Executive Financial Assistant

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Requirements:

• Proficiency in accounting software such as Xero and Quickbooks.
• Strong organizational skills to manage multiple tasks.
• Proactive approach to identify needs and drive success.
• Ability to assist with email management and calendar scheduling.
• Willingness to learn and handle various administrative tasks.

Responsibilities:

• Issue purchase orders and manage weekly invoices for subcontractors.
• Upload invoices to OneDrive for review and approval.
• Reconcile accounts and invoices monthly.
• Provide administrative support for three businesses.
• Conduct research to identify sales opportunities.
• Attend weekly meetings and assist with follow-up tasks.
• Create prioritized action items after meetings.
• Organize and set personal and professional goals for the client.
• Follow up on task completion and assist with various operational tasks.
• Nurture leads for the executive coaching business.