Job Title: Executive Assistant Location: Remote (LATAM Region Preferred) Compensation: $800-$1200/monthly Overview: We are seeking a proactive and highly organized Executive Assistant (EA) with experience in finance or working within an accounting agency.
This role involves providing top-level administrative support to the CEO of a dynamic company, managing day-to-day tasks such as email coordination, scheduling, and project management while supporting finance-related activities.
The ideal candidate is detail-oriented, excels in multitasking, and has a strong understanding of financial workflows.
Key Responsibilities: Daily & Weekly Operations: Email Management: Maintain Inbox Zero for multiple email accounts, ensuring prompt and professional responses.
Calendar Management: Plan and schedule weekly meetings, ensuring agendas and objectives are prepared in advance.
Finance Coordination: Track financial-related deliverables, such as invoicing, expense reports, and client payments, ensuring accuracy and timeliness.
Document Preparation: Draft, edit, and manage financial reports, contracts, and presentations for leadership review.
Client Management: Oversee client communications related to financial matters, ensuring deliverables and deadlines are met.
Project Coordination: Assist in the execution of finance-related projects, including preparing materials, tracking deadlines, and ensuring deliverables are completed.
Conduct research on financial trends or data as needed, ensuring relevance and accuracy.
Travel & Logistics: Manage travel plans, including booking flights, accommodations, and transportation for both business and personal needs.
Scheduling: Organize personal appointments such as healthcare or financial consultations.
Administrative Support: Submit receipts, prepare and track expense reports, and maintain organized financial records.
Provide support for meetings, including creating agendas, attending to take notes, and managing follow-up tasks.
Assist with board-related financial presentations or documents.
Communication: Act as the liaison between the CEO and internal/external stakeholders on financial and administrative matters.
Monitor and respond to inquiries related to LinkedIn, email, and other communication channels on behalf of the CEO.
Process Improvement: Identify opportunities to streamline financial and administrative workflows, increasing efficiency.
Implement tools or systems to optimize recurring tasks, such as expense tracking or client invoicing.
Monthly & Ad-Hoc Responsibilities: Prepare and review monthly financial summaries and updates to share with leadership or stakeholders.
Manage ad-hoc administrative and finance-related tasks or special projects as assigned.
Qualifications: Required: Bachelors degree in Business Administration, Finance, Accounting, or a related field.
1-3 years of experience as an Executive Assistant, ideally within finance or accounting.
Proficiency in accounting software (e.g., QuickBooks, Xero) and project management tools (e.g., Asana, Trello).
Strong organizational skills with exceptional attention to detail.
Fluency in English is a must.
Ability to handle sensitive financial information with discretion.
Strong time management skills and ability to work effectively in a remote environment.
Preferred: Experience working with executives in accounting firms or finance-focused companies.
Familiarity with tools like Google Workspace, Slack, and Zoom.
Knowledge of financial reporting or compliance regulations.
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