This is a remote position.
Schedule: Monday to Friday, 9:00 AM to 6:00 PM EST
Break: 1-hour unpaid break
Total Weekly Hours: 40 hours
Our client is seeking a proactive and detail-oriented Financial Administrative Assistant to support their team with both operational and administrative tasks during a major CRM transition and internal systems enhancement.
The ideal candidate is organized, tech-savvy, and eager to take ownership of key processes in a growing business environment. The role will initially focus on updating SOPs and bookkeeping and will later evolve into managing and optimizing internal marketing and operations reporting.
Responsibilities
Review, update, and organize Standard Operating Procedures (SOPs) during the CRM transition
Handle bookkeeping tasks including expense tracking, invoice management, and maintaining accurate financial records
Support reporting, data analysis, and process optimization once the CRM and SOP updates are complete
Maintain clear and accurate documentation of workflows and procedural changes
Collaborate with management to identify and implement process improvements for greater efficiency
Requirements
Strong attention to detail and excellent organizational skills
Experience in bookkeeping or basic accounting
Proficiency with Google Workspace (Docs, Sheets, Drive)
Ability to follow and update SOPs accurately
Comfortable learning and adapting to new CRM or software tools
Good written and verbal English communication skills
Ability to work independently and stay organized in a remote setting
Nice to Have
Experience in marketing or operations support
Familiarity with CRM systems (e.g., HubSpot, Pipedrive, Zoho, etc.)
Previous experience supporting small businesses or startups
Independent Contractor Perks
ZR_29109_JOB 