Executive Assistant (Calendar, Client Communication & Finance Admin Support)
Job Description
We are seeking a highly organized and proactive Executive Assistant to support a growing fractional CFO and accounting services firm. The role will focus on calendar management, client communication, inbox management, and light finance-related admin tasks.
This position is ideal for someone with strong organizational skills, excellent communication abilities, and comfort working in fast-paced, entrepreneurial environments. While an accounting background is not required, familiarity with finance tools is a plus.
- Manage executive calendar, schedule client meetings, and coordinate availability
- Monitor and manage email inbox; draft and send professional client communications
- Follow up with clients regarding scheduling, deliverables, and updates
- Maintain SharePoint and organize Microsoft 365 files and records
- Support with light QuickBooks tasks (basic entries, client routines, admin support)
- Assist with back-office administration as needed
- Ensure tasks are completed accurately, on time, and with attention to detail
- 3–5+ years of professional Virtual Assistant / Executive Assistant experience
- Strong skills in Microsoft 365 (Outlook, SharePoint, OneNote basics)
- Excellent English communication skills (written and verbal)
- Highly organized, proactive, and able to manage competing priorities
- Experience handling client-facing communications in a professional setting
- Familiarity with QuickBooks is preferred (not mandatory but a strong plus)
- Ability to work aligned with US Eastern Time schedule
Average salary estimate
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