Client Overview

Our client is a growing financial services firm specializing in turning financial data into practical business decisions, with a strong focus on margins and cash flow optimization. They recently expanded by acquiring a product-based e-commerce business and now operate across both the financial consulting and e-commerce retail sectors. The founder is a chartered accountant who transitioned from corporate tech to build scalable, AI-enabled businesses with lean teams.

Job Description

You will serve as the operational backbone for a dual-business owner who needs a proactive, self-directed partner to manage the details so they can focus on strategic growth. This is not a traditional assistant role—you will act as a "business mom," bringing structure, follow-through, and momentum to high-potential projects that are currently stalled. You will research external partners, clean up systems, manage communications, and ensure nothing falls through the cracks. If you thrive on autonomy, love bringing order to chaos, and want to grow into a trusted right hand, this is your opportunity.

Schedule

• UK business hours with flexible overlap (2-3 hours daily overlap required)

Responsibilities

• Manage the founder's calendar and ensure timely follow-through on commitments and deadlines
• Research, vet, and coordinate with external service providers and partners
• Clean and organize email lists, CRM data, and internal filing systems
• Send templated outreach emails and book meetings into the calendar
• Update and organize product catalogs and internal documentation Input data into internal systems and maintain accuracy across platforms
• Proactively identify operational inefficiencies and suggest improvements
• Work across both the financial services firm and e-commerce business to support day-to-day operations

Must-Have Requirements

• Proven experience as an executive assistant, virtual assistant, or similar operational support role
• Strong organizational skills with exceptional attention to detail
• Proactive and self-directed—able to anticipate needs and take initiative without constant direction
• Excellent written and verbal communication skills
• Comfortable learning new tools quickly (training will be provided)
• Ability to work independently and manage multiple priorities across two businesses
• Reliable internet connection and professional home office setup

Nice-to-Have Requirements

• Bonus if you have experience with CRM platforms (training on Fork CRM will be provided)
• It helps if you are familiar with Shopify or e-commerce operations
• Bonus if you have worked in financial services, consulting, or fast-paced startup environments
• It helps if you have experience supporting founders or senior executives remotely

Why Join This Team

• Work directly with a growth-focused founder across two dynamic businesses
• High autonomy and opportunity to shape the role as you prove yourself
• Flexible working hours with asynchronous work options outside core overlap time
• Exposure to both financial consulting and e-commerce industries
• Opportunity to grow into a more strategic role as the businesses scale
• Remote work with a tech-forward, AI-enabled team

Independent Contractor Perks

• Permanent Work from Home
• Immediate Hiring

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.