Administrative Assistant

Our Client is a bookkeeping and financial consulting firm located in Washington is looking to add an Administrative Assistant to their team. The ideal candidate will be extremely detail oriented, a creative problem solver, adaptable, curious, and self-directed.

This is a part-time, fully remote position. Applicants within western Washington can expect to travel periodically for in-person team meetings.

Core responsibilities

• Help manage administrative tasks for Sales and Operations staff
• Assist with new client onboarding procedures
• Help maintain client CRM database
• Help manage and maintain secure client files
• Produce reports, presentations, and briefs as directed
• Additional research projects as directed

Qualifications/Skills

• 2-5 years' experience as an administrative assistant
• Full comprehension of MS Office Suite tools
• Experience with Notion, Asana, Zoom, and QuickBooks strongly preferred
• Prior experience in accounting or finance industries a plus
• Strong interest in digital technology and AI tools
• High level verbal and written communications skills