Executive Assistant

KenyaMOJA.com
Full time
Other
United States
Hiring from: United States
Job Description/Requirements

Key Responsibilities

Executive & Administrative Support

  • Manage and respond to email across multiple entities
  • Draft correspondence, including professional emails, thank-you notes, and internal

updates

  • Handle confidential tasks such as basic banking, payroll data entry, or protected

document access

  • Organize and manage business documents using DocuSign and ShareFile
  • Coordinate with team members using designated communication tools

Client Support & Meeting Preparation

  • Manage scheduling requests and client appointments for the CEO
  • Pull client reports and investment statements using Orion (core portfolio software)
  • Conduct background research on clients and meeting participants
  • Prepare summaries and briefing documents before meetings

Calendar & Time Management

  • Maintain and update personal and business calendars
  • Block off time for deep work, travel, and meetings
  • Track long-term commitments such as board meetings and industry events
  • Send reminders and ensure the CEO is prepared for all engagements

Personal Organization

  • Track personal deadlines (e.g., insurance renewals, DMV registrations)
  • Maintain the founder’s calendar
  • Order gifts and handle online errands as needed

Requirements

Required Qualifications

  • Bachelor’s degree
  • 3+ years of prior experience as an Executive Assistant
  • Excellent verbal and written communication skills
  • Neutral, American-sounding English accent and professional fluency
  • Ability to work discreetly and handle confidential information with care
  • Alignment with Christian values and a joyful, professional demeanor
  • Strong interpersonal skills and responsiveness
  • Comfortable working in a remote, fast-paced environment

Required Tools

  • ShareFile,Outlook,DocuSign,Microsoft Teams,Basic Excel (101 level; more advanced not required)

Preferred Tools (Industry-Specific)

  • Orion (investment management/reporting software)
  • Redtail (financial advisory CRM)

Equipment Requirements

  • Personal laptop or desktop
  • Stable internet connection (minimum 100 Mbps)
  • Quality headphones and microphone
  • Smartphone for communication and coordination
  • Willingness to upgrade internet or devices if necessary

Benefits & Perks

  • Competitive salary (based on experience and qualifications)
  • Performance bonuses and incentives
  • Paid time off and paid holidays
  • Health insurance
  • Remote work flexibility
  • Career advancement opportunities
  • Ongoing training

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