Executive Assistant

Talentify; Skokie (IL); On-site; USD 55,000 - 75,000; Full time

Job summary

Talentify is seeking an Executive Assistant with a strong attitude and some finance or bookkeeping experience to support the principals daily. You will handle cash management, bookkeeping tasks, and various special projects, requiring excellent organizational and communication skills.

The role involves tracking financial activity, preparing statements, and assisting with legal paperwork and general office duties as needed. A proactive, professional approach is essential for success.

Qualifications

• Experience with cash management or bookkeeping is required.
• Professional attitude and adaptability.
• Excellent communication skills are essential.
• Must be organized and detail-oriented.

Responsibilities

• Process checks, transfers and wires for personal and business expenses.
• Monitor and track charity requests, receipts and bank activity.
• Reconcile bank/investment accounts monthly and track financial activity.
• Compile and summarize topics on request; work on special projects for principals.

Skills

Cash management

Bookkeeping

Finance

Communication

Organization

Excel

Outlook

Word

Tools

Quicken/QuickBooks

Excel

Word

Outlook

Job description

About the Job

We are a rapidly growing company, looking for an Executive Assistant. The ideal candidate will have a great attitude, some experience with finance or bookkeeping, and a willingness to take on new challenges on a daily basis.

Cash Management

• Process checks, transfers, and wires as needed for personal and business expenses
• Manage charity requests and receipts and track accordingly
• Monitor personal bank accounts activity

Financial Recordkeeping

• Reconcile bank and investment accounts monthly
• Track investments, loans, and other financial activity in both spreadsheets and personal accounting software (Quicken, Quickbooks, or other tbd)
• Work on personal financial statement semi-annually. Gather information and compile with financial team.

Research, analyze and summarize various topics upon request

Special projects for the principals and the rest of the executive team. For example, depending on skill set you may:

• Assist the office manager with tracking/follow up for technology requests and troubleshooting,
• Help our in-house attorneys with legal paperwork including applications, certifications, LLC renewals
• Assist with general office organization

Qualities

• Is extremely professional with a great attitude
• Has experienced in cash management or bookkeeping
• Excellent communication skills
• Organized and able to maintain detailed files
• Flexible, and enjoys taking on different tasks of all types
• Software: Excel, Word, Outlook.

Longterm Health Management Services never requests or sends money, payment transfers, direct deposit, or Social Security Number (SSN) information as part of their recruitment process.