Finance Administrative Assistant

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November 11

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Join OurAssistants

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Recruitment • B2B

Join OurAssistants is a remote staffing and virtual assistant services company that connects businesses with hand-vetted, top 1% remote talent. The company focuses on recruiting, onboarding, and providing ongoing support for Virtual Assistants skilled in areas such as property management, real estate support, legal support, finance, engineering, and construction tech, leveraging AI-driven screening and virtual onboarding to reduce time-to-hire and improve retention. Join OurAssistants serves companies across industries seeking scalable, efficient remote teams to handle administrative, specialized, and operational tasks.

11 - 50 employees

🎯 Recruiter

🤝 B2B

📋 Description

• Review upcoming schedules and provide a morning overview • Manage calendars — confirm or adjust meetings, send reminders, and protect focus time • Triage inboxes — flag urgent items, draft responses, and organize emails • Enter daily transactions and receipts in QuickBooks Online and reconcile accounts • Maintain task dashboards and send end-of-day summaries highlighting completed and pending items • Prepare a one-page financial summary (cash flow, income vs. expenses, pending invoices) • Reconcile bank and credit card accounts • Organize and update files and shared folders consistently • Update CRM/contact lists and set reminders for follow-ups or important dates • Create briefing notes for meetings and draft talking points as needed • Support ongoing projects through checklist maintenance and basic research • Generate financial dashboards and charts for reporting and presentations • Identify financial trends or anomalies for discussion • Compile project updates into high-level summaries for leadership • Conduct monthly file and system audits to ensure organized records • Track professional milestones and maintain documentation for reviews or reports

🎯 Requirements

• At least 2 years of administrative or executive support experience • Strong skills in QuickBooks Online, Google Workspace, and Microsoft Office • Excellent communication and organizational abilities • Detail-oriented with strong time management and multitasking skills • Experience in financial tracking, reporting, and scheduling coordination • Familiarity with CRM systems and project management tools (Asana, ClickUp, Notion) is a plus.

🏖️ Benefits

• Competitive salary based on experience • Permanent remote setup • Growth opportunities and professional training • Supportive and collaborative work culture