Account Executive Para Docplanner

Descripción del trabajo

About Us : Infinni Innovations S.A. was founded with a specific purpose in mind to address the underserved needs of the Creator Economy often overlooked by mainstream tech companies. Our journey began with the development of the Infinni CRM, a platform tailored for the 3+ million creators. However, this marked just the beginning of our journey. Today, we are one of the leading CRMs in the Creator Economy and we are diversifying our company portfolio into new verticals for the Creator Economy, including financial technology and banking solutions, AI-powered tools, and big-data products. We are a diverse team of builders, creatives, and finance professionals distributed across the globe. This is your chance to be part of a movement that will elevate an entire industry. The role is based in Tenerife in Canary Islands, Spain. The company is one of the few companies that has been accepted into the Canary Islands Special Economic Zone (ZEC Canarias) as a beacon of existing and future technology efforts.

About the Role : We are seeking an experienced, highly organized, and proactive Executive Assistant to support our Chief Financial Officer (CFO) who also serves as Director of our Parent and Portfolio Companies. This role will involve assisting with a variety of board and executive level administrative tasks, project coordination, and financial operations, while maintaining absolute confidentiality and discretion in all matters. The ideal candidate will be an experienced self-starter, able to manage competing priorities, and thrive in a dynamic work environment.

Key Responsibilities :

1. Executive Support : Manage and maintain the CFO’s calendar, scheduling meetings, appointments, lunches, dinner, political events, and travel arrangements. Act as the main point of contact for internal and external communications with the CFO, which will include Law Firms, Accounting Firms, Government Entities, Financial Institutions, Banks along with many internal touch points including the Office of the CEO, Human Resources, Recruiting, Customer Service. Coordinate logistics for travel, meetings, and events, ensuring all details are handled promptly and professionally along with specific daily agendas to be reviewed. Act with good judgment to determine priorities and access to the CFO’s schedule and priorities and create and maintain daily To Do Lists. The CFO is fluent in both English and Spanish and converses and writes in both languages as a function of the counterparty with whom he communicates and the Executive Assistant must be as well. The main language of corporate internal communication is English and external communication are both English and Spanish.
2. Human Resources & Employee Support : Assist with the onboarding process for new hires, including preparation of HR contracts and documentation. Support the relocation process for new or existing employees, coordinating housing, transportation, and other logistics as needed. Handle confidential employee information with the utmost discretion and professionalism. Detail oriented, no margin for error.
3. Financial & Administrative Support : Help prepare financial reports, presentations, and key documents for meetings, including gathering and organizing relevant data. Track and manage financial documents, including invoices, receipts, and expense reports, ensuring they are processed and filed appropriately. Assist with financial planning, forecasting, and budget preparation as needed. CRM Management. Offering assistance at Board Meetings and Executive Session, preparing minutes, acting as liaison between committee members and staff.
4. Project Coordination : Provide support for strategic initiatives and special projects, assisting with research, data collection, and document preparation. Help manage deadlines, track progress, and coordinate tasks across departments as required. Leading the scheduling and preparing of corporate events.
5. Communication & Liaison : Serve as the point of contact between the CFO and internal / external stakeholders, ensuring smooth communication and follow-up on key action items. Draft and proofread emails, memos, and other correspondence on behalf of the CFO.
6. Other Duties as Assigned : Handle ad-hoc requests, from organizing meetings with high-level executives to assisting with personal errands as needed. Ensure all tasks are completed in a timely, efficient manner, maintaining high standards of quality.

Qualifications :

1. Education : Bachelor’s degree in administration, psychology, business, finance, or a related field (preferred).
2. Experience : Minimum of 3 years’ experience as an executive assistant, preferably in a financial or corporate environment working with C-Level Executives.
3. Skills : Bilingual English and Spanish both spoken and written. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Google Workspace, and familiarity with financial software. Strong organizational skills with the ability to prioritize and manage multiple tasks in a fast-paced environment. Excellent written and verbal communication skills, with attention to detail. Ability to handle confidential information with discretion. Strong problem-solving and critical-thinking abilities. Ability to accompany and/or shadow the CFO when necessary and in particular preparing CFO with names, profiles and backgrounds of each person he is meeting or will possibly meet.
4. Attributes : Highly motivated, self-starter with a proactive attitude and the ability to anticipate the needs of the CFO. Exceptional time-management skills with the ability to balance competing priorities. A strong sense of professionalism, with a calm and composed demeanor under pressure. Team-oriented, adaptable, and comfortable working in a collaborative, high-energy environment.

What’s in it for you :

1. Competitive Salary : Attractive compensation package commensurate with experience and skills.
2. Remote Work : We offer flexible working hours and location options.
3. Professional Growth : Opportunities for career advancement and personal development in a fast-growing company.
4. Inclusive Culture : Be part of a diverse and collaborative team committed to innovation and excellence.
5. Collaborative and Supportive Team : Working with team members that understand the importance of the work you’ll be doing.