Location: Remote
Employment Type: Full-time, Independent Contractor
Working Hours: US business hours (ET)
Compensation: Based on experience

About the Role

We’re looking for a highly capable Senior Executive Assistant who combines strong executive support experience, a solid finance or financial operations background, and hands-on AI proficiency.

This role goes beyond traditional calendar and inbox management. You’ll work closely with senior leadership to keep priorities moving, support financial and investment-related workflows, and improve how the business operates.

The adecuado candidate is organized, commercially aware, proactive, and comfortable working with existing processes and systems to identify opportunities for improvement. You should be able to use AI tools and automation to make workflows more efficient, improve visibility, and reduce repetitive manual work - with sound judgment and attention to accuracy.

Key Responsibilities

Executive Support & Priority Management

- Manage complex calendars, inboxes, meeting preparation, and executive follow-ups.
- Anticipate priorities, resolve scheduling conflicts, and independently handle routine decisions.
- Prepare meeting briefs, agendas, reports, and action-item summaries.
- Ensure important commitments and follow-ups are completed on time.

Finance & Business Operations
- Support financial and investment-related administrative workflows, reporting, and documentation.
- Maintain organized records, trackers, and management reports.
- Coordinate with internal and external stakeholders on financial information, deadlines, and outstanding items.
- Help maintain visibility across business priorities, projects, and ongoing opportunities.

AI,



Automation & Process Improvement
- Use AI tools such as ChatGPT, Claude, or similar platforms to improve existing workflows.
- Identify repetitive manual tasks and develop practical solutions using AI, automation, templates, or integrations.
- Build on existing processes, tools, and documentation to improve efficiency and accuracy.
- Develop and maintain SOPs, trackers, and workflows that support consistent execution.
- Validate AI-generated outputs and ensure sensitive business and financial information is handled appropriately.

Required Qualifications

- Senior executive support experience: Proven experience supporting founders, CEOs, managing partners, or other senior executives in a fast-paced environment.
- Finance background: Practical experience in finance, accounting, financial operations, reporting, budgeting, or investment-related administrative workflows.
- Demonstrated AI proficiency: Beyond basic prompting or content generation. You should be able to explain how you have used AI or automation to improve an existing process, with a clear example of the problem, solution, and result.
- Process improvement: Ability to evaluate existing workflows, identify gaps, and implement practical improvements without needing step-by-step direction.
- Strong judgment and ownership: Able to prioritize competing demands, anticipate needs,



protect executive time, and follow through independently.
- Excellent communication: Clear, concise, and professional written and verbal communication.
- Systems proficiency: Comfortable working with Google Workspace or Microsoft 365, spreadsheets, CRM platforms, project management tools, and AI-enabled applications.
- Confidentiality and accuracy: Able to handle sensitive executive, financial, and business information responsibly.

Nice to Have

- Experience in private equity, venture capital, real estate investment, a family office, or another investment-focused environment.
- Exposure to deal pipelines, investor communications, transaction documentation, or investment reporting.
- Experience connecting tools or implementing automations using platforms such as Zapier, Make, or similar solutions.
- Experience creating dashboards, structured trackers, or management reporting systems.

What Success Looks Like

- Executive priorities and follow-ups are consistently managed without constant reminders.
- Financial and operational information is organized, accurate, and easy to access.
- Existing workflows become more efficient through practical AI adoption and process improvements.
- Repetitive administrative work is reduced through reliable systems and automation.
- Leadership has better visibility into priorities, outstanding actions, and ongoing business activities.

How to Apply

Please submit your resume and briefly describe one example of how you used AI or automation to improve an existing business, finance, or administrative workflow. Explain what the process looked like before, what you changed, and the impact of your improvement.

📌 Senior Executive Assistant (Buenos Aires)
🏢 Halo Recruiting
📍 Buenos Aires