Executive Assistant, Bookkeeping and Administrative Operations
Description:
• Offshore Launch hires remote talent to work full-time with a Client company (CPA firm) while providing agency support.
• Support bookkeeping and administrative operations for a CPA firm, including client-facing and internal tasks.
• Input client information into the CRM and manage email communication, follow-ups, and discovery call scheduling.
• Draft scopes of work and other client documentation.
• Implement and manage task/project management software (e.g., Asana), import templates and organize tasks.
• Answer inbound calls via CRM and respond to text messages; navigate client inquiries and transfer leads to team members.
• Provide exceptional customer service in all client interactions.
• Use pre-designed templates to post content on social media daily and respond to messages/comments.
• Complete online training courses for project management software and implement processes; organize internal operations and workflows.
Requirements:
• Fluent in English.
• 5+ years proven experience in administrative roles, preferably in a virtual or remote capacity.
• 1+ years experience in bookkeeping or accounting, or a strong interest in learning. Bonus if you have a degree in Accounting.
• Familiarity with tools such as Asana, Keeper, and TaxDome (preferred but not required; training will be provided).
• Strong organizational and multitasking skills with a high level of attention to detail.
• Excellent communication and interpersonal skills.
• Ability to manage and prioritize multiple tasks effectively.
• Self-starter who can work independently with minimal supervision.
• Knowledge of Microsoft Outlook and CRM systems.
• Availability to work U.S. business hours (9 AM – 5 PM CST)
Benefits:
• Impact the growth and success of small and medium-sized businesses.
• Work in a people-first, remote environment that values growth and ongoing development.
• Access comprehensive benefits that include HMO, PTO, professional development, and an overall emphasis on teamwork and collaboration.
• Contribute to a culture that values partnership, service, and excellence.
• $900 - $1100/mo. depending on experience
• $500 bonus at 90 days and up to $2,250 in annual performance bonus
• 13th month pay
• 16 Days PTO
• Comprehensive HMO policy, including dependents.
• Annual continuing education budget to support professional development
Apply Now
Apply Now
• Offshore Launch hires remote talent to work full-time with a Client company (CPA firm) while providing agency support.
• Support bookkeeping and administrative operations for a CPA firm, including client-facing and internal tasks.
• Input client information into the CRM and manage email communication, follow-ups, and discovery call scheduling.
• Draft scopes of work and other client documentation.
• Implement and manage task/project management software (e.g., Asana), import templates and organize tasks.
• Answer inbound calls via CRM and respond to text messages; navigate client inquiries and transfer leads to team members.
• Provide exceptional customer service in all client interactions.
• Use pre-designed templates to post content on social media daily and respond to messages/comments.
• Complete online training courses for project management software and implement processes; organize internal operations and workflows.
Requirements:
• Fluent in English.
• 5+ years proven experience in administrative roles, preferably in a virtual or remote capacity.
• 1+ years experience in bookkeeping or accounting, or a strong interest in learning. Bonus if you have a degree in Accounting.
• Familiarity with tools such as Asana, Keeper, and TaxDome (preferred but not required; training will be provided).
• Strong organizational and multitasking skills with a high level of attention to detail.
• Excellent communication and interpersonal skills.
• Ability to manage and prioritize multiple tasks effectively.
• Self-starter who can work independently with minimal supervision.
• Knowledge of Microsoft Outlook and CRM systems.
• Availability to work U.S. business hours (9 AM – 5 PM CST)
Benefits:
• Impact the growth and success of small and medium-sized businesses.
• Work in a people-first, remote environment that values growth and ongoing development.
• Access comprehensive benefits that include HMO, PTO, professional development, and an overall emphasis on teamwork and collaboration.
• Contribute to a culture that values partnership, service, and excellence.
• $900 - $1100/mo. depending on experience
• $500 bonus at 90 days and up to $2,250 in annual performance bonus
• 13th month pay
• 16 Days PTO
• Comprehensive HMO policy, including dependents.
• Annual continuing education budget to support professional development
Apply Now
Apply Now