Executive Assistant (US Financial Services, WFH)

Schedule: Monday Friday (1:00 AM to 10:00 AM PHT)

What are we looking for?

Skills Required:

• 3+ years of experience in an executive assistant, operations, or admin role
• - Experience or familiarity with CRM systems, investor portals, or property management software (Appfolio, Yardi, Buildium – a plus)
• - Comfortable using tech platforms like Notion, Discord, Google Workspace, project management tools Background in private equity, real estate, or investment management Excellent written and verbal communication skills
• Nice to have:
• Bilingual (EnglishChinese) preferred but not required
• What will you do?

• Manage complex calendars and prioritize highimpact meeting
• - Attend select meetings, take notes, and ensure followups are tracked and completed
• - Coordinate travel, events, and investorrelated logistics
• - Act as liaison between departments and senior leadership
• - Draft, filter, and manage executivelevel communications
• Client & Investor Operations
• Support investor onboarding: coordinate documents, system setup (e.g., Cash Flow Portal), and communication
• - Track and maintain investor records, distributions, and account updates
• - Ensure timely and professional responses to investor inquiries
• - Assist in drafting and distributing investor updates and reports
• Project & Operations Management
• Maintain and organize Notion task boards and internal trackers
• - Coordinate crossdepartmental followups to ensure alignment on priorities
• - Assist with planning and implementation of SOPs, KPIs, and internal projects
• - Provide light operational support to property management as needed (e.g., coordinating vendor schedules, lease tracking, managing followups)
• Join the awesome team and enjoy these benefits & perks:
• WFH
• - Medical, Dental Coverage and Life insurance from day 1 of employment
• - Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• - Competitive salary package and annual appraisal
• - Financial Assistance Program
• - Mandatory Government Benefits and 13th Month Pay
• - Regular Company Events, Work Life Balance, and Career growth opportunities
• JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a toprated Philippines employer of choice.

They go beyond being advisors; they your partners in achieving financial success.

#ConnectOSCareers #JoinConnectOS

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

This offer from "ConnectOS" has been enriched by Jobgether.com and got a 72% flex score.