Workflow Assistant

Merritt Financial Services is seeking a part-time Workflow Assistant to support in managing workflows and business tasks related to client onboarding, follow-up, admin tasks, and project tracking. You will work directly with the CEO to ensure administrative tasks and client processes run smoothly and on time.

This role is ideal for someone who thrives on organization, communicates clearly, and enjoys working behind the scenes to keep things on track.

Pay: $5-$7/hour
Hours: 8-10 hours per week
Location: Remote

Tasks include but are not limited to:
• Organize tasks and deadlines using ClickUp, Trello, or similar tools
• Track due dates for clients (taxes, bookkeeping, CFO sessions)
• Send follow-up messages for client onboarding
• Maintain status trackers for tax prep or Dubsado workflows
• Conduct light research and inbox cleanup
• Update SOPs or task templates

What to Expect:
• Weekly check-ins (via Google Chat or Loom on Mondays/Fridays)
• Task tracking via ClickUp or shared Google Sheets
• Direct collaboration with the CEO

You Should Also Have:
• Strong communication skills
• Exceptional attention to detail
• Ability to learn quickly
• Familiarity with ClickUp, Trello, Google Drive, or Dubsado