
Supportive Administrative Professional
1 day ago
We are seeking a highly organized and detail-oriented Executive Assistant to join our team. As an Executive Assistant, you will be responsible for providing administrative support to our executives, managing email communication, and assisting with client documentation.
The ideal candidate will have excellent communication and interpersonal skills, with the ability to work independently with minimal supervision. You will be responsible for managing multiple tasks, prioritizing your workload, and meeting deadlines.
In this role, you will have the opportunity to grow and develop your skills, working with a dynamic team in a fast-paced environment. If you are a self-starter who is looking for a challenging and rewarding role, we encourage you to apply.
Responsibilities:- Administrative Support:
- 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, including importing templates and organizing tasks.
- Client Communication:
- 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.
- Social Media Management:
- 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.
- Project Implementation:
- Complete online training courses for project management software 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)
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