Executive Assistant

Agent Inc.

Job Overview

Location

Colombia

Job Type

Full-time

Full Job Description

📋 Description

• Manage calendars for six partners at a growing CPA firm, ensuring optimal scheduling and conflict resolution across high-volume client and internal meetings.
• Coordinate all internal and external meetings, including client calls, firm-wide events, and partner-specific appointments, with precision and timeliness.
• Serve as the primary point of contact for partner email inboxes, filtering, prioritizing, and responding to communications with professionalism and discretion.
• Assist with task management and workflow tracking using Karbon, ensuring deadlines are met and action items are clearly assigned and followed up on.
• Organize and maintain partner schedules and priorities, proactively anticipating needs and adjusting plans to accommodate shifting demands.
• Prepare detailed meeting agendas, distribute pre-read materials, and document follow-up action items with clear ownership and deadlines.
• Support document preparation for client deliverables, internal reports, and firm communications, ensuring accuracy and adherence to branding and compliance standards.
• Arrange domestic and international travel logistics for partners, including flights, accommodations, ground transportation, and itinerary coordination.
• Monitor critical administrative deadlines across multiple partners and ensure timely completion of time-sensitive tasks.
• Identify inefficiencies in administrative workflows and propose or implement improvements to enhance productivity and reduce manual effort.
• Collaborate with firm staff to coordinate recurring meetings, firm events, and operational initiatives that support leadership visibility and team alignment.
• Maintain confidentiality and professionalism when handling sensitive client, financial, and internal firm information.
• Adapt quickly to changing priorities in a fast-paced professional services environment while maintaining composure and accuracy.
• Leverage Microsoft Office and Google Workspace to create, edit, and distribute documents, spreadsheets, presentations, and email campaigns.
• Utilize AI productivity tools and automation workflows to streamline repetitive administrative tasks and improve response times.
• Act as a trusted liaison between partners and internal teams, ensuring seamless communication and alignment across departments.
• Maintain a proactive, ownership-driven mindset—anticipating needs before they arise and resolving issues without prompting.
• Work independently with minimal supervision while consistently delivering high-quality administrative support across multiple executives.

🎯 Requirements

• Minimum 3+ years of Executive Assistant experience
• Experience supporting multiple executives simultaneously
• Excellent written and verbal English communication skills
• Strong calendar and email management experience
• Exceptional organizational and time-management skills
• Proficiency with Microsoft Office and Google Workspace

🏖️ Benefits

• Remote work flexibility within Central Time Zone
• Support for a growing CPA firm managing 3,000+ clients annually
• Exposure to professional services workflows and practice management software (Karbon, AccountGroove)
• Opportunity to work with U.S.-based leadership team in a high-impact administrative role
• Use of modern AI productivity tools and workflow automation technologies
• Collaborative, efficient team culture focused on operational excellence

Skills & Technologies

Remote

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Agent Inc.

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About Agent Inc.

Agent is a technology company that operates a global talent marketplace connecting employers with pre-vetted professionals in fields such as software engineering, design, marketing and finance. The platform uses AI-driven matching and rigorous screening to streamline remote hiring, handling contracts, payments and compliance across 150+ countries. Businesses scale teams quickly without traditional recruitment overhead, while professionals access curated remote opportunities. Founded in 2016, Agent maintains headquarters in San Francisco and a distributed workforce, serving startups through Fortune 500 clients seeking on-demand expertise.

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