Executive Assistant (Legal/Finance)

About Winona:

Winona is one of the leading telemedicine companies providing HRT for women in menopause. We’ve built all of our technology in house including an EHR, patient care admin system, patient portal, website, marketing technology etc. Winona has two compounding pharmacies and a team of in house physicians providing world-class care via a fully vertically integrated business model.

About the role:

We are seeking a highly organized and motivated full-time remote Executive Assistant with corporate legal/financial expertise to provide exceptional administrative support to our executives. You will play a vital role in ensuring the smooth operation of our virtual office, anticipating needs, and managing the executive's calendar and workload effectively.

Seniority Level: Mid-level

Responsibilities:

Executive Support

• Manage the executive's calendar remotely, scheduling appointments, meetings, and travel arrangements.

• Utilize video conferencing tools to facilitate virtual meetings and presentations.

• Prepare meeting agendas, presentations, and other materials.

• Communicate effectively with clients, colleagues, and external parties via phone, email, and video calls.

• Manage and prioritize the executive's inbox, filtering and responding to emails as appropriate.

• Draft and proofread correspondence, reports, and other documents.

Legal Support

• Conduct legal research on assigned topics using online legal databases.

• Assist with the preparation and review of legal documents electronically, ensuring accuracy and adherence to legal standards.

• Handle state filings and regulatory submissions.

• Organize and maintain legal files electronically.

• Track deadlines keeping the executive informed.

Financial Support

• Interpret and prepare Profit and Loss (P&L) statements and balance sheets

• Assist with financial data entry and reporting analysis.

• Prepare expense reports and reconcile accounts.

• Provide support for budgeting and forecasting activities.

Administrative Support

• Utilize project management tools to maintain organization and task flow.

• Maintain digital filing systems and databases.

• Coordinate with other departments virtually to ensure smooth workflow.

Requirements:

We are in need of a full-time Executive Assistant who has:

• Minimum 2 years of experience as an Executive Assistant or Legal Assistant/Paralegal.

• Experience in business law and corporate law, including familiarity with legal documents, compliance requirements, and regulatory filings.

• Proficiency in financial analysis, with the ability to understand and prepare Profit and Loss (P&L) statements and balance sheets.

• Experience with state filings and other regulatory submissions.

• Advanced skills in Excel and Google Sheets, including the ability to create, manage, and analyze spreadsheets for various business and legal purposes.

• Excellent written and verbal communication skills.

• Strong attention to detail and a commitment to accuracy.

• Superior organizational skills with the ability to prioritize tasks, manage multiple deadlines, and thrive in a remote environment.

• Ability to work independently, manage time effectively, and take initiative.

• Strong internet connection, reliable computer equipment, and video conferencing capabilities are required.

What’s in it for you?

As a full-time member of our team, you’ll enjoy:

• Flexible hours, work wherever you choose.

• Unlimited PTO.

• Non-working holidays per country of residence.

• Referral bonuses.

• Financial support for online courses.

• Fun and casual work environment.

• Employee engagement activities and virtual gatherings.

• We are a diverse, global team! 🌍