Executive Assistant

• Monitor and organize the owner's business inbox
• Identify and prioritize urgent emails, outstanding communications, pending responses, and follow-ups
• Draft or send routine email responses when authorized
• Provide general administrative and executive support across varied business tasks
• Maintain accurate records, trackers, and digital documentation
• Manage assigned tasks, follow-ups, and deadlines
• Follow established workflows and procedures
• Organize information and coordinate routine operational activities
• Identify missing information, potential issues, and process improvement opportunities
• Monitor client account inboxes and identify incoming supplier invoices
• Forward invoices to bookkeeping software using established procedures
• Maintain organized financial-document handling processes
• Perform basic Xero and finance administration, including statement reviews, remittance updates, transaction cross-checking, and reconciliation-related tasks
• Identify discrepancies and escalate them for review
• Monitor client identification records, expiration dates, risk assessments, and compliance deadlines
• Maintain compliance records and administrative trackers
• Follow AML and client-administration procedures
• Handle confidential client and financial information responsibly
• Assist with additional executive, administrative, and practice-support tasks
• Learn new software, systems, and internal procedures
• Provide timely updates on progress, outstanding items, and potential issues

Explore Administrative & Executive Assistant – Part-Time at 20four7VA. Review requirements and application details.

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