Executive Assistant

Looking to take your career to the next level? Then this role is for you!

Join Outsourcey and be part of our mission to revolutionize global talent expansion! We connect businesses with dedicated full-time teams in the Philippines, offering cost-efficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support, let's shape the future of work together!

Profile Requirements:

• 3+ years’ experience as an EA, VA or operations coordinator, ideally supporting senior executives.
• Prior experience in funds management, financial services, wealth management or professional services is highly regarded.
• Hands-on experience with monday.com (or comparable CRMs such as HubSpot, Salesforce, Pipedrive) and a willingness to take ownership of the platform.
• Excellent written and verbal communication – polished, concise and appropriate for an investor audience.
• Strong organisational skills with the ability to juggle multiple priorities and meet deadlines without being chased.
• A high level of discretion when handling confidential investor and commercial information.
• Tech-savvy and comfortable across the modern productivity stack (Microsoft 365 or Google Workspace, Zoom/Teams, DocuSign, e-signature tools, document management systems).
• Self-starter mindset – you can work autonomously, anticipate needs and bring solutions, not just problems.
• Available during core business hours in the Directors’ time zone, with flexibility around investor meetings.
• Nice to have
• Familiarity with AML/KYC processes and wholesale/sophisticated investor requirements.
• Experience working with fund administrators, registries or unit-trust structures.
• Exposure to capital raising activity (roadshows, investor decks, data rooms).
• Basic understanding of fund performance reporting and investor statements.

Core responsibilities:

• Director and executive support
• Manage Directors’ calendars, meetings and travel – including investor meetings, board meetings, due diligence sessions and conferences.
• Triage and manage inboxes; draft and send correspondence on behalf of the Directors.
• Prepare meeting agendas, briefing packs and follow-up notes; track action items through to completion.
• Coordinate logistics for investor roadshows, capital raising events and internal offsites.
• Handle expenses, invoicing, document filing and other administrative matters.
• Inbound lead response and investor relations support
• Act as the first point of contact for inbound enquiries from prospective investors, advisers and intermediaries.
• Respond promptly and professionally, qualifying leads against agreed criteria (sophisticated/wholesale investor status, ticket size, mandate fit).
• Schedule follow-up calls and meetings with the Directors and ensure prospects receive appropriate materials (IM, fact sheets, NDAs).
• Track every lead through the pipeline and ensure no enquiry goes unanswered.
• Assist with periodic investor updates, distribution notices and ad-hoc investor communications.
• CRM and pipeline management (monday.com)
• Own the day-to-day administration of our monday.com CRM – keeping investor, prospect and adviser records accurate, complete and up to date.
• Maintain pipeline boards, tag prospects by stage, source and mandate, and ensure activity logs reflect every touchpoint.
• Build and refine boards, automations, forms and dashboards to streamline workflows and reporting.
• Produce weekly pipeline reports and metrics for the Directors.
• Integrate monday.com with email, calendar and document storage so the Directors always have a single source of truth.
• Funds management operations
• Coordinate investor onboarding, including liaising with the fund administrator/registry on application forms, AML/KYC and unit registry updates.
• Assist with the preparation and distribution of monthly/quarterly investor reports, performance updates and statements.
• Maintain organised document libraries for fund documents (IM/PDS, deeds, compliance plans, board papers, service-provider agreements).
• Liaise with external service providers including the fund administrator, custodian, auditor, legal counsel and compliance consultants.
• Help track key compliance and reporting deadlines, ensuring nothing slips through the cracks.
• Support ad-hoc projects across capital raising, marketing collateral, website updates and event

Benefits: Competitive salary Opportunity to shape the HR function of a rapidly growing BPO. Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities.

Please attach your CV and we will be in touch for a confidential chat. Let's do great things together!

This is a remote position.