Executive Assistant (Operations & Accounting)

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TYPE OF WORK

Part Time

SALARY

N/A

HOURS PER WEEK

25

DATE UPDATED

Jan 10, 2026

JOB OVERVIEW

We are seeking a highly capable, detail-oriented Executive Assistant to serve as the right hand to the Founder of a growing accounting and advisory firm.

This role blends executive assistance, operations management, accounting support, and creative execution. The right candidate will help run the business day-to-day, manage communications, support client work, and assist with new initiatives — freeing the Founder to focus on strategy, leadership, and growth.

This is a long-term, trust-based role for someone who enjoys ownership, learning, and becoming deeply embedded in a business.



Key Responsibilities

Executive & Personal Support
• Manage calendar, scheduling, and appointments
• Book personal and professional travel, services, and commitments
• Assist with gift planning, ordering, and coordination
• Act as a gatekeeper for time, inbox, and priorities
• Anticipate needs and proactively solve problems



Email
& Communication Management
• Manage the Founder’s email inbox
• Draft and send professional client communications
• Follow up on outstanding items and deadlines
• Organize and flag priority emails
• Maintain a polished, confident, and warm brand voice


Client & Accounting Support
• Assist with accounting tasks for small business and nonprofit clients
• Support monthly close processes
• Help organize and prepare client deliverables
• Assist with income tax preparation support (organizing documents, checklists, follow-ups)
• Maintain confidentiality and data integrity at all times

(CPA license not required — training will be provided.)


Operations & Project Management
• Manage task lists, workflows, and recurring processes
• Create and update SOPs, templates, and checklists
• Track deadlines and ensure follow-through
• Help implement systems and tools to improve efficiency
• Serve as the operational “glue” across multiple projects


Content, Marketing & Digital Support
• Edit short-form videos and basic content (training provided if needed)
• Create and format presentations and documents
• Manage Facebook pages and other social platforms
• Assist with website updates and maintenance
• Help build and organize digital courses and educational materials


Growth & Innovation Support
• Assist in building, testing, and launching new business ideas
• Research tools, platforms, and opportunities
• Help organize course content, outlines, and assets
• Provide thoughtful input and execution support for new initiatives


Who This Role Is For
This role is ideal for someone who:
• Thinks like an owner, not a task-taker
• Enjoys variety and responsibility
• Learns quickly and adapts easily
• Is confident writing professional English
• Is highly organized and proactive
• Wants a long-term partnership, not short-term gig work

Required Skills & Qualifications
• Excellent written and spoken English
• Strong organizational and time-management skills
• High attention to detail
• Comfortable with technology and learning new systems
• Experience with administrative, operations, or executive support
• Ability to handle sensitive and confidential information
• Reliable internet and workspace
• Accounting or bookkeeping exposure
• Canva, website editing, or basic video editing skills

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