Executive Assistant To The Managing Partner

SENIOR EXECUTIVE ASSISTANT TO MANAGING PARTNER

OKR Financial operates a suite of private funds with a track record of rewarding investors and providing bridge financing, convertible debt, and equity to small and medium sized companies predominately from

the technology industry.

We are seeking a Senior Executive Assistant to provide comprehensive support to our Managing Partner. The ideal candidate will be a detail-oriented professional with exceptional communication skills, the ability to anticipate needs, and a proven track record of supporting senior executives in a fast-paced and dynamic environment. We expect this person to be able to grow into a Chief of Staff position within 6-months; therefore, the role has a 6-month probation period.

Key Responsibilities

Inbox and Calendar Management:

• Proactively manage the MP’s multiple inboxes and calendars, scheduling/rescheduling and coordinating meetings, investor calls, etc. across global time zones.
• Prioritize and anticipate scheduling conflicts, making necessary adjustments to ensure smooth operations and efficient use of MP’s time.

Communication and Correspondence:

• Proactively monitor inboxes and fulfill requests or respond to emails on behalf of the MP, to take various items off the to-do list.
• Draft and prepare correspondence, emails, presentations, and other materials on behalf of the MP.

Information Management:

• Organize and maintain confidential documents and files, primarily digital, across various SharePoint sites used internally.

Travel Coordination:

• Plan and coordinate travel arrangements, including flights, accommodations, ground transportation, and itinerary management.

Project Support:

• Support and assist in special projects and tasks.

Qualifications and Skills

Minimum of 4+ years of experience as an Executive Assistant reporting directly to a Senior Management or C-Suite Executive.

Educational background in in Business Administration or Organizational Management is considered an asset.

Exceptional organizational, multi-tasking, and problem-solving skills. Ability to work independently on day-to-day tasks, as well as collaborate on projects as required.

Requires the ability to effectively juggle and triage competing requests with a strong grasp of priorities and a high degree of confidence.

Experience with Microsoft Office Suite (Teams, SharePoint, Excel, Outlook, Word) as well as Adobe.

~ Please email your resume directly to [email protected] with the subject line “EA Applicant: [your name]” ~