Executive Assistant and Operations Coordinator Part-Time, Northeast Ohio Preferred, Remote OK

Krsbooks; Tiffin (OH); Hybrid; USD 34,440; Part time

Job summary

A bookkeeping service in Ohio is seeking a proactive Executive Assistant and Operations Coordinator. This part-time role involves managing tasks, assisting with financial administrations, and supporting onboarding processes. Ideal candidates should possess strong organizational skills, effective communication abilities, and proficiency in Microsoft Office. This position offers remote flexibility, starting at $25/hour, with the potential for full-time hours.

Qualifications

• Proven experience in a similar role.
• Strong organizational and multitasking abilities.
• Excellent communication skills, both written and verbal.
• Proficiency in handling financial transactions and basic accounting principles.
• Ability to work independently and prioritize tasks effectively.
• US-based with flexibility for remote work.

Responsibilities

• Expedite and monitor tasks to ensure deadlines are met.
• Pull bank transactions monthly for financial record-keeping.
• Assist with onboarding new team members and clients.
• Monitor and respond to emails, prioritizing urgent matters.
• Provide assistance with marketing materials.
• Prepare and distribute 1099 forms to contractors.
• Draft and finalize contracts and proposals for new clients.
• Communicate with clients regarding financial matters.
• Create action items and follow-ups from meeting notes.

Skills

Organizational skills

Communication skills

Financial transactions handling

Task prioritization

Proficiency in Microsoft Office Suite

Tools

ClickUp

Google Business Suite

CRM software

Job description

Now booking for October 2025 - schedule a call today to get started!

Executive Assistant and Operations Coordinator

Part-Time, Northeast Ohio Preferred, Remote OK

Job Description:

We are seeking a detail-oriented and proactive Executive Assistant and Operations Coordinator to support our team in expediting and monitoring tasks, ensuring efficient task management, and assisting with various administrative and operational tasks. This position is a remote W-2 role, initially part-time with potential for full-time hours, starting at $25/hour. Preference will be given to candidates based in Northeast Ohio.

Responsibilities:

• Task Management: Expedite and monitor upcoming and overdue tasks, ensuring deadlines are met and priorities are managed effectively.
• Financial Administration: Pull bank transactions for bookkeepers on a monthly basis to support financial record-keeping and reporting.
• Onboarding Support: Assist with onboarding new team members and clients, ensuring all necessary information and documents are collected and processed efficiently.
• Email Management: Monitor and respond to emails, prioritizing urgent matters and managing correspondence effectively.
• Marketing Support: Provide assistance with the creation of marketing materials, ensuring consistency and accuracy in branding and messaging.
• Year-End 1099 Processing: Lead efforts in preparing and distributing 1099 forms to contractors at year-end, ensuring compliance with tax regulations.
• Contract and Proposal Creation: Draft and finalize contracts and proposals for new clients, collaborating with team members to ensure accuracy and completeness.
• Client Communication: Communicate with clients regarding open bank reconciliation items and other financial matters, ensuring clear and timely responses.
• Meeting Support: Create action items and follow-ups from meeting notes, ensuring that tasks are assigned and completed as needed. Meet with clients as needed.

Requirements:

• Proven experience in a similar role, with strong organizational and multitasking abilities.
• Excellent communication skills, both written and verbal, with a keen attention to detail.
• Proficiency in handling financial transactions and basic accounting principles.
• Ability to work independently and prioritize tasks effectively.
• Proficiency in Microsoft Office Suite, ClickUp, Google Business Suite and familiarity with CRM software is a plus.
• US-based with flexibility for remote work and availability during US business hours.
• Some experience with Property management and/or bookkeeping is a major plus

This role offers an exciting opportunity to join a dynamic team and contribute to the operational efficiency and success of our organization. If you thrive in a fast-paced environment and enjoy taking on diverse responsibilities, we encourage you to apply.

Get in Touch Today!

We're always here to help you streamline your bookkeeping needs. Whether you have a quick question, need more information about our services, or are ready to get started, our team is standing by to assist you. To get in touch, fill out our contact form and schedule a consultation call at your convenience!