Personal Assistant

This is a fully remote position, open to applicants in Colorado.

📋 Description

• Create and produce a variety of financial documents, such as bills, receipts, and invoices.

• Regularly maintain and update databases and records, organizing filing systems as necessary.

• Process and oversee incoming and outgoing payments, ensuring accurate coding for each transaction.

• Review and confirm the accuracy of financial records.

• Conduct account reconciliations and audits when required or upon request.

• Report any financial discrepancies or concerns to senior management.

• Provide customer assistance via phone, email, or in-person by addressing inquiries and resolving issues.

• Prepare management reports on a [weekly/monthly/quarterly] basis or as requested.

• Offer administrative support to the finance department, which includes answering phone calls, responding to emails, and preparing for meetings.

⛳️ Requirements

• A minimum of [2+] years of experience as a finance clerk or in a comparable position.

• High school diploma or equivalent is mandatory.

• An AA/AS degree or higher in accounting, finance, or a related field is preferred.

• CPA certification is preferred.

• Familiarity with best practices in accounting or bookkeeping.

• Proficient in Microsoft Office Suite and accounting software, including QuickBooks.

• Strong mathematical and analytical abilities.

• Excellent verbal and written communication skills.

• Outstanding organizational and time management skills while managing multiple tasks.

• Demonstrate integrity when working independently and collaboratively within a team.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Opportunities for professional development and career advancement.

• Comprehensive health, dental, and vision insurance.

• Flexible work schedule and remote work options.

• A supportive and collaborative work environment.