Freelance Executive Assistant, Finance & Bookkeeping Experience

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JamPot

WebsiteLinkedInAll Job Openings

11 - 50 employees

🤝 B2B

🎯 Recruiter

⚡ Productivity

B2B • Recruitment • Productivity

JamPot is a company that offers flexible, on-demand business support services by providing access to a wide network of highly qualified freelancers. Businesses can hire specialists for various functions such as finance, legal, marketing, web development, human resources, and more. JamPot's unique approach allows companies to pay for only what they need, offering scalable support to adapt to growing business demands. By rigorously vetting their freelancers, JamPot ensures quality and efficiency, enabling businesses to focus more on their core operations while saving time and costs associated with traditional recruitment.

📋 Description

• Manage calendars and schedule meetings and appointments for clients • Coordinate domestic and international travel arrangements and accommodations • Prepare and edit documents reports presentations and correspondence • Manage email inboxes and handle phone calls and other communications • Organize and maintain files records databases and confidential information • Assist in preparing meeting agendas record meeting minutes and track action items • Perform bookkeeping and finance support tasks including invoice processing accounts payable accounts receivable expense management bank reconciliations and financial record keeping • Maintain and update financial records using accounting software such as Xero QuickBooks or similar platforms • Assist with budget tracking financial reporting and other finance related administrative tasks as required • Collaborate with clients accountants and internal stakeholders to ensure accurate and timely financial processes • Collaborate with team members to ensure efficient workflows and operational excellence • Arrange and coordinate meetings events conferences and client engagements • Respond to and manage client requests including ad hoc tasks with professionalism discretion and attention to detail • Perform other administrative and operational support tasks as required

🎯 Requirements

• Experience using AI tools like ChatGPT Claude and Gemini • Prompt writing and optimization • Ability to automate workflows using Zapier Make or similar platforms • Experience using AI for: • - Research • - Summarization • - Email drafting • - Task management • Hands on bookkeeping and finance support experience • Proficiency using accounting software such as Xero QuickBooks Sage or similar financial platforms • Experience managing accounts payable accounts receivable invoicing expense tracking bank reconciliations or other bookkeeping tasks • Experience working in a fractional freelance or contract based role • Exceptional organizational and time management skills • Excellent communication and interpersonal abilities • Proficient in Microsoft Office Google Workspace and cloud based business applications • Ability to multitask and prioritize tasks effectively • Strong attention to detail and accuracy • High degree of professionalism and confidentiality • Ability to work independently and remotely • Flexible schedule and availability • Demonstrated experience supporting multiple executives or clients simultaneously • Experience with project management tools • Familiarity with video conferencing and online collaboration tools • Knowledge of office management systems and procedures • Experience working with high net worth individuals is preferred but not essential • Experience working with Family Offices is preferred but not essential • Experience working with business leaders is preferred but not essential • Flexible to occasionally meet clients in person if requested • Knowledge of emerging AI software tools models and methodologies that enhance executive support and operational efficiency

🏖️ Benefits

• You will be working as a contractor under the The People Group company name, therefore you are not a direct employee and only work as a contractor for our business. • The benefit of this structure means, all of our clients sign contracts directly with The People Group and not you as the Contractor, therefore you are protected as a remote contractor as The People Group take cares of the client service side of the function.