Executive Assistant to CFO

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TYPE OF WORK

Full Time

WAGE / SALARY

TBD

HOURS PER WEEK

TBD

DATE UPDATED

May 6, 2025

JOB OVERVIEW

Overview:

We are seeking a Remote Executive Assistant to the CFO of our U.S.-based law firm and real estate company. This role blends financial expertise with executive-level administrative support, vendor coordination, and operations management across multiple entities. Attention to detail is crucial, as the successful candidate will be handling sensitive financial data, scheduling, and communications on behalf of the CFO.

This is a full-time role, Monday through Friday, 8:00 AM to 5:00 PM Central Time (U.S.).
A signed Non-Disclosure Agreement (NDA) is required prior to onboarding.

Key Responsibilities:
• Process bill payments and manage invoicing cycles across multiple entities
• Conduct accurate and timely bank reconciliations
• Enter, track, and categorize expenses in cloud-based accounting software
• Serve as the primary contact for inbound communications to the CFO
• Coordinate vendor calls and schedule meetings based on CFO availability
• Act as a liaison with U.S.-based service providers for:
o Law Firm Operations: Case management platforms, intake systems, accounting software, IT support, payroll, health benefits, and 401(k) programs
o Real Estate Holdings: Landscaping, snow removal, and general property services
• Follow up on outstanding vendor issues, deadlines, and renewals
• Maintain and manage the CFO’s calendar and assist with internal/external coordination

Required Qualifications:
• CPA license or degree in accounting, finance, or a related field is a plus but not required
• Minimum of 3 years’ experience in accounting, data entry, virtual assistance roles, preferably supporting U.S.-based clients
• Advanced proficiency in accounting systems and Microsoft Excel
• Strong command of English (written and verbal)
• Exceptional attention to detail, accuracy, and follow-through
• High level of professionalism, reliability, and discretion
• Ability to multitask and manage time effectively in a remote setting
• Availability required Monday–Friday, 8:00 AM to 5:00 PM U.S. Central Time

Preferred Experience:
• Familiarity with U.S. accounting platforms (experience with Soluno is preferred)
• Experience supporting law firms or real estate companies
• Exposure to benefits platforms, payroll services, and vendor management
• Previous remote work experience with U.S.-based executives

Other Requirements:
• Reliable internet connection and fully equipped home office
• Must sign a Non-Disclosure Agreement (NDA) before start
• Background check required

Compensation:
Competitive pay based on experience, with potential for performance-based bonuses and long-term growth.

Ready to join our team? Please submit your resume and a short video (using Loom or a similar platform) highlighting your top three professional achievements. In the subject line of your email, please write "Executive Assistant to CFO." Ensure your OnlineJobs profile is up-to-date and includes your IQ, DISC, and English test results.

We appreciate your interest in Patterson Legal Group. We will prioritize applications that follow these instructions. While we can accommodate applicants who are currently employed and willing to resign upon hiring, we are unable to consider applicants working for multiple clients at this time.

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