Postúlate en Kit Empleo: kitempleo.com.co/empleo/1b2ldh

Executive Assistant – Tax & Accounting (Remote)

Location:
Colombia (100% Remote)

Schedule:
Monday to Friday, 9:00 AM – 5:00 PM EST

Industry:
Financial Services / Tax Consulting

About the Role

We 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 Responsibilities
- Manage executive calendar, schedule meetings, and coordinate appointments
- Handle inbound and outbound client communication (calls, emails, messages)
- Serve as the
primary point of contact for clients
- Support client onboarding and document collection
- Prepare and send professional emails, proposals, and communications
- Assist with
invoicing, payment follow-ups, and basic bookkeeping tasks




- Maintain accurate records in CRM and internal systems
- Use tools like
Quick

Books
and internal software for tracking
- Screen and qualify client inquiries before escalation
- Support workflow organization and process efficiency

Requirements
- 1+ year of experience as:
- Executive Assistant
- Administrative Assistant
- Customer-facing administrative roles
- Strong
English communication skills (B2+/C1 required)
- Strong organizational and multitasking skills
- High attention to detail and ability to follow processes
- Experience working in fast-paced environments
- Reliable internet and remote workspace

Nice to Have
- Basic accounting knowledge (invoicing, debits/credits)
- Experience with
Quick

Books or similar tools
- Experience supporting U.S.-based clients
- Familiarity with CRM systems

Postúlate en Kit Empleo: kitempleo.com.co/empleo/1b2ldh

📌 Executive Assistant-Financial Operations REMOTO (Bogotá) (Colombia)
🏢 Importante grupo
📍 Colombia