Bookkeeper & Executive Assistant

Job Description

We are looking for a highly organized and detail-oriented Bookkeeper & Executive Assistant to join our team in Windermere, Florida. This role combines financial expertise with administrative support, making it ideal for someone who thrives in a dynamic environment. If you excel in managing financial records and providing executive-level assistance, we want to hear from you.

Maintain personal and business financial records using QuickBooks

Track expenses and generate monthly financial reports

Pay bills, manage reimbursements, and organize receipts

Liaise with external accountants, lawyers, and financial institutions

Assist with tax document preparation

Manage calendars, appointments, and travel logistics

Handle confidential emails, organize inboxes, and prioritize responses

Coordinate home maintenance, repairs, and vendor services

Research and purchase personal or household items as needed

Plan events, family gatherings, or special occasions

Assist with personal errands (e.g., banking, shopping, vehicle maintenance)

Manage insurance paperwork, renewals, and related deadlines

Organize and maintain household files, records, and manuals

Interface with private service providers (doctors, realtors, attorneys, consultants)

• Proven experience in bookkeeping, including accounts payable, accounts receivable, and payroll management.

• Proficiency in QuickBooks and Microsoft Excel for financial management and reporting.

• Strong understanding of bank reconciliations and month-end close processes.

• Exceptional organizational skills with a keen eye for detail.

• Comfortable also handling general administrative functions for a family office

Full-time