About the job
Job Title: Executive Assistant / Operations Associate
Location: Remote (Central/Latin America)
Salary Range: $2,000-2,500/month DOE
Working Hours: Central Time Zone
About the Company:
We are a dynamic and expanding CPA firm located in Texas, serving over 3,000 clients each year across diverse segments including individuals, small to medium businesses, and various other entities. Our commitment to excellence in audit and tax services is matched by our dedication to fostering a collaborative and supportive team environment.
About the Role:
We are on the lookout for a proactive and technologically adept Executive Assistant/Operations Associate to bolster our professional services firm. This role demands versatility, as you will oversee client communications, manage billing operations, engage in project management, and spearhead process improvement initiatives. The ideal candidate will possess critical thinking skills to pinpoint inefficiencies and implement solutions that enhance team performance.
Key Responsibilities:
Oversee multiple email inboxes while consolidating client communications
Organize and maintain client folders and information within the practice management platform
Assist in billing and invoicing processes, including client collections and follow-ups
Onboard new clients into systems and manage project workflows
Coordinate calendar management and administrative tasks
Conduct research and compile relevant client contact information
Identify process inefficiencies and propose technology-driven solutions
Support payroll and various administrative tasks as necessary
Manage legacy client databases and organize essential information
Assist with portal setup and client document uploads
Required Qualifications:
3-5+ years of experience in an Executive Assistant or operations role
Exceptional written English communication skills (primary mode of client interaction)
Proficiency with practice management platforms and standard office software
Strong organizational and project management skills
Ability to think critically and creatively to solve problems

