Remote Admin Assistant (Financial background)
Overview
We are seeking a detail-oriented and highly organized Administrative Assistant with a strong understanding of financial processes. This role combines administrative support with financial coordination, making it ideal for someone who is comfortable working with financial documents, managing workflows, and communicating with clients.
Key Responsibilities
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Inbox & Workflow Management
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Monitor and manage shared inboxes
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Draft, proofread, and respond to client emails
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Categorize and prioritize incoming emails to identify urgent matters that require immediate executive attention versus those that can be delegated, routed to other teams, or addressed at a later time
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Organize incoming requests and ensure timely task delegation and completion
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Administrative Support
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Review and analyze incoming financial statements
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Assist with real estate research and data entry in specialized systems
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Maintain organized digital filing systems
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CRM & Task Management
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Set up and maintain CRM or project management tools (e.g., Microsoft Planner, Asana)
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Track project progress, deadlines, and task ownership
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Ensure accuracy and consistency of data across systems
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Client Communication
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Serve as a point of contact for clients via email and phone
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Follow up on outstanding items, including invoices and document requests
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Maintain professional and timely communication at all times
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Qualifications
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Proven experience in an administrative or operations support role
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Background in finance, accounting, or a related field
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Ability to read and understand financial statements
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Strong organizational skills and attention to detail
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Excellent written and verbal communication skills
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Ability to manage multiple tasks and prioritize effectively in a fast-paced environment
Technical Skills
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Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
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Experience with PDF tools such as Foxit
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Familiarity with CRM or task management platforms (e.g., Microsoft Planner, Asana)
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Work Setup
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Remote role
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Full-time position with standard US Pacific business hours
Benefits
- health insurance reimbursement from first day of engagement
- PTO and birthday leaveĀ (upon successful completion of the probationary period)
- full remote, fixed weekends off, 6 US holidays