Executive Assistant (Bookkeeping and Administrative Operations)
Skills
- Fluent English with excellent written and verbal communication
- Strong organizational and multitasking skills with close attention to detail
- Experience with CRM systems and Microsoft Outlook
- Comfort managing social media posting and engagement
- Ability to implement and maintain project/task management tools (Asana)
Responsibilities
- Input and maintain client information in the CRM system
- Manage email communication, draft follow-ups, and schedule discovery calls
- Draft scopes of work and other client documentation
- Implement and manage project management software (e.g., Asana), import templates, and organize tasks
- Answer inbound calls and respond to CRM-integrated text messages
- Triage client inquiries related to tax preparation and transfer leads to appropriate team members
- Post daily social media content using provided templates and respond to messages/comments
- Complete online training for project management tools and create streamlined internal workflows
Education
- High school diploma or equivalent required
- Degree in Accounting or related field is a bonus
Benefits
- $900 - $1,100 per month (depending on experience) with performance bonuses
- $500 bonus at 90 days and up to $2,250 annual performance bonus
- 13th month pay
- 16 days PTO
- Comprehensive HMO policy (including dependents)
- Annual continuing education budget
- Remote, people-first work culture with ongoing agency support and development
Average salary estimate
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