Executive Assistant for CFO and Accounting Services - Remote

Overview

We are seeking a highly organized and proactive Executive Assistant to support a growing fractional CFO and accounting services firm. The role will focus on calendar management, client communication, inbox management, and light finance-related admin tasks.

In Short

• Manage executive calendar and schedule client meetings.
• Monitor and manage email inbox; draft client communications.
• Follow up with clients regarding scheduling and updates.
• Maintain SharePoint and organize Microsoft 365 files.
• Support with light QuickBooks tasks and admin support.
• Assist with back-office administration as needed.
• Ensure tasks are completed accurately and on time.

Requirements

• 3–5+ years of professional Virtual Assistant / Executive Assistant experience.
• Strong skills in Microsoft 365 (Outlook, SharePoint, OneNote basics).
• Excellent English communication skills (written and verbal).
• Highly organized and proactive.
• Experience handling client-facing communications.
• Familiarity with QuickBooks is preferred.
• Ability to work aligned with US Eastern Time schedule.

Benefits

• Opportunity to work in a growing firm.
• Flexible working environment.
• Gain experience in finance-related tasks.