Responsibilities
- Own complex calendar and inbox management across three companies, using prioritization judgment (not just scheduling)
- Act as a gatekeeper and decision-support partner by triaging requests, drafting responses, and recommending next actions
- Prepare and organize board materials, executive reports, and leadership documentation with strong accuracy and confidentiality
- Track cross-company projects, deliverables, and deadlines so critical work is visible, moving, and completed on time
- Coordinate cross-functional initiatives by aligning stakeholders, running follow-ups, and removing execution blockers
- Improve internal workflows by documenting processes, streamlining recurring work, and introducing more efficient systems
- Support basic bookkeeping workflows in QuickBooks, including transaction categorization and operational finance admin
- Provide light marketing/admin coordination (task-based execution support, not strategic ownership)
- Help drive internal AI adoption by identifying repeatable work, testing tools, and creating simple playbooks for team usage
- Maintain high-quality operational “runway” for the executive: meeting prep, context briefs, and proactive reminders that prevent surprises
Requirements
- 4–8+ years of experience supporting senior executives (ideally supporting multiple leaders or operating across multiple business lines)
- Proven operational ownership beyond admin support (you’ve improved workflows, built systems, or made execution measurably smoother)
- Strong calendar and inbox management with real prioritization judgment and confidence making calls within agreed guardrails
- Experience preparing executive-ready materials (board decks, reports, leadership documentation, meeting briefs, or similar)
- Track record of coordinating cross-functional work and driving follow-through in fast-changing, ambiguous environments
- Comfort with tools and systems (task/project management, documentation, collaboration tools) and a curiosity about AI for efficiency
Nice to Have
- Experience supporting board-level stakeholders directly (board meetings, governance materials, investor-style reporting, etc.)
- Exposure to QuickBooks and basic bookkeeping workflows (categorization, reconciliation support, finance admin)
- Experience working in multi-entity environments (holding companies, multiple brands, multiple legal entities)
- Background in or exposure to financial advisory, accounting/advisory, or e-commerce/retail operations
Benefits
- Access to a $200K+ perk marketplace with discounts on 150+ global services.
- Option to withdraw up to 50% of approved earnings before payday.
Additional Information
- Schedule: Monday to Friday, U.S Time Zone (MST or EST)
