Full Time
$500-$1,250
TBD
Apr 18, 2026
We are a growing nation wide accounting firm in
Responsibility
Manage SOPs & organize them (Sketching and organizing our processes and strategies on Miro)
Review the executives Meeting notes & conversations with him after his meeting
Scheduling/Re-scheduling client meetings
Organize Docs In ClickUp (CU)
Keep LinkTree updated & organized
Help with transitioning from Google Workspace to Microsoft & From Confluence to ClickUp Docs
Clean & Manage documents on DocuSign
Manage
Manage
Review & Organize the executives Daily Notes
Manage Google Calendar & communicate with clients for bookkeeping a meeting
Keep an eye out on our virtual phone making sure we have responded to clients inquiry
Understand, Organize, Prioritize & Manage Executive's tasks
Make sure clients' CRM is completely filled out & Task Lists in CU are tidy & clean
check executives' meetings to change colors based on the type of meeting, and depending on the meeting, prepare in advance for
Get reports on daily basis from Financial Team and report it to the executive
Create SOPs & Manuals for our sub-systems and processes
Qualifications
We want someone who is super fast/efficient on computer and very organized. Someone who can see the big picture then proceed with the task at hand is a huge asset.
Working from 8-4 PM PST Time, with Weekends & Overtime
No Internet & Electricity Issue
Speak Fluent English
We are a company who value our partners (they call them employees out there). So we are looking for a talented individual who not only are handworkers, organized, detail oriented & great with tech, but someone who wants to contribute to the success of the company long term and is willing to step-out of boundaries.