Executive Assistant, Bookkeeping – Administration

Assist World

Executive Assistant providing administrative support at a private investment firm. Managing executive schedules and handling sensitive information for high-net-worth clients.

Posted 7/30/2026part-timeRemote • 🇵🇭 PhilippinesMid-LevelSenior💰 $400 - $600 per monthWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational skills and attention to detail while managing executive calendars and communications. Proficient in basic bookkeeping and CRM management, ensuring confidentiality and professionalism in handling sensitive information.

Highest-signal resume keywords

Executive Assistant ExperienceMicrosoft Excel ProficiencyQuickBooks FamiliarityBasic Bookkeeping SkillsExcellent Written And Verbal Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Calendar ManagementCRM ManagementBasic BookkeepingInvoice ProcessingReport PreparationSpreadsheet Maintenance

Soft Skills

Highly OrganisedAttention To DetailProactiveTrustworthyDiscreet

Tools & Technologies

Microsoft WordMicrosoft PowerPointQuickBooks

Industry Keywords

Administrative SupportClient CommunicationConfidential Information Handling

About the role

Key responsibilities & impact

Manage two executive email inboxes and calendars
Schedule meetings, lunches and follow-up appointments
Update and maintain our CRM (currently Excel-based)
Track client communications and proactively remind directors of follow-ups
Process and organise invoices
Carry out basic bookkeeping using QuickBooks
Maintain spreadsheets and prepare reports and presentations
General administrative support to two business partners
Handle confidential financial and client information with professionalism

Requirements

What you’ll need

Highly organised with excellent attention to detail
Experienced as an Executive Assistant, Virtual Assistant or Administrative Assistant
Comfortable using Microsoft Excel, Word and PowerPoint
Familiar with QuickBooks and basic bookkeeping principles
Proactive and able to work independently
An excellent written and verbal communicator
Trustworthy, discreet and able to maintain strict confidentiality
Comfortable managing multiple priorities and meeting deadlines

Benefits

Comp & perks

100% REMOTE
$50 birthday bonus
$200 testimonial bonus