Executive Assistant with Finance Experience
New
V
Virtual AssistAccounting administration
PhilippinesFull-TimeExecutive
Salary not disclosed
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Job Details
- Languages
- Excellent written and verbal English communication skills.
- Experience
- Minimum of 3 years of experience as an Executive Assistant, Senior Virtual Assistant, Operations Coordinator, or similar support role.
- Required Skills
- SalesforceMicrosoft OfficeBookkeepingHubSpotGoogle WorkspaceAsana
Requirements
- Have at least 3 years of experience as an Executive Assistant, Senior Virtual Assistant, Operations Coordinator, or in a similar support role.
- Demonstrate excellent written and verbal English communication skills.
- Have advanced proficiency with Google Workspace and/or Microsoft Office applications.
- Have experience with productivity and project management tools such as ClickUp, Asana, Trello, Monday.com, Notion, or Slack.
- Be familiar with CRM systems such as HubSpot, Salesforce, or Zoho.
- Have experience with accounting software; Clearing experience is preferred.
- Understand basic bookkeeping workflows, invoice management, expense tracking, and financial documentation.
- Be able to prioritize tasks, manage competing deadlines, and adapt to changing business needs.
- Demonstrate attention to detail, problem-solving, and decision-making capabilities.
- Be able to work independently and maintain consistent communication with leadership.
- Handle sensitive business and financial information with professionalism, integrity, and confidentiality.
Responsibilities
- Coordinate executive schedules, meetings, logistics, agendas, and follow-up tracking.
- Manage executive correspondence and prioritize incoming emails, messages, and requests.
- Prepare reports, presentations, briefing materials, and business documents.
- Track action items, deadlines, deliverables, and key business metrics.
- Arrange travel, including flights, accommodations, transportation, and itineraries.
- Coordinate interviews and maintain hiring records.
- Maintain CRM platforms, databases, operational records, and organized digital files.
- Use Clearing to support accounting workflows and maintain accurate financial records.
- Assist with expense tracking, invoice processing, payment documentation, reimbursements, and budget administration.
- Coordinate with bookkeepers, accountants, and cross-functional teams on records, documentation, and projects.
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