VirtueStaff is seeking a skilled Bookkeeper / Executive Assistant to manage administrative workflows, phone communications, and financial record keeping for an electrical trades company. This dual-function role provides daily executive support to business leadership while maintaining financial accounts, executing bookkeeping tasks, managing inbound client calls, and leveraging CRM and accounting platforms to keep business operations structured and efficient.
Responsibilities
- Provide comprehensive executive administrative support, including schedule management, calendar coordination, and task tracking.
- Serve as the primary point of contact for inbound phone inquiries, managing client communications with professionalism.
- Execute day-to-day bookkeeping workflows, account reconciliations, and financial record maintenance within QuickBooks.
- Utilize Infusionsoft (Keap) to manage client database records, communication workflows, and administrative task tracking.
- Perform general office administration, data entry, and record keeping to streamline daily operations.
Requirements
- Proven experience in executive assistance, office administration, and U.S. bookkeeping within the trades or home services industry.
- Hands-on proficiency with QuickBooks for bookkeeping and financial management.
- Experience or familiarity with Infusionsoft (Keap) for client and workflow management.
- Native-level English verbal and written communication skills with strong telephone etiquette.
- Exceptional organizational skills, high attention to detail, and ability to balance administrative duties alongside financial management.
Benefits
- Work From Home
- Performance Bonus
United States
Canada