Accounting Assistant
2 weeks ago
This is a remote position.
Job Highlights
Contract: Independent Contractor
Schedule: 20+ hours per week, flexible within client business hours
Client Timezone: Pacific Time (California)
Job Description
You'll step into a crucial support role for a respected family office, working directly with a licensed CPA who believes in developing talent and providing clear guidance. This is your opportunity to gain hands-on experience in financial services while supporting established processes and systems. You'll be covering for a team member on extended leave, with the potential to grow into a permanent full-time position as the business expands their remote team operations.
Responsibilities
- Manage email communications and coordinate scheduling with business executives and clients
- Transfer and organize financial data from PDF documents into Excel spreadsheets
- Conduct financial analysis and support data processing initiatives
- Maintain and nurture client relationships through regular communication touchpoints
- Coordinate administrative tasks across multiple company entities
- Support general family office operations with established processes and procedures
- Handle occasional client phone calls for scheduling and relationship maintenance
- Collaborate with IT support team for seamless system integration and setup
- Bachelor's degree in accounting, finance, or related field
- 3-5 years of experience in accounting, finance, or administrative support roles
- Strong proficiency in Microsoft Excel for data analysis and manipulation
- Experience with PDF management and data extraction processes
- Solid knowledge of email management and Microsoft Outlook
- Excellent written and verbal communication skills for client interaction
- Ability to work independently while following established procedures
- Bonus if you have experience working with accounting firms or family offices
- Permanent work from home
- Immediate hiring
- Steady freelance job
ZR_29054_JOB
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