Administrative Assistant Bookkeeper

Michael Aaron Staffing, LLC; Miami (FL); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Michael Aaron Staffing, LLC is seeking a professional Personal Assistant & Bookkeeper to manage both administrative and financial tasks for the CEO and family office. The role requires discretion, proactive organization, and reliable handling of confidential information.

Responsibilities include calendar management, travel planning, meetings, and coordinating property-related payments. Proficiency in QuickBooks and Excel is essential, with experience in law firm or family-office settings

Formación

• 3+ years of experience in personal assistance or a related role.
• Strong bookkeeping skills including reconciliations and expense tracking.
• Experience supporting a CEO, attorney, high-net-worth individual, or family office is highly desirable.

Responsabilidades

• Manage the CEO’s calendar, travel, appointments, and personal commitments.
• Coordinate meetings, reservations, and family activities.
• Handle correspondence, phone calls, documents, and follow-up items.
• Manage portfolio of properties, vendors, and family office needs.
• Maintain organized financial records and cash flow tracking.
• Reconcile bank, credit card, and investment statements; assist with tax prep.

Conocimientos

Executive & Personal Assistance

Bookkeeping

Proficiency in QuickBooks

Excel

Discretion & confidentiality

Communication skills

Herramientas

QuickBooks

Excel

Practice management software

Financial software

Descripción del empleo

Professional Personal Assistant & Bookkeeper needed to manage the administrative and financial needs of his business ventures and personal family office. This individual will serve as a trusted partner, overseeing daily administrative responsibilities, personal financial recordkeeping, bill payments, scheduling, insurance, and property management. The ideal candidate is proactive, discreet, resourceful, and comfortable managing confidential business and personal information.

• Executive & Personal Assistance
• Manage the CEO’s calendar, appointments, travel arrangements, and personal commitments.
• Coordinate meetings, reservations, and personal and family activities.
• Handle correspondence, phone calls, document preparation, and follow-up items.
• Manage portfolio of properties, household vendors, service providers, and other family office needs.
• Maintain organized records, files, and important personal documents.
• Manage bookkeeping for the family office and personal financial activities.
• Process invoices, pay bills, manage recurring payments, and track expenses.
• Reconcile bank, credit card, and investment-related statements.
• Maintain accurate financial records, spreadsheets, and cash flow tracking.
• Coordinate with CPAs, financial advisors, banks, attorneys, and other outside professionals.
• Assist with tax preparation by organizing financial documents and supporting schedules.
• Monitor due dates, maintain payment records, and prepare financial summaries as needed.
• Family Office & Household Management
• Coordinate property-related payments, insurance renewals, and vendor contracts.
• Track budgets and expenses across personal accounts and properties, as applicable.
• Assist with special projects, family events, and other personal financial or administrative matters.
• Maintain strict confidentiality regarding family finances, business affairs, and personal information.

Qualifications

• 3+ years of experience in personal assistance, working in a law firm, executive support, bookkeeping, or a similar role.
• Strong bookkeeping skills, including reconciliations, expense tracking, and accounts payable.
• Proficiency in QuickBooks, Excel, law firm practice management software, and common financial software.
• Exceptional organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities independently and anticipate needs.
• High level of integrity, discretion, and professionalism.
• Experience supporting a CEO, attorney, high-net-worth individual, or family office is highly desirable.