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Executive Assistant/Bookkeeper

Role overview

Qualifications

  • Minimum 2 years bookkeeping experience (4-5 years desirable)
  • Bachelor’s degree
  • Experience with QuickBooks
  • Proficiency with Google Workspace (G Suite) and ability to learn new programs

Responsibilities

  • Organize executive calendars; schedule appointments/meetings and coordinate travel arrangements
  • Manage biweekly payroll and bookkeeping tasks in QuickBooks and coordinate with accountants for taxes
  • Prepare invoices for accounts payable and maintain receipts/invoices in QuickBooks
  • Manage company documents on Google Drive and Notion; assist in preparing regularly scheduled reports and expense submissions

Key facts

Other skills

  • Internet Research
  • Report Writing
  • Client Confidentiality
  • Communication
  • Multitasking
  • Trustworthiness
  • Organizational Skills
  • Detail Oriented

About the company

CloudTask logo

CloudTask

Company details

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Job description

Location

Remote. Our leadership team is based in the US in Ohio, Georgia, and texas, Indiana: we communicate throughout the day via video, chat, and calls.

Start date

As soon as possible.

Hours

Monday-Friday (full time)

Pay

$40,000-$80,000 annually.

Company background

private  to help people flourish by meeting our most important mental and physical needs. We run onsite healthcare clinics across multiple US states, and plan to expand to Mexico, working with a range of healthcare providers: nurses and nurse practitioners, psychotherapists, doctors, nutritionists, and physical therapists.

Job description

The Executive Assistant/Bookkeeper will report to the CEO, and work with the CEO, Director of Business Development and Director of Clinical operations to manage emails and calendars. They will communicate with external contractors, following up on correspondence, scheduling meetings, and keeping track of multiple strands of communication.

The EA/Bookkeeper will manage and run payroll, as well as all bookkeeping tasks for the company, working with our accountants to file taxes.

They will also manage documents for the company on Google Drive and Notion, and conduct some online research, as well as other administrative tasks that may arise as the company grows and develops.

Specific responsibilities

  • Organize calendars; schedule appointments and meetings, as well as travel booking, for all members of the Executive team
  • Write and distribute email, letters, faxes and forms for the CEO
  • Run biweekly payroll for all members of Archive
  • Manage the Quickbooks account
  • Prepare invoices for accounts payable
  • Manage, submit and maintain receipts/invoices for all purchases in Quickbooks
  • Assist in the preparation of regularly scheduled reports
  • Submit and reconcile expense reports

Requirements

  • Minimum 2 years bookkeeping experience; 4-5 years experience is desirable
  • Bachelor’s degree
  • Experience with Google workspace and ability to learn new programs
  • Experience with Quickbooks
  • Vaccinated for Covid-19
  • Very organized work style

Skills

  • Organizational skills: managing calendar and emails, keeping track of correspondence, following up, and thinking ahead
  • Communication skills: writing professional emails and communicating with external clients and contractors
  • Self-starter skills: taking the initiative within a remote role, pro-actively asking questions, acting on priorities
  • Attentiveness to small details and ability to move from one project to another
  • Flexibility to work in a startup company environment, as an employee of Archive adapting to help out when unforeseen problems arise
  • Must be committed and trustworthy as this is a fully remote environment, both working with the office team and providers.
  • Discretion and commitment to confidentiality and careful communication

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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