Executive Assistant & Customer Success (Remote)

About the role

We are looking for a full‑time Executive Assistant who will also support our Customer Success team. The role is fully remote and combines traditional executive support with hands‑on customer operations in a fast‑growing fintech environment.

Key responsibilities

• Provide day‑to‑day administrative support to the Head of Investor Success and the Investor Success Intern, managing priorities, communications and operational projects.
• Manage and triage investor support inboxes, answer routine queries and escalate complex issues.
• Handle account‑related requests such as investment transfers, account updates and tax document queries.
• Coordinate documentation between investors and third‑party providers.
• Own internal operational projects, draft help articles, onboarding guides and other customer‑facing resources.
• Identify recurring investor questions, suggest process improvements and contribute to product enhancements.
• Assist with surveys, outreach campaigns, community initiatives and event logistics.
• Document new processes and continuously improve workflows using AI and automation tools.

Required profile

• 2+ years of experience in an Executive Assistant, Customer Success, Operations or Virtual Assistant role.
• Excellent written English and professional communication skills.
• Highly organized with strong attention to detail.
• Ability to work independently with minimal supervision.
• Problem‑solving mindset and willingness to take ownership of projects.
• Comfort handling sensitive financial and customer information.
• Reliable computer and high‑speed internet connection.

Required skills

• Experience with AI productivity tools such as ChatGPT or Claude.

What we offer

• Full‑time remote position with a consistent schedule (9 am–5 pm PST).
• Opportunity to work directly with investors and influence operational processes.
• Exposure to fintech and investor‑focused products.