Administrative Assistant/Operations Manager

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TYPE OF WORK

Full Time

SALARY

5

HOURS PER WEEK

40

DATE UPDATED

Mar 18, 2026

JOB OVERVIEW

Job Overview:
We are seeking a highly organized and detail-oriented Administrative Assistant to support our growing business. This role will start part-time with the opportunity to transition into a full-time position for the right candidate. You will play a key role in managing client communication, organizing internal processes, and supporting accounting and marketing functions.

Key Responsibilities:

Manage and respond to client emails and inquiries in a professional and timely manner

Track and organize client requests, ensuring nothing falls through the cracks

Maintain accurate records, files, and documentation across systems

Assist with accounting-related requests (data entry, document collection, coordination with bookkeeping team)

Work within Canopy CRM to manage client workflows, tasks, and follow-ups

Support marketing efforts, including email campaigns, client outreach, and follow-up communication

Coordinate deadlines and ensure client deliverables are completed on time

Assist with general administrative tasks and process improvements

Requirements:

Proven experience as an administrative assistant, virtual assistant, or similar role

Strong organizational skills and attention to detail

Excellent written and verbal communication skills

Experience with CRM systems (Canopy experience is a plus)

Basic understanding of accounting or willingness to learn

Ability to manage multiple tasks and prioritize effectively

Proactive, reliable, and able to work independently

Preferred Qualifications:

Experience working with bookkeeping or accounting firms

Familiarity with tools such as QuickBooks, Google Workspace, and project management systems

Experience supporting marketing or client engagement efforts

Work Details:

Part-time to start (20–30 hours/week)

Opportunity to grow into a full-time role

Remote position

Flexible hours with some overlap required during business hours

What We’re Looking For:
Someone who is proactive, dependable, and takes ownership of their work. We want a tea ---------- mber who can grow with us long-term and become an integral part of our operations.

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