Executive Assistant-Financial Operations Remoto (Inglés (Bogotá)

Executive Assistant-Financial Operations Remoto (Inglés (Bogotá)

27 may
|
Solvo Global Careers
|
Bogotá

27 may

Solvo Global Careers

Bogotá

About the RoleWe are seeking a proactive, highly organized, and detail-oriented Executive Assistant to support the owner of a growing tax consulting and financial services firm.This is a client-facing and operations-driven role, where you will play a key role in managing daily workflows, supporting financial processes, and serving as a point of contact for clients.Key ResponsibilitiesManage executive calendar, schedule meetings, and coordinate appointmentsHandle inbound and outbound client communication (calls, emails, messages)Serve as the primary point of contact for clientsSupport client onboarding and document collectionPrepare and send professional emails, proposals, and communicationsAssist with invoicing, payment follow-ups,



and basic bookkeeping tasksMaintain accurate records in CRM and internal systemsUse tools like QuickBooks and internal software for trackingScreen and qualify client inquiries before escalationSupport workflow organization and process efficiencyRequirements1+ year of experience as:Executive AssistantAdministrative AssistantCustomer-facing administrative rolesStrong organizational and multitasking skillsHigh attention to detail and ability to follow processesExperience working in fast-paced environmentsReliable internet and remote workspaceNice to HaveBasic accounting knowledge (invoicing, debits/credits)Experience with QuickBooks or similar toolsExperience supporting U.S.-based clients#J-*****-Ljbffr

📌 Executive Assistant-Financial Operations Remoto (Inglés (Bogotá)
🏢 Solvo Global Careers
📍 Bogotá

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