Remote Executive Assistant

PotentE8 (PO-TENT-SHEE-8) provides services to startups, entrepreneurs, and growing companies to reach their full potential through meaningful financial strategies, analysis, education, and management.

We are seeking a Remote Executive Assistant to add to our highly productive team and provide high-level administrative support to the managing partner. The individual in this role must possess the ability to maintain a highly structured virtual office, pay close attention to details, hold a high level of confidentiality, be effective in planning, prioritizing, and executing tasks in a proficient and timely manner.

Responsibilities:

• Provide executive level support to the managing partner
• Email & calendar management
• Organize important client documents and emails for the managing partner
• Create agenda’s and facilitate meetings with the managing partner at least 3x per week
• CPE documentation and support
• Facilitate travel arrangements
• Provide general administrative support to team members and clients
• Prepare miscellaneous ad hoc reports

Required Skills:

• Excellent verbal and written communication skills.
• Professional discretion when handling privileged client information and adhere to all firm policies and processes.
• Keen awareness on how to “read the room”.
• Possess a highly professional manner when handling clients and the team
• Can make sound judgements on behalf of the managing partner
• Ability to multi-task and prioritize
• Work well virtually
• Strong attention to detail and possess a proactive approach to issues that may arise while still following policies and processes
• Proficient in an accounting firm environment
• Proficient in Microsoft 365
• Proficient and/or willing to train on company’s software platforms including Slack, Box, Zoom, HubSpot, and Canopy CRM.

Schedule:

• 10 – 15 hours per week - Monday to Friday (between 11am – 6pm CT)

Job Type: Part-time

Pay: $18.00 - $23.00 per hour

Expected hours: 10 – 15 per week

Benefits:

• Flexible schedule

Schedule:

• Monday to Friday
• No nights
• No weekends

Application Question(s):

• Are you available to work 11am to 6pm CT?

Experience:

• Executive administrative support: 1 year (Required)

Work Location: Remote