Job Overview

Our client is looking for a detail-oriented professional to support a two-partner advisory business. This role combines essential financial management—specifically setting up and maintaining QuickBooks—with executive-level administrative support. The ideal candidate will act as a foundational support pillar, ensuring both the financial books and executive calendars are meticulously managed as the business scales.

Schedule

• Monday - Friday, 9:00 AM - 1:00 PM PST (20 hours per week)

Responsibilities

• QuickBooks Management: Set up and maintain the QuickBooks accounting system from scratch.
• Financial Tracking: Process accounts receivable, manage client payment tracking, and handle business expenses.
• Payroll Support: Handle monthly payments to part-time local employees.
• Executive Correspondence: Monitor and respond to emails on behalf of executives with a high level of professionalism.
• Database Management: Organize and maintain client contact lists by geographic regions and organize conference networking contacts into potential client databases.
• Calendar Coordination: Schedule meetings and manage executive calendars.
• Lead Tracking: Maintain organized systems for lead tracking and client follow-up.

Requirements

• QuickBooks Expertise: 2-3 years of experience specifically with QuickBooks setup and maintenance.
• Software Proficiency: High level of proficiency in Excel and Google Sheets for data organization.
• Communication: Strong written communication skills for email management and professional correspondence.
• Client Experience: Proven experience working with US clients in similar business environments.
• Operational Skills: Ability to work independently, manage multiple priorities, and maintain a high level of attention to detail for financial record keeping.

Scope

• Support two-partner advisory business operations.
• Manage simple accounting for client payments and business expenses.
• Provide executive assistant support for scheduling and correspondence.
• Scale administrative support as the business grows.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

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.