Executive Assistant, Bookkeeping and Administrative Operations

🌍 Remote, USA 💹 Full-time 🕐 Posted Recently

Job Description

Offshore Launch hires remote talent to work full-time with a Client company (CPA firm) while providing agency support.
Support bookkeeping and administrative operations for a CPA firm, including client-facing and internal tasks.
Input client information into the CRM and manage email communication, follow-ups, and discovery call scheduling.
Draft scopes of work and other client documentation.
Implement and manage task/project management software (e.g., Asana), import templates and organize tasks.
Answer inbound calls via CRM and respond to text messages; navigate client inquiries and transfer leads to team members.
Provide exceptional customer service in all client interactions.
Use pre-designed templates to post content on social media daily and respond to messages/comments.
Complete online training courses for project management software and implement processes; organize internal operations and workflows.

Fluent in English.
5+ years proven experience in administrative roles, preferably in a virtual or remote capacity.
1+ years experience in bookkeeping or accounting, or a strong interest in learning. Bonus if you have a degree in Accounting.
Familiarity with tools such as Asana, Keeper, and TaxDome (preferred but not required; training will be provided).
Strong organizational and multitasking skills with a high level of attention to detail.
Excellent communication and interpersonal skills.
Ability to manage and prioritize multiple tasks effectively.
Self-starter who can work independently with minimal supervision.
Knowledge of Microsoft Outlook and CRM systems.
Availability to work U.S. business hours (9 AM – 5 PM CST)

Impact the growth and success of small and medium-sized businesses.
Work in a people-first, remote environment that values growth and ongoing development.
Access comprehensive benefits that include HMO, PTO, professional development, and an overall emphasis on teamwork and collaboration.
Contribute to a culture that values partnership, service, and excellence.
$900 - $1100/mo. depending on experience
$500 bonus at 90 days and up to $2,250 in annual performance bonus
13th month pay
16 Days PTO
Comprehensive HMO policy, including dependents.
Annual continuing education budget to support professional development

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