Executive Assistant to Chief Executive Officer

Executive Assistant to the CEO (with Accounting & Bookkeeping Responsibilities)

Base pay range :

$65,000.00 / yr - $75,000.00 / yr

Overview

We are seeking an exceptionally organized, resourceful, and financially savvy Executive Assistant to the CEO. This role blends high-level executive support with hands-on accounting and bookkeeping responsibilities, making it ideal for someone who thrives at the intersection of operations, finance, and administration. The ideal candidate will bring professionalism, discretion, and an understanding of accounting principles, ensuring the CEO’s office runs with efficiency, accuracy, and foresight.

If you have seen the show Suits, think Donna Paulsen.

Key Responsibilities

Executive Support

Serve as the right hand to the CEO, managing a dynamic schedule, travel, correspondence, and high-level priorities.

Anticipate needs and proactively manage logistics, ensuring the CEO is fully briefed and prepared for all upcoming meetings and events.

Proactively manage special projects as directed by the CEO.

Create and maintain Excel Spreadsheets for all capital placements and distributions.

Prepare monthly investment invoices, ensure receipt of payments.

Maintain the firm's Investment Portal, ensuring updates are timely and accurate.

Manage bank responsibilities to include setting up wires and ACHs.

Qualifications

Education : Associate or bachelor’s degree in accounting, Finance, Business Administration, or related field preferred.

Experience : Minimum of 5 years supporting a CEO or senior executive within the professional services sector.

Minimum 2–3 years of accounting / bookkeeping experience.

Exceptional organizational skills with an ability to manage competing priorities and meet tight deadlines.

High degree of discretion, judgment, and emotional intelligence.

Advanced proficiency in Microsoft Office Suite (particularly Excel, Outlook, and PowerPoint) and accounting software.

Excellent written and verbal communication skills.

Proactive mindset with an ability to anticipate needs and streamline processes.

This is a full-time, in-office position, located in Miami. Salary range is 65k to 75k.

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