Executive Assistant

Job Overview
We are seeking a highly organized and proactive Executive Assistant to provide administrative support by managing client communications, coordinating schedules, tracking tasks, and ensuring timely collection of financial documents. The ideal candidate is detail-oriented, an excellent communicator, and capable of working independently while anticipating needs and maintaining strong client relationships. 

Schedule: Monday through Friday, 9:00 AM to 6:00 PM Central Time, an hour unpaid break

Responsibilities:

• Collect and organize monthly financial documents and statements from clients or their respective platforms
• Draft, send, and follow up on professional client correspondence via email
• Manage and maintain the owner's calendar, including scheduling and blocking off time
• Make outbound calls to clients to retrieve missing documents or follow up on unanswered communications
• Monitor task progress and proactively flag missed deadlines or outstanding items to the owner
• Serve as the primary administrative point of contact for client inquiries

Requirements:

• Proven experience as an executive assistant or in a similar administrative support role
• Strong critical thinking skills with the ability to work independently and make sound judgment calls
• Excellent written and verbal communication skills
• High level of attention to detail and organizational ability
• Ability to anticipate needs, identify potential issues, and take initiative without constant direction
• Professional phone manner with confidence in client-facing interactions

Scope:

• Support a 40-client bookkeeping and CFO services firm on a full-time basis
• Work Monday through Friday, 9:00 AM to 6:00 PM Central Time, an hour unpaid break
• Coordinate with the owner's AI-driven workflow to ensure all human touchpoints are covered
• Act as the owner's right hand, ensuring nothing falls through the cracks
• Help retain existing clients by ensuring timely and professional communication and document management

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations (for full-time roles only)

Note

• Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.