Executive Support Specialist (With Bookkeeping Experience)

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: TYPE OF WORK

Full Time

: SALARY

Very competitive based on experience

: HOURS PER WEEK

40

: DATE UPDATED

Apr 8, 2026

JOB OVERVIEW

Please submit your application using this form: ---------- /bepartofourteam

SUMMARY
We're looking for a highly organized, detail-oriented professional who can handle customer-facing support, administrative operations, and foundational bookkeeping. This is a dual-function role built for someone who communicates well, works independently, and keeps things running accurately behind the scenes. You'll be a reliable extension of our team — supporting client experience, internal operations, and financial record-keeping.

RESPONSIBILITIES
Customer Service & Client Support

Respond to customer inquiries via email, phone, and support platforms
Schedule appointments and manage client communications
Resolve complaints and follow up to ensure client satisfaction
Process orders, forms, applications, and service requests
Maintain detailed records of customer interactions and feedback
Support CRM updates and database maintenance
Manage support tickets and provide timely resolutions
Handle professional correspondence and vendor/team follow-ups

Administrative Support

Email management: sorting, filtering, responding, and follow-ups
Calendar management: scheduling, rescheduling, coordinating appointments
Travel management: booking flights, accommodations, itinerary planning
Document preparation: data entry, reports, and presentation design
General file and records management

Bookkeeping & Financial Support

Process and track invoices (incoming and outgoing)
Record daily transactions and maintain accurate financial logs
Support accounts payable and receivable tracking
Reconcile receipts and expenses on a regular basis
Generate basic financial and expense reports
Assist with budget tracking and month-end summaries
Use QuickBooks or Xero for recordkeeping (experience required)

Research & Data Handling

Conduct market research and competitor analysis
Organize and present findings clearly
Create product and service comparison reports

Project & Task Management

Support project coordination and task tracking
Monitor deadlines using ClickUp, Trello, Asana, or ----------

WHAT WE'RE LOOKING FOR
Core Skills

Excellent written and verbal communication
Strong organizational, time management, and multitasking abilities
High attention to detail — especially in financial recordkeeping
Analytical thinking and problem-solving
Ability to work independently and manage competing priorities
Professionalism and discretion with sensitive information

Technical Requirements

Proficiency in Google Workspace and Microsoft Office
Bookkeeping experience with QuickBooks or Xero (required)
CRM experience (HubSpot, Salesforce, or Zoho) — preferred
Familiarity with ClickUp, Trello, or Asana
Comfortable with Slack, Zoom, and Microsoft Teams
Familiar with cloud storage and file-sharing platforms

Bonus Skills (Preferred, Not Required)

Social media scheduling and basic engagement tracking
Basic graphic design (Canva, Adobe Express)
Website management (WordPress or Wix — basic edits)
E-commerce support (Shopify, WooCommerce — order processing, listings)

SKILL REQUIREMENT

Bookkeeping Customer Service Administrative Support

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Executive Support Specialist (With Bookkeeping Experience)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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