Finance Ops & Executive Assistant
Keiretsu Forum
This full-time remote role combines Finance Operations and Executive Assistant responsibilities to support leadership and ensure smooth organizational workflows.
Key Responsibilities
- Manage expense reports.
- Assist with budgeting and basic financial tracking.
- Coordinate documentation for investor-related activities.
- Provide executive support:
- Calendar management.
- Meeting coordination.
- Travel arrangements.
- Preparation of presentations and reports.
- General administrative assistance:
- Maintaining records.
- Handling correspondence.
- Ensuring effective communication across stakeholders and teams.
- Collaborate closely with executives and operations staff to streamline processes and maintain a high level of professionalism and accuracy.
Requirements & Tech Stack
- Proficiency with productivity and collaboration tools (e.g., MS Office, Google Workspace, virtual meeting platforms).
Qualifications
- Strong Executive Administrative Assistance and Executive Support skills, including calendar management, meeting coordination, and document preparation.
- Proficiency in handling Expense Reports and basic finance operations, including tracking, reconciliation, and documentation of expenses.
- Clear and professional Communication skills, both written and verbal.
- Solid Administrative Assistance capabilities, including organization, record-keeping, and task prioritization.
- Experience supporting senior leaders.
- Strong attention to detail.
- Comfort working independently in a remote setting.
- Familiarity with financial or investment environments is beneficial.
- Bachelor’s degree or equivalent experience in business, finance, or a related field is beneficial.





