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Multiply Advisors

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Executive Assistant to the CEO

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Company Overview:
- Multiply Advisors is committed to empowering small business owners in the US with financial clarity and confidence.
- The company delivers tailored financial solutions designed to drive business growth and informed decision-making by leveraging expertise in tax regulations, accounting, and advanced technology.

Big Picture Role Duties:
- Treat the CEO's calendar as your spine.
- Make sure every meeting is prepped, every piece is in place, and the CEO never walks into a meeting cold.
- Turn every meeting into clean action the same day, including posting recaps, creating tasks with an owner and due date, and confirming loops are closed.
- Monitor the CEO's inbox to allow for focus and surface items that need attention with a recommendation attached.
- Gather status and clarity from team members on the CEO's behalf through helpful questions.
- Keep schedules, documents, trackers, and workflows in perfect order.
- Handle ad-hoc requests as needed.

Role Characteristics:
- Motivated by Meraki: You see the opportunity in every obstacle and show up with energy and optimism.
- A Right Hand, Not an Order-Taker: You run close behind the CEO, catching everything before it hits the ground.
- Proactive: You move tasks forward without being told.
- Solve, Then Surface: You present problems to the CEO with next steps or recommendations already thought through.
- Relentlessly Consistent: You maintain a dependable rhythm every single day.
- Loop Closer: You ensure tasks are captured, assigned, completed, and confirmed back.
- Ownership Mindset: You hold outcomes and treat the perimeter as yours.
- Collaborative and Empathetic: You use supportive communication to move the team forward.
- When in Doubt, You Ask: You surface information rather than sitting on it.
- Adaptable to Change: You remain flexible as priorities shift while keeping standards high.

Key Responsibilities:
- Gain full visibility into the CEO's calendar and keep a rolling view of upcoming meetings three weeks out.
- Prepare agendas and gather client files and context ahead of each meeting.
- Schedule, reschedule, and protect the CEO's time while flagging conflicts.
- Pull meeting recaps and transcripts from Ping/Granola immediately after each meeting.
- Post recaps and transcripts in client Slack channels using standard formatting.
- Transform action items into tasks in ClickUp and confirm they are completed.
- Monitor Missive throughout the day and send Slack messages regarding urgent items.
- Draft replies and messages for the CEO's review and proofread outgoing communication.
- Respond promptly to clients and teammates.
- Track the CEO's weekly priorities and rocks.
- Check in with team members to identify blockers and status updates.
- Follow the 18-hour rule for following up on quiet items.
- Organize and maintain documentation on SharePoint and ClickUp.
- Write short SOPs after novel tasks.
- Join recurring leadership meetings as needed.

Skills and Competencies:
- Exceptional organizational skills and attention to detail.
- Ability to manage multiple priorities and meet deadlines.
- Strong problem-solving skills.
- Clear, professional written and verbal communication.
- Sound judgment regarding information flow.
- Ability to maintain confidentiality and integrity.

Location: Remote - Argentina, Bolivia, Brazil, Chile, Colombia, Ecuador, Guyana, Paraguay, Peru, Suriname, Uruguay, Venezuela

Skills required for this job:

  • Accounting
  • Administrative assistance
  • Calendar management
  • Calendly
  • ClickUp
  • Executive assistance
  • Google Workspace
  • Loom
  • Microsoft 365
  • SharePoint
  • Slack
  • US taxes

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