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Financial Planning Executive Assistant - 17906810768

Remote: 
Full Remote
Contract: 
Salary: 
10 - 14K yearly
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

Minimum of 2 years administrative or executive support experience, Proficient in Asana/project management, Google Suite, event planning, and advanced accounting tasks.

Key responsabilities:

  • 80% accounting duties including payroll, AP/AR, financial report compilation
  • 20% administrative tasks like scheduling, travel planning, managing emails
  • Record meeting minutes, assist with special projects, handle confidential information
  • Facilitate social media posting, execute meetings, conduct basic research and data analysis
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Somewhere Human Resources, Staffing & Recruiting SME https://somewhere.com/
1001 - 5000 Employees

Job description

Position:  Financial Planning Executive Assistant
Working Hours:  Monday - Friday 9:00 am - 5:00 pm EST
Salary:  $800-1,200/month

Role Responsibilities:

  • 80% of the role will involve accounting duties, while the remaining 20% will encompass administrative tasks.
  • Accounting Tasks includes:
    • Processing payroll
    • Managing accounts payable and receivables
    • Compiling various financial reports for stakeholders
    • FP & A (Financial Planning and Analysis, modeling skills like balance sheet projections, and cash flow projections)

  • Admin Tasks (20% of the time)
      • Processing payroll
      • Scheduling & Calendar management
      • Travel, events planning management, and coordination
      • Monitoring and managing inboxes and emails in real-time
      • Taking care of all of the professional and personal administrative tasks and appointment
      • Recording Meeting Minutes ○ Assisting with miscellaneous special projects or duties as needed
      • Basic Project and Office Management
      • Facilitating Social media postings
      • Planning and executing meetings
      • Handling confidential information
      • Basic research, organizing, and analyzing data

Requirements

  • Minimum of 2 years experience in administrative or executive support roles.
  • Must be Proficient in Asana or similar project management tools.
  • Strong command of Google Suite applications (Gmail, Calendar, Drive).
  • Must have an experience in the event planning industry.
  • Must-Have experience performing advanced Accounting Tasks (see description)

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Adaptability
  • Google Applications
  • Time Management
  • Ability To Meet Deadlines
  • Organizational Skills
  • Client Confidentiality
  • Detail Oriented

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