assistant
Location: Remote
Job Type: Full-Time

Salary: $1,500- $2,000 per month (based on experience)

Requirements
  • 3+ years of experience as an Executive Assistant, Administrative Coordinator, or in a similar role.
  • 3+ years of experience with SalesForce
  • Strong experience in phone and email management, calendar coordination, and CRM data entry.
  • Proficient in HubSpot, Trello, SalesForce or similar CRM and project management tools.
  • Proficient in Microsoft Excel, including data analysis, reporting, and spreadsheet management.
  • Excellent written and verbal communication skills.
  • Ability to handle financial tasks, including managing expense reports, regional P&L updates, and generating Salesforce reports regularly
  • Ability to take initiative, solve problems independently, and implement efficient workflows.
  • Strong organizational and time management skills.
  • Familiarity with basic bookkeeping and reporting
  • Technical Requirements: Reliable high-speed internet, a modern laptop with a multi-core processor, and a noise-canceling headset.
Key Responsibilities
  • Phone & Call Management: Handle incoming calls, ensure timely responses, and manage call logs.
  • Scheduling & Calendar Management: Organize and schedule meetings and keep the executive informed of upcoming appointments.
  • Email & Communication Management: Oversee inbox triage, draft and review emails, and maintain a system for prioritizing key messages.
  • Calendar Organization: Assistance in managing a busy calendar filled with internal and external meetings, ensuring all relevant details are included in calendar invites, and helping to avoid double bookings.
  • CRM Management: Update and maintain SalesForce. Skills related to managing data from Salesforce, generating reports, and ensuring that important financial information is organized and accessible
  • Task Delegation: The ability to delegate tasks effectively, including managing communications with clients and team members, and ensuring that tasks are assigned to the right individuals
  • Administrative Support: Assist with document organization, mail management, and basic reporting.
  • Process Optimization: Help establish efficient workflows and implement best practices for managing executive responsibilities.
  • Project Coordination: Support business growth by coordinating initiatives, tracking key tasks, and ensuring deadlines are met.
Benefits
  • International experience
  • Opportunity to work remotely from anywhere
  • Supportive and collaborative team environment
  • Learning and development opportunities
  • Potential Performance Bonuses
  • PTO
  • HMO after 3 months
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