Executive Assistant (Bookkeeping & Administration)

Job description

About the Role Our client is a private investment firm working with high-net-worth individuals across multiple investment projects. We're looking for a highly organised, trustworthy Executive Assistant to help manage the day-to-day administrative side of the business, allowing their directors to focus on growth and client relationships. This is a long-term opportunity for someone who enjoys variety, takes ownership of their work, and can be relied upon to handle sensitive information with complete discretion. Key Responsibilities ● Manage two executive email inboxes and calendars ● Schedule meetings, lunches and follow-up appointments ● Update and maintain our CRM (currently Excel-based) ● Track client communications and proactively remind directors of follow-ups ● Process and organise invoices ● Carry out basic bookkeeping using QuickBooks ● Maintain spreadsheets and prepare reports and presentations ● General administrative support to two business partners ● Handle confidential financial and client information with professionalism We're looking for someone who is: ● Highly organised with excellent attention to detail● Experienced as an Executive Assistant, Virtual Assistant or Administrative Assistant● Comfortable using Microsoft Excel, Word and PowerPoint● Familiar with QuickBooks and basic bookkeeping principles● Proactive and able to work independently● An excellent written and verbal communicator● Trustworthy, discreet and able to maintain strict confidentiality ● Comfortable managing multiple priorities and meeting deadlines Nice to Have ● Flexible working hours (approximately 10 hours per week initially)● Opportunity for hours to increase over time● Long-term role with a growing investment business● Supportive and collaborative working relationship with business owners Why Join Assist World? 100% REMOTE $50 birthday bonus $200 testimonial bonus NO TRACKER. NO PROBLEM About the RoleOur client is a private investment firm working with high-net-worth individuals across multipleinvestment projects. We're looking for a highly organised, trustworthy Executive Assistant tohelp manage the day-to-day administrative side of the business, allowing their directors to focuson growth and client relationships.This is a long-term opportunity for someone who enjoys variety, takes ownership of their work,and can be relied upon to handle sensitive information with complete discretion. Key Responsibilities● Manage two executive email inboxes and calendars● Schedule meetings, lunches and follow-up appointments● Update and maintain our CRM (currently Excel-based)● Track client communications and proactively remind directors of follow-ups● Process and organise invoices● Carry out basic bookkeeping using QuickBooks● Maintain spreadsheets and prepare reports and presentations● General administrative support to two business partners● Handle confidential financial and client information with professionalism