Financial And Administrative Assistant

Job Title: Financial and Administrative Assistant Location: Remote (EST Timezone) Working Schedule: Monday Friday 9am to 5pm EST Job Description: We are a Financial Accounting services firm founded in 2023. We are hiring a Virtual Assistant Executive & Financial Operations to support the CEO and client service team in daytoday operations and ongoing client service across our customer base of startups. What Youll Do (Roles & Responsibilities): Client Service & Firm Operations (70%)

• Provide data entry bookkeeping and financial modeling support for clients
• Manage new customer contracts customer invoicing and ongoing cash collections
• Create standard operating procedure (SOP) documents for all recurring business andclientfacing tasks
• Generate new leads for outreach via online job boards funding announcements andideal customer profile research
• Manage Customer Relationship Management (CRM) hub ensuring CRM is updated withthe latest data on customer communications pipeline stage and contact detail

• Schedule and coordinate travel arrangements including booking flights hotels ground transportation and reservations
• Manage inboxes calendars and communications across Email Twitter and LinkedIn
• Coordinate rent collections utility payments and contractors for real estate properties
• Manage personal expenses bank balances ongoing bill & credit card payments andinvestment purchase orders across various accounts

• 3 years experience in administrative and/or clientfacing roles at USbased companies
• Proficiency and ability to collaborate across Google Sheets Google Docs Slack Zoom
• Ability to switch between individual and collaborative projects quickly and accurately
• An ownership mentality high coachability bias to action and unwavering integrity