Job Title: Virtual Assistant

 

About the Company:

Our Client is transforming how couples build their financial lives together, starting with prenuptial agreements. They utilize conversational AI to help couples create a clear blueprint for their financial future and connect them with top-rated lawyers or experts in their network.

 

Job Description:

Our Client is seeking a highly organized, proactive Virtual Assistant to provide essential operational support to the co-founders. This role is crucial for maintaining focus on high-impact tasks and involves a blend of administrative support, content management, and process documentation.

 

Key Responsibilities:

• Executive & Administrative Support

• Handle ad hoc requests such as research projects, vendor comparisons, and competitive analysis

• Create and track action items in the project management system

• Research, book, and manage travel logistics

• Coordinate company events and external meetings

• Manage content calendar and support content distribution

• Create marketing materials and social graphics

• Identify opportunities for automation to enhance productivity

• Track projects and manage timelines across the organization

• Conduct operational research and maintain financial records

 

Required Experience and Qualifications:

• 5+ years as an Executive Assistant, Virtual Assistant, or Chief of Staff

• Exceptional organizational skills and attention to detail

• Strong written communication skills

• Technical proficiency with Google Workspace, Slack, Asana, Notion, Linear, Canva, Figma, Zapier, and Make

• Proactive problem-solver with the ability to anticipate needs

• Comfortable with ambiguity and evolving priorities

 

Preferred Skills:

• Familiarity with automation (Zapier, Make) and AI tools (ChatGPT, Claude)

• Experience in financial services, legal services, or fintech

• Background supporting founders at early-stage startups

• Skills in operations, project management, or process improvement

• Graphic design or presentation design capabilities

 

Personality:

• Adaptable and able to wear multiple hats

• Discreet and professional, handling confidential information with care

• Startup mentality with comfort in fast-paced environments

 

Software & Tools:

• Google Workspace

• Slack

• Project management software (Asana, Notion, Linear)

• Design tools (Canva, Figma)

• Automation tools (Zapier, Make)

 

English Level:

C2, Native

 

Schedule:

10 am to 6 pm EST

 

Salary and Benefits:

Payment in USD or Local Currency – Your Choice.