Project Supervisor & Executive Assistant

This is a remote position.

Are you a detail-oriented professional who thrives in a structured, fast-paced environment — but still enjoys collaborating with people from all walks of life? We are a financial services company with a national reputation, but operates from a small footprint. With operations in several states, we’re looking for a Project Supervisor & Executive Assistant to join our team and help drive progress across multiple ongoing business projects.

This role blends organization, communication, and initiative — perfect for someone who takes pride in keeping things running smoothly while anticipating what comes next.

What You’ll Do

• Coordinate with customers and due diligence teams to manage transaction and document workflows.
  
• Oversee communication and documentation with third-party servicing organizations.
  
• Track and record progress across projects in a company project management system.
  
• Evaluate and suggest improvements to current processes.
  
• Train new company team members and external service providers.
  
• Participate in client and team meetings — occasionally scheduled outside normal hours for national and international coordination.
  

Occasional travel may be required for company meetings.

Requirements

Who You Are

• A college graduate with 5–7 years of professional experience (preferably in financial or business services).
  
• Proficient in Microsoft Office (Word, Excel, Outlook) and comfortable learning new systems.
  
• Familiar with CRMs (Zoho experience a plus) and secure data room platforms like SecureDocs, Deal Rooms or ShareFile.
  
• A self-starter who can work independently and remotely, with excellent attention to detail.
  
• Looking to grow professionally and have the potential for promotion to higher responsibilities and positions
  
• Professional, personable, and able to communicate with diverse groups.
  
• A U.S. citizen or legal permanent resident .
  
• High-Speed internet connection in your remote location
  
• Able to work occasionally early or late hours to support global clients.
  

Benefits

Work Environment & Benefits

• Full-time, salaried position (Monday–Friday, 9AM–5PM; occasional virtual meetings outside those hours).
  
• Bonus ; participation in the company bonus pool based upon corporate level achievement. Bonuses paid through the year can be a substantial addition to base comp.
  
• Remote-first , with proximity to Pasco County, FL highly preferred.
  
• 2 weeks of vacation plus 10 paid PTO days (including sick days).
  
• 401(k) and profit-sharing participation after 1 year.
  
• Please note: No health insurance is provided.