Executive Assistant and Leads Coordinator
Indexed description
This is a remote position.
Supporting executive-level operations across international commercial markets, this hybrid part-time position anchors both strategic business and executive support functions. Working approximately 40 hours per month aligned to UK business hours, the role provides operational continuity across time zones, managing client enquiries and administrative requirements for a global corporate network.
The outcome expected is the structured conversion of incoming business leads alongside the proactive execution of executive administrative tasks. Operating as a direct extension of leadership, the successful candidate will handle high-volume digital communications, coordinate multi-jurisdictional onboarding documentation, and manage personal lifestyle logistics for a private family office. This environment demands a self-directed professional who maintains strict confidentiality, handles shifting priorities with composure, and acts as a light gatekeeper to protect executive time.
Key ResponsibilitiesBusiness Development Coordination: Manage daily incoming leads, engaging potential clients via email and phone to clarify financial processing services and distribute onboarding documentation.
CRM & Pipeline Administration: Capture, update, and track all prospective client interactions and deal stages accurately within customer relationship management systems.
Executive & Personal Assistance: Deliver high-level administrative support to the executive team, handling diary management, travel logistics, flight bookings, and holiday arrangements for a family office.
Document & Contract Facilitation: Coordinate the distribution, tracking, and execution of formal agreements and digital contracts with international partners.
Operational Gatekeeping: Filter incoming inquiries, manage communication channels, capture meeting action items, and follow up proactively on outstanding deliverables.
Communication Management: Handle telephony and messaging correspondence across business platforms to maintain responsive stakeholder interactions.
Business Development Coordination: Manage daily incoming leads, engaging potential clients via email and phone to clarify financial processing services and distribute onboarding documentation.
CRM & Pipeline Administration: Capture, update, and track all prospective client interactions and deal stages accurately within customer relationship management systems.
Executive & Personal Assistance: Deliver high-level administrative support to the executive team, handling diary management, travel logistics, flight bookings, and holiday arrangements for a family office.
Document & Contract Facilitation: Coordinate the distribution, tracking, and execution of formal agreements and digital contracts with international partners.
Operational Gatekeeping: Filter incoming inquiries, manage communication channels, capture meeting action items, and follow up proactively on outstanding deliverables.
Communication Management: Handle telephony and messaging correspondence across business platforms to maintain responsive stakeholder interactions.
Requirements
Executive Support & BD Track Record: Proven experience combining executive assistance with business development support or lead coordination in a professional setting.
Linguistic Mastery: Flawless written and spoken English communication skills suitable for high-level international stakeholder interaction.
UK Hours Alignment: Capability to maintain consistent operational availability during UK business hours.
Proactive Execution: Self-directed approach with a demonstrated ability to take initiative, prioritize urgent tasks, and manage executive priorities independently.
Desirable RequirementsMultilingual capabilities in additional European languages would be an advantage but not essential.
Prior experience supporting family office operations, financial services, or multi-jurisdictional corporate networks would be an advantage.
Required Software SkillsSalesforce
RingCentral
Adobe Sign
Benefits
Outcome-focused environment prioritizing autonomy, active participation, and proactive ownership over micromanagement.Originally posted on Himalayas
Create a free Caio profile to unlock more results and save your role and location preferences.
Unlock free search