Personal Assistant (with Bookkeeping Skills)

This is a remote position.

Job Description

This exciting opportunity combines administrative excellence with essential bookkeeping support, allowing you to showcase your diverse skill set while contributing meaningfully to business operations. You’ll serve as a trusted right-hand to the business owner, managing critical financial record-keeping alongside comprehensive administrative support. The role offers immediate impact through urgent bookkeeping projects while building toward ongoing partnership in streamlining operations, managing client relationships, and supporting strategic business activities. This position is perfect for a detail-oriented professional who thrives in a collaborative environment and enjoys variety in their daily responsibilities.

Responsibilities

• Perform accurate bank statement reconciliation and maintain QuickBooks data entry
  
• Manage executive calendar and provide timely appointment reminders
  
• Oversee email organization and correspondence management
  
• Conduct thorough research projects and compile findings
  
• Maintain comprehensive task tracking and follow-up systems
  
• Provide seamless administrative support including document filing and organization
  
• Handle professional client follow-up communications and relationship maintenance
  
• Coordinate travel arrangements and logistics planning
  
• Take detailed meeting minutes and distribute action items
  
• Support various administrative projects that contribute to business growth
  

Requirements

Requirements

• Proven experience with bookkeeping processes, particularly bank reconciliation
  
• Strong proficiency with QuickBooks software and financial data management
  
• Excellent administrative and organizational capabilities
  
• Outstanding written and verbal communication skills for client interactions
  
• Strong research abilities and internet navigation expertise
  
• High attention to detail and commitment to accuracy
  
• Ability to work independently while managing multiple priorities effectively
  
• Professional phone presence for client communications
  
• Reliable internet connection and dedicated workspace for remote collaboration
  
• Flexibility to adapt to evolving business needs and take on new challenges