Executive Assistant / Bookkeeper

Job Description

POSITION SUMMARY:

The Executive Assistant (EA) provides administrative support to the Founder. The EA must exercise good judgement in a variety of situations, with strong written and verbal communication skills, general administrative abilities, attention to detail, organizational skills, and the ability to balance multiple priorities. The successful candidate must have strong bookkeeping skills and be proficient in Quickbooks Online. He/She will have the ability to work independently on projects, from conception to completion, and must be able to work under pressure at times to handle a wide variety of activities and confidential matters with discretion.

DUTIES & RESPONSIBILITIES:

Coordinate the Founder’s schedule, appointments, reservations, and travel arrangements.

Accurately execute light bookkeeping responsibilities using Quickbooks online.

Attend key meetings with the task of documenting items discussed, action items, and key follow up needed.

Responsible for efficiently managing and reconciling expense reports ensuring compliance with company policies.

Write and edit emails, draft memos, and prepare communication on the Founder’s behalf.

Prioritizes conflicting needs; handles issues expeditiously, proactively, and follows-through on projects to successful completion.

Exercise considerable discretion and independent judgement in protecting confidential information.

Act with little supervision, anticipating needs while managing the day-to-day workflow and prioritizing various projects, which include scheduling, contact management, preparing materials for meetings, and participating in a wide range of special projects.

Other duties as assigned.

EDUCATION, KNOWLEDGE, AND SKILLS:

Bachelor’s degree with equivalent experience is required.

3+ years of experience in an executive or administrative assistant role.

Extremely detailed oriented with a high level of professionalism.

Strong general knowledge of accounting principles and software

Proficient in Microsoft Office, especially Excel

Minimum of 3 years of bookkeeping experience.

Detail-oriented with a high degree of accuracy.

Excellent organizational and time management skills.

Engaging communicator that enjoys collaborating and working in a team environment.

Keen problem solver that with a high level of intellectual curiosity and ability to learn quickly.

Proven ability to effectively prioritize workflow.

Excellent interpersonal, written, and oral communication skills.

Ability to exercise good judgement, show initiative and be proactive.

High standards of ethics and confidentiality to handle sensitive information.Company Description

We are family business experts. Our team has extensive operational experience and is multi-talented and trained to meet the needs of your business. Each member brings unique perspective and practical experience to the table, ensuring you get qualified answers to your questions and effective solutions to your problems.