Executive Assistant

Agent Inc.

Job Overview

Location

Philippines

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-priority 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.
• Organize and maintain partner schedules, prioritizing tasks based on urgency, client needs, and firm-wide priorities.
• Prepare detailed meeting agendas, distribute pre-read materials, and document follow-up action items with clear ownership and deadlines.
• Support the preparation of client-facing and internal documents, including reports, proposals, and presentations, ensuring accuracy and brand consistency.
• Arrange domestic and international travel logistics for partners, including flights, accommodations, ground transportation, and itinerary coordination.
• Monitor key administrative deadlines across multiple partners and proactively alert teams to upcoming due dates or scheduling conflicts.
• Identify inefficiencies in current 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, ensuring seamless execution.
• Maintain confidentiality and professionalism when handling sensitive financial, client, and internal firm information.
• Adapt quickly to changing priorities and emerging needs across six executive workstreams without compromising quality or timeliness.
• Leverage Microsoft Office and Google Workspace to manage documents, spreadsheets, presentations, and communication platforms efficiently.
• Stay current with firm-wide technology tools including Karbon, AccountGroove, and AI productivity tools to streamline administrative processes.
• Work independently with minimal supervision, demonstrating initiative, ownership, and accountability for all assigned responsibilities.
• Maintain a proactive problem-solving mindset, anticipating needs before they arise and resolving issues before they impact partner productivity.
• Build strong working relationships with partners and firm staff through clear, respectful, and responsive communication.
• Embrace a technology adoption mindset, quickly learning and integrating new tools to improve administrative efficiency and support scalability.

🎯 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 arrangement with flexibility within Central Time Zone
• Opportunity to support a growing CPA firm managing 3,000+ clients annually
• Exposure to professional services environment with high-impact leadership teams
• Use of modern productivity tools including Karbon, AccountGroove, and AI platforms

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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