Executive Assistant to CEO & President

We are seeking a highly capable, discreet, and proactive Executive Assistant to the CEO and President to serve as a trusted partner at the highest level of the organization. This role is ideal for a candidate with a paralegal or legal operations background who thrives in a fast-paced, executive environment and brings strong judgment, organizational rigor, and exceptional attention to detail.

In this role, you will manage complex executive and board-related workflows, coordinate high-stakes meetings and communications, support governance and investor interactions, and handle sensitive and confidential matters with professionalism and precision. You will act as a central hub across leadership, legal, and operational functions, ensuring seamless execution and informed decision-making.

Who are we? An Introduction

Bill
360, Inc. is a fast-growing financial technology company, developing cloud-native software that automates critical financial processes. At Bill
360, you'll be working in a collaborative environment alongside fintech experts who are passionate and innovative. We embrace challenge and foster creativity within a culture that helps you develop as a person and a professional. Our leadership team believes in an open-door policy and full transparency, hosting monthly town hall meetings. Bill
360 doesn't just offer you a job, we offer you a chance to learn, grow, and create a career you can be proud of.

Bill
360 is unable to support requirements for remote work in the following states:

Executive & Stakeholder Support

• Serve as the primary point of contact and liaison between the CEO, President, Board of Directors, investors, and internal/external stakeholders.
• Anticipate executive needs and proactively manage priorities, schedules, and deliverables.
• Exercise sound judgment and discretion in handling confidential and sensitive information.

Board, Investor & Governance Support

• Coordinate all aspects of Board of Directors and investor meetings, including:
• Scheduling and logistics
• Drafting agendas and meeting materials
• Compiling and distributing board decks and supporting documentation
• Recording and maintaining accurate meeting minutes and follow-up action items
• Assist with governance-related documentation, compliance tracking, and record retention.

Legal & Special Projects Support

• Support legal and executive initiatives by organizing, drafting, proofreading, and managing complex documents, contracts, presentations, and reports.
• Assist with special projects that require strong research, documentation, and cross‑functional coordination.
• Collect, prepare, and synthesize information for executive meetings with internal teams and external partners.

Calendar, Travel & Logistics Management

• Coordinate domestic and international travel, including commercial and private air travel for the CEO and Board members.
• Prepare and reconcile expense reports and travel documentation.

Communications & Office Operations

• Screen and manage phone calls, emails, and correspondence on behalf of executives.
• Organize meetings, conferences, and special events, ensuring agendas, materials, and logistics are well‑executed.
• Maintain systems and processes that improve efficiency, communication, and follow‑through within the executive office.

Additional Duties

• Perform other tasks and responsibilities as requested by the CEO and President to support organizational leadership and effectiveness.

Qualifications (Required Minimum Knowledge, Skills & Abilities)

• Proven experience supporting C‑level executives in an Executive Assistant, Senior Administrative, or comparable role.
• Exceptional organizational, time management, and prioritization skills.
• Strong written and verbal communication skills with a polished, professional presence.
• High degree of discretion and integrity when handling confidential information.
• Ability to work independently, anticipate needs, and adapt quickly in a dynamic, high‑pressure environment.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams) and modern video conferencing tools.

Preferred (Strongly)

• Background as a paralegal or legal assistant in a law firm or corporate legal department.
• Experience supporting Boards of Directors, investors, or executive leadership in regulated or high‑compliance environments.
• Familiarity with legal documentation, contracts, governance materials, and records management.
• Strong research, document drafting, and proofreading skills.

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