Administrative Assistant for Accounting & Financial Advisory Firm
About the Role
I am seeking a proactive and detail-oriented assistant to support my accounting and financial advising business. This role will be a key part of keeping day-to-day operations organized and running smoothly.
Responsibilities
Respond to client emails and phone inquiries in a professional, timely manner
Organize and manage email inboxes, calendars, and schedules
Coordinate and set appointments with clients
Assist with basic office tasks and administrative support
Prepare bookkeeping records and organize financial documents
Develop and refine procedures for recurring tasks to improve efficiency
What I’m Looking For
Someone reliable, organized, and detail-driven
Strong communication skills, both written and verbal
Ability to take initiative and work independently
Comfort with email management, scheduling tools, and basic bookkeeping software
A problem-solver who can create structure and suggest improvements to processes
Why This Role?
You’ll work directly with the business owner and gain hands-on experience in the accounting and financial services industry. This is an opportunity to take ownership of important tasks and help shape how the back-office runs.
Details
Part-time. Schedule is flexible
Hybrid option available(in-office during training period)
Competitive pay based on experience
