Job Title: Senior Executive & Operations Assistant Work Modality: Remote / Colombia. (Barranquilla, cali, medellin, bucaramanga, bogota, ibague, armenia) Shift Schedule: Monday to Friday 9:00am to 5:00pm EST (for now), there's a possibility of they changing to another schedule based on their preference. Bilingual: English proficiency required, Spanish is a nice to have. Position Summary: We are looking a highly organized, resourceful Senior Executive Assistant to support our leadership team in a fast-paced, client-facing environment. This role blends traditional executive support with hands-on deal process coordination, buyer communication, CRM management, and light financial and marketing tasks. We’re looking for someone who thrives in a detail-driven, high-stakes setting—and who can think two steps ahead. Key Responsibilities: Deal Process Support - Manage NDA execution and tracking with precision and confidentiality - Screen buyer inquiries by conducting research and ensuring alignment with deal requirements - Coordinate the release of confidential deal materials (CIMs, data rooms) to qualified buyers - Follow up with buyers to ensure engagement, consolidate questions, and coordinate scheduling - Join internal or external calls to track action items and execute next steps (e.g., sending documents, updating folders, drafting follow-ups) Executive Assistance - Manage the Managing Partner’s calendar, meetings, and email inbox - Schedule networking meetings and podcast interviews using Calendly or similar tools - Make outbound calls to confirm meetings, follow up with contacts, or gather basic information as needed - Draft, format, and send professional correspondence and follow-up emails - Assist with podcast prep by coordinating with guests, drafting interview questions (often using AI tools), and ensuring a smooth virtual process - Maintain and update Pipedrive CRM with contact records, buyer notes, and deal pipeline data Operational and Administrative Support - Organize digital files and maintain document flow across platforms like ShareFile and Adobe Sign - Assist in preparing presentations and internal documents in Word and PowerPoint - Upload and manage content via platforms like Loom and Zapier (no prior experience needed, just tech comfort) - Support financial tasks such as compiling data, light spreadsheet work, and—over time—recasting financials (training provided) Process and Workflow Optimization - Identify opportunities to improve workflows and increase operational efficiency - Ensure consistent use of systems across the team and proactively close information gaps Qualifications: - 5+ years of executive assistant experience in a financial, legal, or professional services setting - Proficiency with Microsoft Excel, Word, and cloud-based tools (e.g., ShareFile, Adobe Sign, Loom) - Experience with CRM platforms like Pipedrive (or similar); strong data entry and record-keeping habits - Comfortable making professional phone calls and following up with contacts as needed - Excellent written and verbal communication skills, with a high degree of professionalism and discretion - Strong organizational skills and the ability to manage competing priorities with minimal oversight - Comfortable using or learning AI-based tools to assist with research, content, or scheduling - Fluent in English, with clear communication skills and minimal accent - Finance background would be nice to have - Excel knowledge and consolidation of functions and pivot tables. Preferred: - Prior experience supporting executives in M&A;, private equity, investment banking, or related fields - Familiarity with client lifecycle workflows, deal pipelines, or transaction processes - Background in accounting, wealth management, or other finance-related industries Job Type: Full-time Experience: - finances or accounting: 4 years (Required)