Executive Assistant

Regis Remote Office
•Remote

About The Position

The Executive Assistant supports the leadership team and helps keep operations running smoothly. The role combines high-level administrative support with bookkeeping, dashboard and reporting work, and day-to-day office management. The successful candidate will move between executive calendar and correspondence needs and general ledger work, providing leadership with accurate, timely information. The company is remote and has no physical office; the role includes overseeing Microsoft SharePoint sites and processes to keep them organized.

Requirements

  • At least 2 years of experience as an executive assistant, office manager, or administrative professional.
  • Working knowledge of bookkeeping principles, including double-entry accounting, reconciliations, and accounts payable and receivable.
  • Hands-on experience with accounting software such as QuickBooks Online.
  • Advanced Excel skills, including pivot tables, lookup functions, and data validation.
  • Experience creating and maintaining dashboards or recurring performance reports.
  • Excellent written and verbal communication skills and strong attention to detail.
  • Ability to manage competing priorities, meet deadlines, and work independently.

Nice To Haves

  • Associate's or Bachelor's degree in accounting, finance, business administration, or a related field.
  • QuickBooks certification or a similar bookkeeping credential.
  • Experience with Power BI, Tableau, or another business intelligence tool.
  • Experience supporting a small or mid-sized business or working in a professional services environment.

Responsibilities

  • Draft and manage correspondence and handle sensitive or confidential information with discretion.
  • Manage vendor relations and provide oversight for key vendors, including Microsoft.
  • Work with others to oversee accounts payable and receivable processing, including invoice entry, approvals, and payment follow-up.
  • Review expense reports and maintain accurate categorization in the accounting system.
  • Prepare reconciliations and supporting documentation for month-end close, coordinating with the CFO.
  • Build, maintain, and update dashboards and KPI reports for weekly and monthly leadership review; guide the accuracy of the data and relevance of the reports.
  • Track budget versus actual spending and flag variances to leadership.
  • Manage office operations, including vendor relationships, supplies, equipment, facilities requests, and service contracts, as applicable to the remote work environment.
  • Oversee Microsoft SharePoint sites and processes to keep them organized.
  • Coordinate onboarding logistics for new hires and maintain organized filing systems for records and documents.
  • Serve as the first point of contact for visitors, calls, and internal requests.
  • Help maintain office policies and procedures.
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