Accounting, Administrative Coordinator
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Job Description
Administrative & Accounting Assistant coordinating projects for succession planning consulting firm. Ensuring communication efficiency and managing financial records in a fast-paced remote environment.
Responsibilities:
- Act as the primary communication bridge between project teams, clients, and leadership to ensure alignment and execution of project objectives
- Assists with initial project setup by processing engagement agreements, creating and sending invoices, gathering required information, and entering data into internal systems
- Coordinate scheduling, meetings, and follow-ups across project teams and clients
- Prepares meeting agendas, materials, and documentation, as needed
- Attends meetings, takes notes, and distributes summaries or action items
- Maintains organization of tasks and workflows within CRM systems
- Track project timelines, deliverables, and deadlines to ensure projects stay on schedule
- Provides general administrative support to team members and leadership
- Communicates professionally with current and prospective clients via phone and email
- Prepares and issues client invoices, processes payments, and distributes confirmations
- Assists with month-end and year-end close processes, as needed
Requirements:
- Bachelor’s Degree plus 3 years of experience in a related field; or, alternatively, high school diploma plus 5 years of experience in a related field
- Strong working knowledge of Microsoft Office Programs (e.g. Word, Excel, PowerPoint, and Teams)
- Experience with CRM Systems (e.g. Salesforce or Hubspot) and experience with Project Management Software (e.g. Zoho, Basecamp, Monday.com, etc.)
- Experience with accounting software such as Quickbooks (preferred)
- Moderate understanding of accounting principles (e.g., reconciliations, accounts receivable, invoicing)
- Excellent written and verbal communication skills
- Strong attention to detail and accuracy, especially with financial data
- Ability to multitask and prioritize effectively
- Strong organizational and time management skills
- Team player with a positive “can do” attitude
- Knowledge of the financial services industry, preferred
Benefits:
- Health insurance
- Paid time off
- Flexible work arrangements
- Professional development
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