Catena

Executive Assistant – Investment, Finance

Catena

full-time

Posted on:

Location Type: Remote

Location: Philippines

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About the role

  • Own and manage complex calendars for two founders across multiple stakeholders.
  • Coordinate meetings with investors, brokers, and external partners.
  • Proactively anticipate conflicts and propose availability aligned with executive priorities.
  • Account for time zones, travel time, and realistic meeting buffers.
  • Send, update, and manage calendar invites, including Zoom links or in-person logistics.
  • Respond to scheduling and coordination emails on behalf of founders using a separate inbox.
  • Monitor inbox activity and ensure timely, professional communication.
  • Maintain error-free written communication with strong attention to tone and clarity.
  • Ensure all meetings, contacts, and activities are accurately logged in HubSpot CRM.
  • Maintain structured digital records and file systems.

Requirements

  • 3+ years of experience as an Executive Assistant or in a closely related administrative role.
  • Proven experience managing complex calendars for executives or founders.
  • Excellent written English with exceptional attention to detail and accuracy.
  • Strong organizational skills and comfort with repetitive, detail-intensive administrative work.
  • Experience using CRM systems; HubSpot experience strongly preferred.
  • Ability to work full-time in New York (EST) hours.
  • Willingness to provide limited, occasional after-hours email support when necessary.
  • Ability to work independently with minimal supervision after onboarding.
  • Nice-to-Haves (Preferred)
  • Background in finance, private equity, venture capital, or investment-related environments.
  • Experience supporting investor-facing or broker-facing executives.
  • Prior experience leading CRM cleanup, data hygiene, or system organization initiatives.
Benefits
  • Competitive Salary: Based on experience and skills
  • Remote Work: Fully remote—work from anywhere
  • Performance Bonus: Based on data accuracy, reporting timeliness, and overall sales efficiency
  • Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
  • Generous PTO: In accordance with company policy
  • Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
  • Direct Mentorship: Guidance from international industry experts
  • Learning & Development: Ongoing access to resources for professional growth
  • Global Networking: Connect with professionals worldwide
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
calendar managementCRM systemsdata hygienesystem organization
Soft Skills
organizational skillsattention to detailprofessional communicationindependenceproblem-solving