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Executive Assistant (US - Based Investment Firm)

Work Arrangement: Fully Remote, Must Overlap with U.S. Time Zones

Job Type: Full-time

Contract Type: Regular (Employee)

Salary Range: Competitive, Commensurate with Experience

Work Schedule: Monday to Friday, 40 Hours/Week

Location: Remote

Holidays Observed: U.S. Holidays


About Pearl

Pearl connects top-tier talent from across the globe with some of the most innovative and fast-growing organizations in the U.S. and EU. With a sharp focus on long-term fit and operational excellence, we partner with clients who value precision, professionalism, and people who can truly own outcomes.

About the Client

Our client is an established investment firm focused on acquiring and growing small to mid-sized businesses across the United States. The role directly supports the firm’s Founder and CEO—an experienced fund manager currently managing his second fund alongside a portfolio of personal investments.

This position goes beyond standard executive support, blending business operations with personal assistance in a high-trust, high-autonomy environment. From coordinating business meetings to managing household logistics, the ideal candidate will thrive in a dynamic setting where confidentiality, ownership, and proactivity are paramount.

Position Overview

The Executive Assistant will serve as a strategic right hand to the Founder, seamlessly balancing executive assistant responsibilities with personal assistant tasks. The role calls for someone who is detail-obsessed, highly adaptable, and capable of handling both high-level business operations and personal logistics with grace and confidentiality.

This is a great opportunity for someone who thrives in a fast-paced, entrepreneurial environment and enjoys wearing multiple hats.

Key Responsibilities

Executive & Operational Support

  • Coordinate complex calendars, appointments, and meeting schedules
  • Handle communications—screen, triage, and respond to emails, calls, and correspondence
  • Prepare PowerPoint decks, reports, and professional documents
  • Coordinate with universities for intern postings, screen applicants, and conduct initial interviews
  • Support project management by tracking timelines and deliverables
  • Transcribe AI-generated meeting notes and follow up on action items
  • Conduct online research to support business decisions and strategic planning

Personal Assistant & Household Management

  • Schedule and manage personal appointments, events, and travel
  • Book flights, accommodations, and transportation for personal and business trips
  • Handle personal errands such as online purchases, gift sourcing, and special requests
  • Support household operations by scheduling repairs, coordinating vendors, and organizing events
  • Manage personal communications with discretion and efficiency

Confidentiality & Discretion

  • Maintain strict confidentiality across all personal and business matters
  • Operate with integrity and professionalism at all times

Must-Haves

  • 3+ years of experience as an Executive Assistant or Personal Assistant, preferably supporting a CEO or Founder
  • Proven ability to manage both professional and personal matters for high-level executives
  • Proficiency in Google Workspace, Microsoft Office (Word & PowerPoint), and communication platforms
  • Experience using ChatGPT or similar AI tools for drafting and research
  • Excellent written and verbal communication skills
  • Highly organized with the ability to prioritize tasks and manage time independently
  • Strong discretion, judgment, and problem-solving ability

Nice-to-Haves

  • Bachelor’s degree
  • Experience working in investment firms, startups, or high-growth environments

Why Join Us?

  • Dynamic Work – Be part of both strategic business initiatives and meaningful personal support
  • Flexibility – Enjoy the benefits of a remote-first role with purpose-driven autonomy
  • Growth-Oriented – Join a team that values continuous improvement and professional development
  • Impact – Your work directly influences the efficiency and effectiveness of an investment firm’s leadership
Pearl Glassdoor Company Review
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CEO of Pearl
Pearl CEO photo
Terry West
Approve of CEO

Average salary estimate

$70000 / YEARLY (est.)
min
max
$60000K
$80000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Executive Assistant (US - Based Investment Firm), Pearl

Are you ready to step into a pivotal role as an Executive Assistant at an innovative U.S.-based investment firm? This is an exciting opportunity for someone who loves variety in their work and isn't afraid to take on both executive support and personal assistance tasks. Here at Pearl, we connect talented individuals like you with top-tier companies looking for wings to their operational excellence. As you work side by side with the firm's Founder and CEO, you'll be in charge of orchestrating complex schedules, preparing professional documents, and even managing household logistics. We’re looking for a detail-oriented professional who thrives in a dynamic environment and can juggle multiple responsibilities with grace. Your role will include liaising with partners, handling communications, and conducting online research that supports crucial business decisions. You’ll also assist with personal errands, travel arrangements, and household operations—all while maintaining a strict level of confidentiality and professionalism. The team you will be part of values purpose and autonomy in a remote work setting, ensuring you have the flexibility to integrate work and life seamlessly while contributing meaningfully to the firm’s strategic initiatives. If you have at least three years of experience as an Executive Assistant, particularly in supporting high-level executives, and are proficient in tools like Google Workspace and Microsoft Office, we would love to hear from you. Join us and be a critical player in empowering leaders to achieve their goals while expanding your skills in an upbeat, entrepreneurial atmosphere!

Frequently Asked Questions (FAQs) for Executive Assistant (US - Based Investment Firm) Role at Pearl
What responsibilities does an Executive Assistant at Pearl's U.S.-Based Investment Firm have?

As an Executive Assistant at Pearl's U.S.-Based Investment Firm, you will manage complex calendars, handle communications, prepare reports, and assist in project management. You're the right hand to the CEO, balancing both professional and personal tasks while ensuring confidentiality and operational excellence.

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What qualifications are required for the Executive Assistant position at Pearl?

To qualify for the Executive Assistant position at Pearl's U.S.-Based Investment Firm, candidates should have 3+ years of experience supporting high-level executives, proficiency in Google Workspace and Microsoft Office, and excellent organizational and communication skills. A Bachelor's degree and experience in investment firms can give you an edge.

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Is remote work an option for the Executive Assistant role at Pearl?

Yes, the Executive Assistant role at Pearl is fully remote, allowing you the flexibility to work from anywhere as long as you can overlap your hours with U.S. time zones. This setup encourages a balance of work and life while staying connected to the team.

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What skills are important for an Executive Assistant at Pearl's investment firm?

Important skills for the Executive Assistant at Pearl include strong discretion, problem-solving abilities, and advanced organizational capabilities. You'll need to handle both business operations and personal tasks effectively, so adaptability and excellent communication are crucial.

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What type of work culture can an Executive Assistant expect at Pearl?

An Executive Assistant at Pearl can expect a dynamic work culture where strategic business initiatives and personal support are intertwined. The company values flexibility, growth, and a high degree of autonomy, making it an inspiring place to work and grow professionally.

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Common Interview Questions for Executive Assistant (US - Based Investment Firm)
What experience do you have supporting high-level executives as an Executive Assistant?

When answering this question, relate specific examples where you successfully managed a busy executive's calendar, coordinated meetings, or handled sensitive communications, highlighting your ability to thrive under pressure and maintain confidentiality.

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How do you prioritize tasks when handling multiple responsibilities?

Demonstrate your organizational skills by explaining your process for assessing deadlines and importance, and how you utilize tools or strategies to keep track of tasks effectively, ensuring nothing falls through the cracks.

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Can you give an example of a challenging situation you faced as an Executive Assistant?

Provide a specific scenario where you navigated a complex issue, emphasizing your problem-solving skills and your ability to maintain professionalism and discretion throughout the situation.

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How proficient are you with tools like Google Workspace and Microsoft Office?

Detail your experience and comfort level with these tools, such as previous projects where you utilized Google Docs for collaborative work or Microsoft PowerPoint for creating impactful presentations.

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Why do you think confidentiality is important in the role of Executive Assistant?

Discuss why maintaining confidentiality is vital in supporting high-profile executives, tying it back to your understanding of trust, professionalism, and the sensitive nature of the information you'll handle.

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How do you manage communications and follow-ups from various stakeholders?

Explain your method for keeping track of communications, perhaps using task management software, and detail how you ensure timely and respectful responses to all inquiries.

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Describe how you would approach scheduling travel arrangements for an executive.

Walk through your process of researching options, balancing cost with convenience, and how you ensure all details are accurately confirmed for a smooth travel experience for the executive.

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What do you think makes an effective Executive Assistant?

Highlight qualities such as proactivity, strong organizational skills, and the ability to anticipate needs without being asked. Emphasize that an effective EA not only supports but also enhances the executive's productivity.

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How do you ensure organization in your work, especially when tasks are fluid?

Talk about the tools and systems you utilize for tracking tasks and deadlines, such as digital calendars or project management apps, and how these help you remain organized despite changing priorities.

Join Rise to see the full answer
How would you describe the balance between personal and professional assistance in this role?

Discuss how you view the dual responsibilities as interconnected rather than separate, explaining how supporting the personal side of an executive contributes to their overall effectiveness in their professional role.

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Photo of the Rise User
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Transparent & Candid
Growth & Learning
Fast-Paced
Collaboration over Competition
Take Risks
Friends Outside of Work
Passion for Exploration
Customer-Centric
Reward & Recognition
Feedback Forward
Rapid Growth
Medical Insurance
Paid Time-Off
Maternity Leave
Mental Health Resources
Equity
Paternity Leave
Fully Distributed
Flex-Friendly
Some Meals Provided
Snacks
Social Gatherings
Pet Friendly
Company Retreats
Dental Insurance
Life insurance
Health Savings Account (HSA)

Rat-a-tat-tat and a ringa-ding-ding. What's that? Answer: The sounds emanating from Pearl, one of the world's foremost distributors of drums and other percussion and musical instruments. Its products, sold under the Pearl and Adams names, range fr...

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Full-time, remote
DATE POSTED
April 19, 2025

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