We are seeking a highly proactive, detail-oriented Executive Assistant (EA) to support a Founder and CEO in a highly regulated financial and professional services environment. This role is ideal for someone with strong operational discipline, exceptional communication judgment, and the ability to work confidently alongside advanced AI tools.

The EA will play a critical role in reducing the CEO’s operational workload, streamlining internal systems, and ensuring compliant, high-quality client communication. A key aspect of this role involves partnering with a custom AI assistant to automate routine tasks, validate outputs, and gradually transition workflows from manual execution to AI-supported operations.

As an EA, you will manage calendars, client communications, CRM accuracy, marketing coordination, and recurring operational processes. You will act as an extension of the executive—without impersonation—ensuring transparency, regulatory ...