Financial Executive Assistant
Job Description:
- Prepare past-due and retainer replenishment letters for review and approval.
- Schedule internal and external meetings.
- Enter, update, and manage tasks in Asana.
- Categorize incoming emails and organize them into folders.
- Track time accurately within internal accounting systems.
- Support leadership with block scheduling and calendar management.
- Coordinate with internal team members to produce weekly accounts receivable lists.
- Prepare draft responses and follow-up emails related to payments.
- Identify and summarize high-priority emails for leadership review.
Requirements:
- Full time role supporting leadership operations and financial coordination.
- Work schedule: 8:00 AM to 5:00 PM CST.
- Low call volume, primarily focused on coordination and scheduling.
- Primarily written communication with internal team members and clients.
- Strong emphasis on accuracy, documentation, and time tracking.
- Asana for task and workflow management.
- CosmoLex for timekeeping and accounting documentation.
- Email and calendar management systems.
- Internal communication tools.
- CRM and VoIP tools as used by the organization.
Benefits:
- Competitive salary.
- Paid Time Off.
- Bonuses.
- 100% remote/home-based position.
- Full-time, long-term career opportunities.
- Parental Leave.
- Professional development and training.
- Dedicated team support.
- Alignment with our clients' core values.
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