
Executive Assistant
2 weeks ago
Offshore Launch is a staffing agency that specializes in helping small business owners scale their operations with the top 1% of global remote talent. We are a people-centered agency with a passion for leaving every person and business in a better position than we found them.
Why Join Offshore Launch?
- Impact the growth and success of small and medium-sized businesses.
- Work in a people-first, remote environment that values growth and ongoing development.
- Access comprehensive benefits that include HMO, PTO, professional development, and an overall emphasis on teamwork and collaboration.
- Contribute to a culture that values partnership, service, and excellence.
As an employee of Offshore Launch, you are being hired for a unique role within a target Client's company. We value long-term partnerships, and seek to recruit talent that will serve an individual Client's business for multiple years.
You Will Work Full-time With The Client Company. However, The Agency Provides Ongoing Support To Ensure Your Continued Success. As Such, We Create Space For Ongoing Check-ins, Feedback And Development Through
- Membership in the Offshore Launch Slack workspace
- Bi-weekly All Team meetings
- Monthly reviews
Our job is to help you succeed.
About The Client
As a trusted CPA firm serving clients since 2021, we specialize in tax preparation, tax planning, and bookkeeping. Our mission is to provide practical, reliable services that help individuals and businesses meet their financial goals.
We are seeking a highly organized and adaptable Executive Assistant to support our bookkeeping and administrative operations. The ideal candidate will be comfortable navigating a variety of tasks, from social media management to client communication and project coordination. This role offers a blend of administrative and client-facing responsibilities, with opportunities to grow as our business expands.
Responsibilities
Administrative Support:
- Input client information into our CRM system.
- Manage email communication, including drafting and sending follow-ups and scheduling discovery calls.
- Assist in drafting scopes of work and other client documentation.
- Implement and manage task and project management software (e.g., Asana), including importing templates and organizing tasks.
- Answer inbound calls via our online CRM system and respond to text messages integrated with our CRM.
- Navigate client inquiries related to tax preparation services and facilitate next steps.
- Transfer bookkeeping or tax planning leads to appropriate team members for further nurturing and follow-up.
- Provide exceptional customer service, ensuring all client interactions are professional and courteous.
- Use pre-designed templates to post content on social media platforms daily.
- Respond to messages and comments on social media, ensuring timely and accurate engagement.
- Complete online training courses for project management software (e.g., Asana) and implement processes based on the training.
- Organize internal operations and create streamlined workflows for recurring tasks.
- Fluent in English.
- 5+ years proven experience in administrative roles, preferably in a virtual or remote capacity.
- 1+ years experience in bookkeeping or accounting, or a strong interest in learning. Bonus if you have a degree in Accounting.
- Familiarity with tools such as Asana, Keeper, and TaxDome (preferred but not required; training will be provided).
- Strong organizational and multitasking skills with a high level of attention to detail.
- Excellent communication and interpersonal skills.
- Ability to manage and prioritize multiple tasks effectively.
- Self-starter who can work independently with minimal supervision.
- Knowledge of Microsoft Outlook and CRM systems.
- Availability to work U.S. business hours (9 AM – 5 PM CST)
Compensation & Benefits (to Be Provided By Offshore Launch)
- $900 - $1100/mo. depending on experience
- $500 bonus at 90 days and up to 150% of one months salary in annual bonus
- 13th month pay
- 16 Days PTO
- Comprehensive HMO policy, including dependents.
- Annual continuing education budget to support professional development
The Client is not involved in compensation or benefits. As an employee of Offshore Launch, all compensation and benefits are to be provided by the Agency.
Please note that we anticipate a response from candidates within 24 hours of our outreach. If we do not receive a reply within this timeframe, we will assume that you are no longer interested in pursuing this opportunity.
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