Executive & Personal Assistant - C-Suite Support (EA to CDAO)

Posted 2 Days Ago
Be an Early Applicant
6 Locations
In-Office or Remote
Senior level
Financial Services
The Role
The role involves providing executive and operational support to the CDAO, managing calendars, coordinating travel, preparing reports, and ensuring communication among stakeholders.
Summary Generated by Built In

About World Business Lenders (www.wbl.com)

World Business Lenders (WBL) provides general purpose short-term real estate collateralized commercial loans to a broad customer base comprised of small and medium sized businesses throughout the United States that lack access to traditional funding. WBL services its loan portfolio and loan portfolios for third parties, specializing in the management of non-performing loan pools and REO.

  • WBL is a U.S.-based company that proudly embraces a fully remote workforce.
  • This opportunity is a Contract/Consultancy position with the flexibility of remote work.
  • Your typical working hours will be from 9:00 AM to 6:00 PM Eastern Time, Monday through Friday, though additional hours may be required depending on operational needs.
  • Exceptional proficiency in both spoken and written English is essential for this role.
  • Please ensure that resumes are submitted in English.

Overview:

In this role, you will provide comprehensive executive and operational support to the Chief Data & Analytics Officer (CDAO). In addition to traditional executive assistant responsibilities, you will support reporting workflows, coordinate cross-functional initiatives, and assist in preparing materials for senior leadership. 

Your responsibilities will include managing calendars, overseeing logistics, handling financial and administrative tasks, and supporting reporting and operational processes. Strong communication skills, attention to detail, and sound judgment are essential as you work closely with both internal and external stakeholders to ensure smooth execution of priorities. 

Responsibilities:

    • Manage and maintain the CDAO’s calendar, including scheduling across multiple time zones 
    • Screen and prioritize emails, messages, and inbound requests 
    • Coordinate domestic and international travel, including detailed itineraries and logistics 
    • Prepare presentations and briefing materials (including working with dashboards and reports as needed) 
    • Support preparation and distribution of recurring reports and performance summaries 
    • Review reports and dashboards for completeness, consistency, and accuracy prior to distribution 
    • Help track and organize incoming analytics and reporting requests from stakeholders 
    • Ensure requests are clearly documented and aligned with business priorities 
    • Track and manage team initiatives, reporting timelines, and cross-functional deliverables via Monday.com 
    • Act as a liaison between teams and stakeholders to ensure alignment on priorities, timelines, and deliverables 
    • Summarize reports and key business updates into clear, concise briefings 
    • Prepare business cases and updates for leadership reviews and board-level materials 
    • Identify operational or reporting bottlenecks and escalate issues with recommended mitigation steps 
    • Assist in tracking documentation and compliance-related deliverables for the team 
    • Assist in coordinating with vendors, platform providers, and external partners 
    • Take notes during key meetings and ensure timely follow-ups on action items 
    • Handle expense reporting, invoice processing, and other financial matters 
    • Facilitate clear communication of directives, timelines, and expectations across stakeholders 
    • Assist with personal tasks as needed, maintaining a high level of trust and discretion 

Requirements
    • 5+ years of experience as an Executive Assistant, preferably supporting C-level executives (experience supporting data, technology, or analytics leaders is a plus)
    • Bachelor’s degree in Business Administration, Accounting, or a related field (or equivalent experience)
    • Exceptional English communication skills, both written and verbal
    • Proven experience managing complex calendars and logistics across time zones
    • Strong organizational skills with the ability to multitask and prioritize in a fast-paced environment
    • Demonstrated ability to handle confidential information with discretion
    • Strong proficiency in Microsoft Suite (Word, Excel, PowerPoint), Zoom, and Teams
    • Strong Excel or Google Sheets skills required
    • Comfortable working with reports, metrics, and structured data
    • Experience supporting reporting or operational workflows is a plus
    • Ability to summarize information clearly and effectively for senior stakeholders
    • Comfortable working independently in a fully remote environment
    • Must be sharp, polished, professional, and resourceful
    • Impeccable diligence and attention to detail is required
    • Must be flexible, adaptable, and responsive to frequent changes in priorities
    • Strong problem-solving skills, including planning, coordination, and troubleshooting
    • Financial and operational literacy, including experience with budgets and expenses
    • Proactive mindset with a strong work ethic and high energy level
    • Ability to manage multiple projects and meet deadlines consistently
    • Evening/weekend “on call” availability required

Benefits
  • Competitive USD Salary
  • Enjoy Paid Time Off (PTO) after just 6 months of service
  • This is a full-time opportunity
  • Enjoy the freedom of a completely remote work environment!

Top Skills

Excel
Google Sheets
Microsoft Suite
Teams
Zoom
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The Company
HQ: Elmsford, NY
252 Employees
Year Founded: 2011

What We Do

At World Business Lenders (WBL) Our motto, 'We Lend. You Grow'​ is simple, yet powerful. We make working capital available to eligible businesses for expansion and growth. WBL was founded by a seasoned team of entrepreneurs with strong track records of launching, financing and growing successful small businesses. We understand what businesses need in terms of working capital, and are well-aware of how little is actually available for small businesses in the current marketplace. WBL understands how additional working capital can help you navigate your business to maximum success. Our unique approach to lending makes your business the focal point for loan decisions. Instead of concentrating on personal assets and a business owner's credit score, we believe the history and financial performance of your business should outweigh all other factors in our decision making process. WBL bases each loan decision on your business’s ability to make affordable daily payments to satisfy the loan. While there are many challenges small business owners face, WBL believes access to working capital shouldn't be one of them. WBL's sole focus is making loans to small businesses. This is all we do! We Lend. You Grow.

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