FreedUpFR

Executive Assistant to the Director of Asset Management

FreedUp is a Full Stack Executive Assistant agency dedicated to empowering entrepreneurs by providing skilled assistants to handle administrative tasks, allowing them to focus on their core business activities.

FreedUp

Employee count: 11-50

Salary: 16k-19k USD

Mexico only
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We are seeking a highly skilled and detail-oriented Financial Analyst Executive Assistant to join our dynamic team. This hybrid role combines financial analysis with executive assistance, making it ideal for individuals with a strong background in finance and exceptional organizational skills.

As part of our team, you’ll play a pivotal role in maintaining a comprehensive asset management dashboard, performing data entry, and assisting with financial reporting. You’ll also support executive tasks, including email and calendar management, to ensure seamless operations.

Schedule:

Monday - Friday, 8:00 AM to 5:00 PM CST

Pay Range:

$1,300–$1,600 per month

Requirements

Qualifications:

  • Bachelor’s or Master’s degree in Finance, Business, or a related field.
  • 3+ years of experience in financial analysis and/or executive assistance.
  • Advanced proficiency in Excel and familiarity with financial documents like PL statements.
  • Experience working in a virtual environment with U.S.-based teams.
  • Strong organizational and time-management skills with attention to detail.
  • Exceptional written and verbal communication skills.
  • Experience with Data Entry and financial documents
  • Familiar with PL statements and financial data managemen

Technical Requirements:

  • Reliable high-speed internet connection (50 Mbps download and 10 Mbps upload).
  • A modern laptop or desktop computer with a multi-core processor (Intel i5 or equivalent).
  • Advanced proficiency in Microsoft Excel for managing and analyzing financial data.
  • Familiarity with remote collaboration tools like Microsoft Teams, OneNote, Zoom, or Slack.
  • A noise-canceling headset for clear communication.

Benefits

  • Opportunity to work with a forward-thinking team in the asset management and financial sector.
  • International experience with a remote-first approach.
  • Comprehensive onboarding and training process to ensure your success.
  • PTO and potential performance bonuses.
  • Collaborative and supportive work environment.

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Mid-level

Salary

Salary: 16k-19k USD

Location requirements

Mexico

Hiring timezones

Mexico +/- 0 hours

Job categories

Executive Assistant ManagerExecutive AssistantFinance Executive Assistant

Skills

Financial AnalysisExecutive AssistantExcelFinancial StatementsData EntryFinancial ReportingOrganizational SkillsTime ManagementCommunication SkillsMicrosoft TeamsOneNoteZoomSlackRemote CollaborationAsset ManagementDashboardsMicrosoft ExcelAssistant.ToCalendar ManagementAdvanced ExcelFinancial Data ManagementVirtual Environment Experience

About FreedUp

Learn more about FreedUp and their company culture.

View company profile

What started as a small initiative to help overwhelmed entrepreneurs has transformed into FreedUp, a pioneering Full Stack Executive Assistant agency committed to liberating founders and executives from the shackles of administrative burdens. Our journey began with the understanding that many leaders struggled to maintain focus on their core competencies while drowning in the minutiae of day-to-day tasks. Recognizing this gap, we aimed to build a bridge between time-strapped executives and capable, trained assistants who can, effectively, reclaim precious hours lost to administrative duties.

At FreedUp, we take pride in our meticulous approach to headhunting and training top-tier global talent. Within a mere 45 days, we onboard our clients with a dedicated Executive Assistant who is not only well-equipped but also specifically trained through our comprehensive programs to facilitate a seamless transition. Our unique model encompasses custom system-building and support that ensures our clients receive the maximum ROI on their investment. Whether it’s managing schedules, organizing inboxes, or preparing travel itineraries, our assistants are the unsung heroes, enabling leaders to operate in their true 'zone of genius'. With our membership starting at just $3,200/month, we empower our clients to work smarter, not harder. Join us in making the shift from being 'busy' to being effective, and see how FreedUp can redefine your operational efficiency.

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FreedUp

Company size

11-50 employees

Founded in

2022

Chief executive officer

Scott Frazier

Markets

Executive AssistanceVirtual AssistanceAdministrative ServicesBusiness Process OutsourcingTalent AcquisitionProfessional ServicesProductivity ToolsRemote Work SolutionsWorkforce ManagementEntrepreneur Support

Employees live in

United States
View company profile

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