Executive Assistant (Bookkeeping & Administration)

Job Description

• About the Role Our client is a private investment firm working with high-net-worth individuals across multiple investment projects. We're looking for a highly organised, trustworthy Executive Assistant to help manage the day-to-day administrative side of the business, allowing their directors to focus on growth and client relationships. This is a long-term opportunity for someone who enjoys variety, takes ownership of their work, and can be relied upon to handle sensitive information with complete discretion. Key Responsibilities ● Manage two executive email inboxes and calendars ● Schedule meetings, lunches and follow-up appointments ● Update and maintain our CRM (currently Excel-based) ● Track client communications and proactively remind directors of follow-ups ● Process and organise invoices ● Carry out basic bookkeeping using QuickBooks ● Maintain spreadsheets and prepare reports and presentations ● General administrative support to two business partners ● Handle confidential financial and client information with professionalism
• We're looking for someone who is: ● Highly organised with excellent attention to detail ● Experienced as an Executive Assistant, Virtual Assistant or Administrative Assistant ● Comfortable using Microsoft Excel, Word and PowerPoint ● Familiar with QuickBooks and basic bookkeeping principles ● Proactive and able to work independently ● An excellent written and verbal communicator ● Trustworthy, discreet and able to maintain strict confidentiality ● Comfortable managing multiple priorities and meeting deadlines
• Nice to Have ● Flexible working hours (approximately 10 hours per week initially) ● Opportunity for hours to increase over time ● Long-term role with a growing investment business ● Supportive and collaborative working relationship with business owners
• $400 - $600 a month ● Flexible working hours (approximately 10 hours per week initially) ● Opportunity for hours to increase over time ● Long-term role with a growing investment business ● Supportive and collaborative working relationship with business owners
• Why Join Assist World? 100% REMOTE $50 birthday bonus $200 testimonial bonus NO TRACKER. NO PROBLEM
• We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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