Job Description

Executive Assistant - Bookkeeping

Privately held Charlotte corporate office is seeking a detail-oriented Executive Assistant Bookkeeper to support their CEO with personal and bookkeeping support. You will have diverse responsibilities from administrative, bookkeeping, along with supporting calendar management and arranging travel. This is a great opportunity to join a family focused company. Salary up $70K excellent benefits, convenient location surrounded by many amenities.

Key Responsibilities:

• Supporting the administrative needs for the CEO ...Preparing correspondence and reports
• Managing emails and communicating with the CEO of meeting changes, etc.
• Managing calendars and arranging travel (both business and personal)
• Manage personal bookkeeping: track income and expenses, reconcile accounts, handle bill payments, and prepare monthly reports
• Assist with accounting for investment entities: record transactions, track contributions/distributions, and maintain investment schedules

Qualifications & Skills:

• Bachelor’s degree preferred
• Great Communication skills both written and verbal
• Familiarity with intercompany transactions and personal bookkeeping
• Proficiency in Microsoft Excel and strong organizational skills
• Ability to manage multiple tasks, meet deadlines, and work collaboratively

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