This is a remote position.
Job Highlights
Contract: Independent Contractor
Schedule: 20+ hours per week, flexible within client business hours
Client Timezone: Pacific Time (California)
Job Description
You’ll step into a crucial support role for a respected family office, working directly with a licensed CPA who believes in developing talent and providing clear guidance. This is your opportunity to gain hands-on experience in financial services while supporting established processes and systems. You’ll be covering for a team member on extended leave, with the potential to grow into a permanent full-time position as the business expands their remote team operations.
Responsibilities
- Manage email communications and coordinate scheduling with business executives and clients
- Transfer and organize financial data from PDF documents into Excel spreadsheets
- Conduct financial analysis and support data processing initiatives
- Maintain and nurture client relationships through regular communication touchpoints
- Coordinate administrative tasks across multiple company entities
- Support general family office operations with established processes and procedures
- Handle occasional client phone calls for scheduling and relationship maintenance
- Collaborate with IT support team for seamless system integration and setup
Requirements
- Bachelor’s degree in accounting, finance, or related field
- 3-5 years of experience in accounting, finance, or administrative support roles
- Strong proficiency in Microsoft Excel for data analysis and manipulation
- Experience with PDF management and data extraction processes
- Solid knowledge of email management and Microsoft Outlook
- Excellent written and verbal communication skills for client interaction
- Ability to work independently while following established procedures
- Bonus if you have experience working with accounting firms or family offices
Benefits
Independent Contractor Perks
- Permanent work from home
- Immediate hiring
- Steady freelance job
Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.
ZR_29054_JOB
