Offer summary

Qualifications:

4-5 years of experience in a similar role, Excellent written and verbal communication skills, Proficiency with CRM tools and online business software, Detail-oriented and self-motivated with a go-getter mindset..

Key responsibilities:

Manage and organize the executive's calendar and inbox

Coordinate meetings, travel, and events while taking meeting notes

Follow up with leads and manage firm-wide tasks to ensure deadlines are met

Support team members in preparing updates for the CEO.

Job description

This is a remote position.

PLEASE NOTE: Although a remote job, you MUST be located in the Philippines to apply.

Job Title: Executive & Admin Assistant (Remote)

About the Role:

We’re looking for a proactive, organized, and driven Executive Assistant to join our team. This dual-role position is ideal for someone who thrives on structure, enjoys rapid progress, is adaptable to change, values effective communication, and can handle both client-facing tasks and internal administrative support.

Executive Assistant Duties:

Manage and organize the executive’s calendar and inbox.
Help plan, coordinate meetings, travel, and events.
Take meeting notes and follow up on action items.
Support with light project management and research tasks.
Follow up with leads after the discovery call to obtain/motivate them to complete the questionnaire and upload requested documents to schedule a tax planning strategy call to offer annual tax planning and implementation for the year.
Manage firm-wide tasks and distribute them to the responsible team members, set deadlines, and coordinate with clients for pending items etc. The goal is not to let any task or client request fall through the cracks, and all deliverables (both external and internal) are completed on or before the deadlines.
Support the key team members in preparing the updates to report to the CEO.

You’re a Great Fit If You:

Have excellent written and verbal communication skills.
Are self-motivated and detail-oriented.
Go getter mindset
Have experience with CRM tools, like Go Highlevel, Taxdome, Google Workspace, and scheduling software.
Can handle multiple tasks while staying organized.
Are comfortable working remotely and independently.
deadlines driven

Bonus Points If You Have:

Experience in a similar hybrid EA/appointment-setting role.
Familiarity with online business tools like Calendly, Slack, Notion, or ClickUp.
Basic knowledge of the tax industry.
Work experience during PST hours
Prior CPA firm experience

Required profile