Remote Financial & Executive Assistant (30h/wk, Flexible)

JFS and Associates; Birmingham (MI); Hybrid; USD 65,000 - 75,000; Full time

Job summary

Sanford Rose Associates - JFSPartners is seeking a Financial/Executive Assistant for a family office in Birmingham, MI. This direct-hire role combines financial responsibilities with executive support and administrative duties, offering a flexible 30-hour week with remote work and 2-3 in-office days monthly.

The ideal candidate has 7-10 years of bookkeeping and financial experience, strong confidentiality, and proficiency in Excel and QuickBooks.

Qualifications

• 7–10 years of full-charge financial/bookkeeping experience in a professional environment.
• 4+ years in an executive/administrative role such as EA or Office Manager.
• BA degree preferred but not required.
• Strong Excel skills including Pivot Tables and VLOOKUP.
• Discretion with confidential financial and business matters.
• Ability to work independently with minimal supervision.
• Strong prioritization and deadline management.
• Effective communication with all levels of management and external partners.

Responsibilities

• Manage and maintain family office accounting and financial records.
• Perform monthly reconciliations (bank, credit card, accounts).
• Handle all expenses, AP, AR, and billing.
• Prepare invoices and process payments.
• Maintain accurate financial records across entities.
• Create spreadsheets to track finances, budgeting, and reporting.
• Prepare financials and leadership reports.
• Track future financial commitments, extensions and expenses.
• Coordinate with outside professionals for accounting, finance, and legal needs.
• Manage electronic filing and documentation.
• Assist with ad hoc projects.

Skills

Financial / bookkeeping

Executive support

Confidentiality

BA preferred

Excel proficiency

QuickBooks

Independent work

Prioritization

Communication

Education

Bachelor's degree preferred

Tools

QuickBooks ProAdvisor

Job description

Sanford Rose Associates - JFSPartners is seeking a Financial/Executive Assistant for a family office in Birmingham, MI. This direct-hire role combines financial responsibilities with executive support and administrative duties, offering a flexible 30-hour week with remote work and 2-3 in-office days monthly.

The ideal candidate has 7-10 years of bookkeeping and financial experience, strong confidentiality, and proficiency in Excel and QuickBooks.