Financial Administrative Assistant

This is a remote position.

Our client is seeking a proactive and detail-oriented  Financial Administrative Assistant to support their team with both operational and administrative tasks during a major CRM transition and internal systems enhancement.

The ideal candidate is organized, tech-savvy, and eager to take ownership of key processes in a growing business environment. The role will initially focus on updating SOPs and bookkeeping and will later evolve into managing and optimizing internal marketing and operations reporting.

• Review, update, and organize Standard Operating Procedures (SOPs) during the CRM transition

• Handle bookkeeping tasks including expense tracking, invoice management, and maintaining accurate financial records

• Support reporting, data analysis, and process optimization once the CRM and SOP updates are complete

• Maintain clear and accurate documentation of workflows and procedural changes

• Collaborate with management to identify and implement process improvements for greater efficiency

• Strong attention to detail and excellent organizational skills

• Experience in bookkeeping or basic accounting

• Proficiency with Google Workspace (Docs, Sheets, Drive)

• Ability to follow and update SOPs accurately

• Comfortable learning and adapting to new CRM or software tools

• Good written and verbal English communication skills

• Ability to work independently and stay organized in a remote setting

• Experience in marketing or operations support

• Familiarity with CRM systems (e.g., HubSpot, Pipedrive, Zoho, etc.)

• Previous experience supporting small businesses or startups

• HMO coverage (available in eligible locations)

• Permanent work-from-home setup

• Immediate hiring