Executive Assistant

Job Description

Overview

We are looking for a proactive and detail-oriented executive assistant to support the president of BridgePoint Investments with administrative tasks and customer support. This role is ideal for someone who is self-motivated, organized, practical, and comfortable working independently in a fast-paced environment.

About BridgePoint Investments

BridgePoint is a dynamic and forward-thinking boutique finance and consulting firm providing back-office services, consulting, and finance services for SMEs (Small and Medium Enterprises). We are committed to fostering growth and development in our clients and their companies, positioning them as leaders within their sectors. Our consultants actively contribute to business development, the hiring process, internal initiatives, and training programs.

We work across a variety of industries and business functions and provide depth and breadth of experience across a set of core duties and responsibilities.

Key Responsibilities

Coordinate the collection of required documentation from clients and ensure all forms and files are complete and accurate.

Prepare and organize client files for internal review and financing submissions.

Maintain clear and consistent communication with leads and clients through email, phone, and video calls.

Monitor deadlines and follow up proactively to ensure timely document submission and client engagement.

Update the CRM daily, documenting client status, interactions, and progress to support accurate reporting and KPI tracking.

Assist with basic marketing tasks, including preparing simple visual content (graphics, short videos, posts) when needed.

Support the scheduling and publishing of content across social media platforms.

Track engagement and respond to messages, emails, calls or comments in a timely and professional manner.

Collaborate across teams to ensure smooth coordination and information flow.

Maintain organized digital files and documentation, ensuring easy access for the team.

Provide general administrative support, including scheduling, follow-ups, internal coordination, and other tasks assigned by Management.

Accompany the manager during all client on-site visits and meetings, ensuring that next steps, notes, and action items are accurately captured and completed.

Values & Work Style We Expect

Self-motivated, with the drive to take initiative and move tasks forward

Able to work independently without the need for constant supervision

Detail-oriented, ensuring accuracy and quality in every task

Proactive and resourceful, always looking for solutions rather than waiting for instructions

Responsible and reliable, consistently following through on commitments

Empathetic and persuasive communicator

Excellent communication and interpersonal skills

Strong professional character

Requirements

Bilingual - English is a must, fluent in speaking and writing

Posses it own laptop

1+ year of experience as an assistant or similar role

Full-time availability

Knowledge of digital tools (CRM, Canva, social media platforms, etc.)

Knowledge and basic understanding of principles of accounting,

Compensation

Monthly salary range: starting at $20/hr

Additional growth opportunities based on performanceCompany Description

BridgePoint Investment Inc. is a dynamic and forward-thinking boutique consulting firm dedicated to providing back-office services, consulting, and finance services to Small and Mid Size Businesses (SMEs). We are committed to fostering growth and development in our clients’ businesses and position them as leaders within their sector.

Full-time