Executive Personal Assistant – Finance & Operations (Remote)

We are seeking an organized, proactive, and numbers-focused Executive Personal Assistant to support the business owner of a growing Australian company.

This role combines personal assistant responsibilities, financial coordination, and business operations support. The successful candidate will become a trusted right-hand person helping ensure the business runs smoothly day to day.

Key Responsibilities
Executive Personal Assistant Support

Provide direct support to the business owner

Assist with daily priorities and task organisation

Monitor follow-ups and ensure tasks are completed

Help prepare reports and summaries for decision-making

Maintain organised business systems and workflows

Accounts & Payment Management

Tick off incoming payments and remittances

Match bank deposits to invoices

Monitor outstanding accounts

Assist with accounts receivable tracking

Follow up missing or incorrect payments

Maintain accurate financial records

Financial Operations

Update daily sales and financial dashboards

Track revenue, expenses, and business performance

Prepare weekly financial summaries

Identify discrepancies or unusual expenses

Assist with budgeting and cost tracking

Business Operations Support

Maintain CRM data accuracy (Zoho preferred)

Assist with improving systems and processes

Support automation and workflow improvements

Coordinate between tea ---------- mbers where required

Skills & Experience Required

Previous experience as a Personal Assistant, Executive Assistant, or Operations Assistant

Experience with bookkeeping, accounts, or financial coordination

Strong attention to detail and organisational skills

Confident using spreadsheets (Excel or Google Sheets)

Experience with Zoho, Xero, QuickBooks, or similar systems

Strong written and spoken English communication

Personal Attributes

Highly organised and reliable

Comfortable working independently

Proactive problem solver

Numbers-oriented mindset

Professional and trustworthy

Interested in a long-term role

Position Details

Remote position

Long-term opportunity

Full-time or part-time considered

Direct collaboration with business owner