Executive Assistant - Billing

Job description

About this role

Role Overview We are hiring a full-time Executive Assistant to support Partners at a high-standards, white-glove professional services firm operating in private credit / debt brokerage for high-growth companies. This role is Executive Assistant–first (not social media). You will act as a central execution and coordination point across communications, scheduling, materials preparation, CRM upkeep and partner task tracking. Accuracy, responsiveness and judgment are critical this is a client-facing environment with no margin for careless errors. The firm leverages automation and AI-native workflows, but this role exists to ensure a human,…

Responsibilities

• Client & Lender Correspondence (High Priority)
• ● Manage inbound and outbound communication across WhatsApp, email, and Slack
• ● Draft clear, professional messages on behalf of Partners
• ● Track ongoing threads and ensure timely follow-ups
• ● Maintain a polished, white-glove tone across all external communications

Qualifications and requirements

• Background in finance, private credit, investment banking, PE/VC, fintech, or professional services
• Experience supporting founders or senior partners in a small, fast-moving team
• Comfort working with data-heavy or finance-style presentations
• Familiarity with AI tools and automated workflows (e.g., ChatGPT, AI research tools)
• Tools & Channels
• Role Overview We are hiring a full-time Executive Assistant to support Partners at a high-standards, white-glove professional services firm operating in private credit / debt brokerage for high-growth companies. This role is Executive Assistant–first (not social media). You will act as a central execution and coordination point across communications, scheduling, materials preparation, CRM upkeep and partner task tracking. Accuracy, responsiveness and judgment are critical this is a client-facing environment with no margin for careless errors. The firm leverages automation and AI-native workflows, but this role exists to ensure a human, high-touch experience for clients, lenders, and partners. Core Responsibilities Client & Lender Correspondence (High Priority) ● Manage inbound and outbound communication across WhatsApp, email, and Slack ● Draft clear, professional messages on behalf of Partners ● Track ongoing threads and ensure timely follow-ups ● Maintain a polished, white-glove tone across all external communications ● Escalate time-sensitive or high-risk items appropriately Calendar & Scheduling Management (High Priority) ● Own end-to-end scheduling for meetings and calls with clients, lenders, and internal partners ● Coordinate across time zones, manage reschedules, and send confirmations/reminders ● Ensure calendars are clean, current, and prioritized ● Prepare Partners in advance with agendas, links, and required materials Meeting Materials, Pitch Materials & Presentations (High Priority) ● Prepare and refine meeting decks, pitch materials, and presentation documents ● Build professional, executive-level slides