Executive/Personal Assistant - 45022292869

Position : Executive/Personal Assistant (EA/PA)

Work Hours (Client) : Full time 8 hours/day must be amenable to working EST business work hours | with some flexibility of at least 4 hours overlap in morning EST

Pay Range : $1000 - $1500 USD/month (varies based on skill set and experience level)

Location of Search : Philippines

Work Location : REMOTE

Type of Contract : Independent Contractor

Company/Client Overview

Work Directly with a Proven Tech Entrepreneur on His “Second Act”

About The Client

The client is a founder, technologist, and proven business builder who has spent the past two decades creating category-defining software for the world’s most demanding industries.

He’s the Founder and Chief Innovation Officer of Fulcrum Collaborations, creator of MCIM — a cloud platform now used globally by leading data-center operators to manage reliability, maintenance, and compliance for mission-critical infrastructure.

After scaling MCIM from a concept to a multi-million-dollar SaaS success story and leading it through a majority private-equity acquisition in 2022, the client launched MCIM Labs, a dedicated R&D arm focused on next-generation AI products like Intelligent Bulletins and Site Chief AI.

He’s known for combining deep technical vision, entrepreneurial rigor, and design thinking to create products that give organizations superhuman visibility into their operations.

Further information about the client can be found at the end of this document.

Duties And Responsibilities

We are seeking a highly organized, tech-savvy, proactive and trustworthy Executive/Personal Assistant to provide both professional and personal support to a founder and executive operating across multiple companies, real-estate holdings, and a small private family office. This role requires exceptional attention to detail, sound judgment, and the ability to anticipate needs, manage competing priorities, and execute efficiently in a remote environment. This role is ideal for someone who is eager to grow beyond traditional EA responsibilities and develop into a long-term strategic partner within the business.

Responsibilities

Executive & Calendar Management

• Manage complex calendars and scheduling across multiple time zones, ensuring alignment with strategic priorities.
• Plan and coordinate detailed itineraries; book travel (flights, hotels, cars, reservations) and prepare contingency plans for delays or last-minute changes. Prepare meeting briefs and daily/weekly agendas summarizing key priorities, participants, and decision points.
• Track action items and proactively remind the executive of deadlines and follow-ups.
  
  

Communication & Information Management

• Triage executive inboxes, filter and prioritize communications, and draft or respond to select messages consistent with the executive’s voice and tone.
• Maintain structured documentation, shared folders, and contact directories for quick retrieval and continuity across projects.
• Liaise with internal teams, investors, and external partners to ensure smooth information flow and timely execution.
  
  

Administrative, Financial, and Family Office Support

• Perform light bookkeeping and administrative tasks across real estate assets, investments, and family-office accounts (via Monarch.com and related systems).
• Manage expenses, reimbursements, and invoices; maintain transaction records and assist in financial reconciliations.
• Track renewals, licenses, insurance, and entity compliance dates across multiple LLCs and holdings.
• Coordinate with accountants, attorneys, and advisors to assemble and organize materials for filings or meetings.
  
  

Vendor, Project, and Property Coordination

• Interact with contractors and vendors; solicit bids, compare proposals, and oversee service quality.
• Handle personal errands such as gifting, reservations, vendor scheduling, and payments.
• Support light project management for ongoing initiatives (property upgrades, family projects, and business pilots), ensuring milestones are tracked and deliverables met.
  
  

Research & Systems Support

• Conduct comparative research (vendors, products, travel, investments, or market data) and present concise summaries with recommendations.
• Manage digital tools and workspaces (Google Workspace, Monarch, ChatGPT, etc.); develop and maintain templates for repeatable workflows.
• Suggest process improvements to streamline operations and enhance executive productivity.
  
  

Confidentiality & Discretion

• Handle all personal, financial, and business matters with strict confidentiality.
• Exercise sound judgment and professional maturity in all communications and decisions.
  
  

Growth Path

This role is designed with long-term potential. While starting as an Executive/Personal Assistant, the right candidate will have the opportunity to grow into a higher-level strategic role as trust is built, responsibilities expand and the executive expands his business interests and potentially launches his next company.

We’re Looking For Someone Who Is

• Hungry to learn and grow.
• Competent, reliable, and able to take ownership of tasks with minimal oversight.
• Flexible and adaptable, with the ability to pivot as needs change.
• Excited about contributing not just as an assistant, but as a future strategic partner.
  
  

Minimum Requirements

Language requirement: Excellent English Communication Skills

Education: Bachelor's Degree (ideally)

Experience: 3+ years of related experience

Qualifications & Ideal Candidate

• 3-5 years of professional experience as an EA, PA, or project manager.
• Strong organizational, scheduling, and time management skills.
• Comfortable talking to executives/clients/stakeholders over the phone/video call
• Experience in bookkeeping, expense tracking, and vendor management (Monarch.com experience is a plus).
• Proactive communicator with excellent written and verbal communication skills.
• Discreet, trustworthy, and capable of handling sensitive personal and financial information.
• Demonstrated ability to manage multiple priorities with attention to detail.
• Growth mindset: eager to learn, adaptable, and open to taking on broader responsibilities over time.
• Collaborative attitude: not rigid or resistant to change, but enthusiastic about evolving with the role as the company grows.
• Proven ability to handle highly sensitive information with discretion, confidentiality, and integrity.
  
  

⭐ Why This Opportunity Is Rare

If you’re someone who thrives under pressure, values excellence, and wants to learn directly from a proven entrepreneur entering his next major chapter — this is your opportunity to hitch your wagon to a star in motion.

You won’t just be supporting an executive.

You’ll be helping build what comes next.