Executive Assistant

Summary

Join a growing financial and operational consulting firm as an Executive Assistant, providing administrative and operational support to multiple clients remotely. This role demands strong organizational skills, analytical abilities, and a proactive approach to task management. Responsibilities include handling payroll processing, managing virtual mailboxes, scheduling appointments, and coordinating with CPAs. Success hinges on efficient task management, process improvement, and clear communication. The ideal candidate possesses 2+ years of relevant experience, strong analytical skills, and exceptional attention to detail. Experience with Notion is a plus.

Requirements

• 2+ years of experience in administrative, operations, or executive support roles
• Strong analytical skills, with the ability to work with financial data and reports, ensuring accuracy and compliance
• Exceptional organization and attention to detail, with the ability to track multiple deadlines
• Problem-solving mindset, with the ability to anticipate needs, resolve blockers, and ensure smooth workflows
• Excellent written and verbal English proficiency for professional communication
• Tech Proficiency: Google Suite (Google Sheets, Docs, etc.)

Responsibilities

• Ensure timely completion of key deliverables such as payroll processing and filings with strict deadlines
• Monitor emails for high-priority messages and ensure timely follow-ups
• Manage and prioritize task lists across multiple clients
• Organize and maintain digital files and documents for efficient retrieval
• Oversee virtual mailbox management, including filing documents appropriately, identifying critical items requiring follow-ups, and calling state agencies to resolve blockers or gather information regarding mailings
• Schedule and manage personal appointments and administrative tasks such as orders and returns
• Coordinate with CPAs on tax filings and related documentation

Preferred Qualifications

Experience with Notion is highly advantageous but not required

Benefits

Fully-Remote (Work from Home), 8 AM - 4 PM PT