Executive Assistant (Bookkeeping & Administration)

Our client is a private investment firm working with high-net-worth individuals across multiple investment projects. We're looking for a highly organised, trustworthy Executive Assistant to help manage the day-to-day administrative side of the business, allowing their directors to focus on growth and client relationships. This is a long-term opportunity for someone who enjoys variety, takes ownership of their work, and can be relied upon to handle sensitive information with complete discretion.

• Manage two executive email inboxes and calendars
• Schedule meetings, lunches and follow-up appointments
• Update and maintain our CRM (currently Excel-based)
• Track client communications and proactively remind directors of follow-ups
• Process and organise invoices
• Carry out basic bookkeeping using QuickBooks
• Maintain spreadsheets and prepare reports and presentations
• General administrative support to two business partners
• Handle confidential financial and client information with professionalism

We're looking for someone who is:

• Highly organised with excellent attention to detail
• Experienced as an Executive Assistant, Virtual Assistant or Administrative Assistant
• Comfortable using Microsoft Excel, Word and PowerPoint
• Familiar with QuickBooks and basic bookkeeping principles
• Proactive and able to work independently
• An excellent written and verbal communicator
• Trustworthy, discreet and able to maintain strict confidentiality
• Comfortable managing multiple priorities and meeting deadlines

Nice to Have

• Flexible working hours (approximately 10 hours per week initially)
• Opportunity for hours to increase over time
• Long-term role with a growing investment business
• Supportive and collaborative working relationship with business owners

• 100% REMOTE
• $50 birthday bonus
• $200 testimonial bonus
• NO TRACKER. NO PROBLEM