Executive Assistant & Bookkeeper (Personal & Business)

About the role

We are looking for a highly organized Executive Assistant/Bookkeeper to support the personal affairs of a private individual and the daily financial and administrative operations of Sagelane Autospa & Carwash. The role blends personal assistance, bookkeeping, and business administration, requiring discretion, strong financial acumen, and excellent organizational skills.

Key responsibilities

• Manage personal calendars, appointments, travel arrangements, and day‑to‑day personal tasks.
• Handle personal correspondence, coordinate with banks, advisors, and service providers, and maintain confidential files.
• Record, track, and reconcile personal financial transactions, including expenses, investments, and income; oversee bill payments and support tax documentation.
• Process accounts payable and receivable for the business, review vendor invoices, issue ACH payments, and follow up on outstanding client invoices.
• Track invoicing, work orders, and reconcile billing records across serviced properties.
• Liaise with the external accounting firm for monthly financial statements and general ledger reviews.
• Maintain business insurance documentation and assist with insurance and vendor communications.
• Support business development by maintaining a pipeline of leads, logging outreach, and preparing status updates.

Required profile

• Bachelor’s degree in Business Administration, Accounting, or a related field preferred.
• Proven experience in executive assistance, bookkeeping, or similar administrative roles, preferably in a fast‑paced environment.
• Exceptional attention to detail, strong organizational abilities, and the capacity to handle multiple priorities.
• High level of discretion and ability to maintain confidentiality of personal and financial information.

Required skills

• Proficiency in standard accounting practices and financial reconciliation.
• Strong written and verbal communication skills.
• Ability to use office productivity software (e.g., Microsoft Office, spreadsheet tools).