Qualifications
Minimum of 3 years' experience as an Executive Assistant, Operations Assistant, Administrative Coordinator, or in a similar role supporting senior leaders. Proven expertise in phone and email management, calendar coordination (handling multiple calendars), and maintaining CRM data accuracy. Strong proficiency in HubSpot and Mailchimp; experience with project management tools like ClickUp, Jira, or Trello is advantageous. High comfort level using AI tools (e.g., ChatGPT, Copilot) with a willingness to manage and validate AI-generated outputs. Exceptional written and verbal communication skills, with a keen eye for tone, accuracy, and regulatory compliance. Ability to handle client communications with discretion, transparency, and compliance awareness without impersonating executives. Strong organizational and time-management skills, with the capacity to quickly reprioritize in a dynamic environment. Demonstrated initiative, problem-solving capabilities, and the ability to drive tasks to completion with minimal supervision. Experience supporting operational processes, documentation, and execution of standard operating procedures. Familiarity with basic reporting, data validation, and quality assurance. Technical Requirements: You must have reliable high-speed internet, a modern laptop with a multi-core processor, and a noise-canceling headset.
About the job
Join our dynamic team at freedup as a proactive and meticulous Executive Assistant dedicated to providing operational and compliance support to our Founder and CEO in a highly regulated financial and professional services landscape. This position is perfect for individuals with robust operational skills, exceptional communication acumen, and proficiency in leveraging advanced AI technologies.
Your key responsibilities will include alleviating the CEO's operational burden, optimizing internal processes, and facilitating compliant and high-quality client interactions. A significant part of your role will involve collaborating with a custom AI assistant to automate routine tasks, validate outputs, and transition workflows from manual to AI-assisted operations.
As an Executive Assistant, you will oversee calendar management, client communications, CRM accuracy, marketing coordination, and standard operational procedures. You will serve as an integral extension of the executive team, without impersonation, ensuring transparency, regulatory compliance, and operational excellence. This is a full-time remote position that requires independence, adept prioritization, and comfort in a fast-paced, accountable environment.
About freedup
freedup is a forward-thinking company operating in the financial and professional services sector, known for its innovative approach and commitment to regulatory compliance. We leverage technology and AI to enhance operational efficiency and client satisfaction.
