Accounting / Executive Assistant POST NUMBER: 483509
Accounting / Executive Assistant
Location: Onsite
Employment Type: Full-Time
Salary: $70,000 - $80,000
About the Opportunity
A well-established financial services firm is seeking a highly organized and detail-oriented Accounting / Executive Assistant to support executive leadership. This is an excellent opportunity for someone who enjoys wearing multiple hats, thrives in a professional office environment, and takes pride in delivering exceptional administrative and financial support.
Key Responsibilities
- Assist with accounts payable and accounts receivable processing, preparing bank deposits and reconcile accounts
- Process invoices, expense reports, and vendor payments
- Manage executive calendars, meetings, and travel arrangements
- Screen calls, coordinate correspondence, and prepare reports and presentations
- Organize client files and maintain confidential records
- Order office supplies and assist with day-to-day office operations
- Provide administrative support for special projects and firm initiatives
Qualifications
- 3 years of experience in accounting, bookkeeping, executive administration, or a similar role
- Proficiency with Microsoft Office, particularly Excel, Outlook, and Word
- Experience with accounting software such as QuickBooks
- Strong organizational skills with exceptional attention to detail
- Excellent written and verbal communication skills
- Ability to prioritize multiple responsibilities while maintaining accuracy
- Professional demeanor and the ability to handle confidential information with discretion
Preferred Qualifications
- Experience working in a financial services, CPA, wealth management, or professional services environment
- Associate's or Bachelor's degree in Accounting, Business Administration, or a related field is a plus
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