FreedUp
We are seeking a highly organized, systems-oriented Executive Operations Assistant (EOA) to support a Founder operating across investing, advisory, and strategic growth initiatives. This role is ideal for someone who thrives behind the scenes, enjoys building structure, and takes ownership of operational execution in a fast-paced, high-accountability environment.
Rather than serving as a traditional calendar-only assistant, this role is designed for a proactive operator who can manage workflows, improve processes, and ensure critical business functions run smoothly and efficiently.
This role follows a focused delegation model: in the first month, you will take ownership of 3–5 core operational processes, with responsibilities expanding as trust, autonomy, and performance are demonstrated.
You will work closely with the Founder and leadership team through structured onboarding, documented SOPs, recorded process walkthroughs, and weekly performance check-ins.
3+ years of experience as an Executive Operations Assistant, Operations Manager, or high-level Executive Assistant with operational responsibilities
Strong experience managing workflows, SOP documentation, and process optimization
Proven ability to own and execute recurring operational tasks with minimal oversight
High attention to detail and strong follow-through
Comfortable handling sensitive information in security-conscious environments
Strong written and verbal communication skills
Ability to prioritize competing tasks and manage deadlines independently
Highly organized, structured thinker with systems mindset
Proactive problem-solver who anticipates bottlenecks before they arise
Strong emotional intelligence and professional judgment
Technical Requirements: Reliable high-speed internet, modern laptop with multi-core processor, noise-canceling headset
Executive & Email Support
Triage and summarize high-priority emails while the Founder retains oversight
Organize inboxes using a four-folder system (Action Needed, Follow-Up, If Interested, Read Later)
Highlight time-sensitive items, scheduling requests, and critical decisions
Draft emails using a “transfer delegation” model (draft → review → send), progressively increasing autonomy
Maintain discretion and judgment in a privacy-conscious environment
Calendar & Meeting Management
Own meeting scheduling logistics, confirmations, and coordination
Manage meeting windows, buffer times, and protected focus blocks
Anticipate scheduling needs using an “ideal week” framework
Handle logistics such as locations, parking details, and time-zone coordination
Bookkeepind & Financial Admin
Support the Founder and investment team with behind-the-scenes operational execution across private equity and/or hedge fund activities
Coordinate and maintain internal reporting workflows, including portfolio tracking, capital deployment summaries, and performance monitoring
Assist with fund-level financial processes, including expense tracking, reconciliation support, and documentation management
Maintain organized records for investment transactions, deal documentation, and due diligence materials
Support preparation of internal investment memoranda, financial summaries, and board-level reporting materials
Assist with cash management coordination and capital call tracking (as applicable)
Work closely with accounting partners or fund administrators to ensure timely and accurate financial reporting
Track compliance-related documentation and maintain structured audit trails
Manage confidential financial data with strict discretion and security protocols
Identify process gaps within investment operations and implement structured improvements
Support workflow coordination between legal, accounting, and investment stakeholders
Maintain internal dashboards for portfolio performance, KPI monitoring, and reporting cadence
Follow documented workflows, including client-specific security requirements
Maintain accuracy and consistency to reduce financial admin backlog
Experience supporting founders, investors, or operators in high-growth environments
Exposure to finance, investing, private equity, or consulting industries
Familiarity with tools such as Asana, ClickUp, Notion, Slack, Google Workspace, CRM systems
Experience coordinating remote teams
Background in business operations, finance, or project management
International experience
Opportunity to work remotely from anywhere
Supportive and collaborative team environment
Learning and development opportunities
Potential Performance Bonuses
PTO
HMO after 3 months
