Executive Assistant w/ Bookkeeping exp

Position: Executive Assistant with Bookkeeping Experience
Number of hours: 40 hours/week
Schedule: EST

Tasks required:

• Maintain and coordinate executive calendars, ensuring effective time management and scheduling of meetings, appointments, and travel arrangements

• Manage emails, input orders, and updating tracker/sheet

• Handled customer service support when needed

• Serve as the primary point of contact between executives and internal/external stakeholders, including screening and prioritizing emails and phone calls

• Plan, book, and organize complex domestic and international travel itineraries, including flights, accommodations, and ground transportation

• Prepare and edit reports, presentations, and documents, while maintaining an organized filing system for easy retrieval

• Assist in preparing meeting agendas, taking meeting minutes, and ensuring timely distribution of materials to participants

• Manage expense reports, receipts, and reimbursements for executives, maintaining accurate records and tracking expenditures

• Provide project support by conducting research, gathering data, and assisting with project coordination and follow-ups

• Handle sensitive and confidential information with the utmost discretion and professionalism

• Proactively identify and resolve administrative issues, demonstrating a solution-oriented approach

• Collaborate effectively with other team members and departments to ensure seamless workflow and the achievement of organizational goals

• Other ad hoc tasks that would be assigned

Requirements:

• Must have 3 years' work experience as a Virtual Executive Assistant for C-level executives or a relevant role

• Bachelor’s degree or equivalent experience is preferred

• Background in accounting is preferred

• Familiarity with current technologies, like desktop sharing, cloud services and VoIP (GSuite, Zoom, Slack, Asana, Notion, etc.)

• Strong proficiency in office software and communication tools

• Has knowledge with using accounting software (specifically Quickbooks & Excel)

• Knowledge of online calendars and scheduling (Calendly, Google Calendar)

• Excellent verbal and written English communication skills

• Discretion and the ability to handle confidential information

• Excellent phone, email and instant messaging communication skills

• Highly organized and detail-oriented; able to efficiently prioritize multiple tasks

• Adaptability and a proactive mindset

• Professional demeanor and strong interpersonal skills

• Ability to work independently and in a team-oriented environment