Administrative Coordinator

  • Part-Time
  • Remote
  • Ends on January 25, 2025

Overview

The Administrative Coordinator serves as the air traffic controller for the Founder (a CPA), ensuring smooth and efficient management of priorities, communications, and projects. This role oversees the founder’s inbox, calendar, and phone calls, directing tasks and delegating responsibilities with clarity and precision. Additionally, the coordinator supports the Business Operations Manager with administrative support around operations, client experience, and HR projects to keep everything on course. With a clear and kind approach, this position ensures seamless coordination and proactive problem-solving in a fast-paced environment.

Performance Objectives:
Support the Founder (CPA):

  • Inbox Management: Monitor, organize, and respond to emails on behalf of the founder; delegate tasks as needed with a clear and kind approach.
  • Calendar Coordination: Schedule and manage appointments, meetings, and events for the founder.
  • Phone Call Handling: Screen, prioritize, and respond to calls, ensuring timely and professional communication.
  • Task Delegation: Assign and track tasks based on email and phone communications with clarity and follow-up.

Assist the Business Operations Manager:

  • Operations Support: Assist with administrative tasks to streamline internal workflows and processes. May include research.
  • Client Experience: Provide support around client communication as well as sending and following up on new client proposals.
  • HR Assistance: Support HR-related activities, as needed.
  • Project Management: Coordinate and execute tasks for discreet projects, ensuring deadlines are met and challenges are resolved efficiently.

This job description is intended to outline the general responsibilities and qualifications of the position. It is not an exhaustive list of all duties, responsibilities, and qualifications required for the role.

Tagged as: accounting/finance background a bonus, administrative, calendar, client facing, communication, email, phone

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About

We partner with individuals and businesses to achieve financial success through clear financial guidance and expert accounting services. Our vision is to provide full financial solutions for business owners and their families. Core values are the backbone of our business and guide our hiring process: we are accountable, have a commitment to personal growth, are results-oriented, and focus on problem solving.

Qualifications

– Ability to take direction and execute on tasks with minimal supervision.– Strong written and verbal communication skills.– Effective communication and interpersonal skills, with a focus on client interaction.– Strong attention to detail and accuracy.– Excellent organizational and time management skills.– Our Tech Stack: Google Workplace and Canopy (Client Management)– Preference will be given to candidates with experience in bookkeeping and finance. – If no experience in bookkeeping or accounting, a willingness to learn about the industry is essential for success in the role.PLEASE NOTE: applications will be reviewed, and individuals contacted after 1/2/2025.We are a small firm, and due to bandwidth we won’t have the chance to reply to every application. We thank you for the time you took to apply.
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