JamPot

Executive Assistant

• Provide executive support to clients remotely
• Assist with project coordination, operations, customer communication, and marketing
• Match opportunities with clients based on skills and availability

Bookkeeper

• Support executives remotely and assist with bookkeeping or financial administration tasks
• Match with clients based on experience and availability
• Ensure availability for at least 10 hours per week across U.S. time zones

Fractional Executive Assistant, Bookkeeping Experience Preferred

Chief Marketing Officer

• Support executives with various tasks as needed
• Assist with marketing-related duties when required
• Match with opportunities that align with your experience
• Collaborate with clients in a flexible, client-focused environment

Fractional Executive Assistant, Marketing Experience Preferred

• Manage calendars and schedule meetings and appointments for clients
• Coordinate domestic and international travel arrangements and accommodations
• Prepare and edit documents reports presentations and correspondence
• Manage email inboxes and handle phone calls and other communications
• Organize and maintain files records databases and confidential information
• Assist in preparing meeting agendas record meeting minutes and track action items
• Support marketing initiatives including email campaigns social media scheduling and content coordination
• Maintain and update CRM systems ensuring accurate customer and lead records
• Assist with marketing research competitor analysis and campaign reporting
• Coordinate marketing assets promotional materials and event logistics
• Perform bookkeeping and finance support tasks including invoice processing accounts payable accounts receivable expense management bank reconciliations and financial record keeping
• Maintain and update financial records using accounting software such as Xero QuickBooks or similar platforms
• Assist with budget tracking financial reporting and other finance related administrative tasks as required
• Collaborate with clients accountants marketing vendors and internal stakeholders to ensure smooth business operations
• Collaborate with team members to ensure efficient workflows and operational excellence
• Arrange and coordinate meetings events conferences webinars and client engagements
• Respond to and manage client requests including ad hoc tasks with professionalism discretion and attention to detail
• Perform other administrative and operational support tasks as required

Executive Assistant – Marketing, Bookkeeping Experience

• Manage calendars and schedule meetings and appointments for clients
• Coordinate domestic and international travel arrangements and accommodations
• Prepare and edit documents reports presentations and correspondence
• Manage email inboxes and handle phone calls and other communications
• Organize and maintain files records databases and confidential information
• Assist in preparing meeting agendas record meeting minutes and track action items
• Perform bookkeeping and finance support tasks including invoice processing accounts payable accounts receivable expense management bank reconciliations and financial record keeping
• Maintain and update financial records using accounting software such as Xero QuickBooks or similar platforms
• Assist with budget tracking financial reporting and other finance related administrative tasks as required
• Collaborate with clients accountants and internal stakeholders to ensure accurate and timely financial processes
• Collaborate with team members to ensure efficient workflows and operational excellence
• Arrange and coordinate meetings events conferences and client engagements
• Respond to and manage client requests including ad hoc tasks with professionalism discretion and attention to detail
• Perform other administrative and operational support tasks as required

Freelance Executive Assistant, Finance & Bookkeeping Experience

Financial Planning and Analysis

• Serve as a trusted Executive Assistant supporting leadership with day to day administrative, operational and finance related activities.
• Manage complex calendars, schedule meetings, coordinate appointments and handle executive communications in a fast paced remote environment.
• Assist with finance related tasks including expense tracking, invoice management, budgeting support, financial reporting coordination and record keeping.
• Coordinate meetings and communications with internal teams, external partners and stakeholders while maintaining organized workflows and documentation.
• Support project coordination, task tracking and follow up on key initiatives to ensure deadlines and priorities are met.
• Conduct research, prepare reports, meeting summaries and presentations to support executive decision making.
• Utilize tools such as ChatGPT, Claude AI and other productivity platforms to improve efficiency and streamline administrative processes.
• Maintain accurate records, organize business documents and ensure confidential information is handled with discretion.
• Assist with process improvements, workflow optimization and operational support across various business functions.
• Monitor action items, manage priorities and provide proactive support to help executives stay organized and focused on strategic objectives.
• Support travel planning, event coordination and other executive assistance responsibilities as needed.
• Adapt to changing priorities and work independently while maintaining a high level of professionalism, accountability and attention to detail.

Executive Assistant, Finance Experience

• Manage complex calendars, schedule meetings, and coordinate appointments across multiple time zones.
• Coordinate domestic and international travel arrangements, including flights, accommodations, itineraries, and expense tracking.
• Prepare, edit, and organize professional documents, reports, presentations, and executive communications.
• Serve as the primary point of contact for internal and external stakeholders, managing emails, calls, and correspondence with professionalism and discretion.
• Organize and maintain digital files, records, project documentation, and company databases.
• Assist in preparing meeting agendas, documenting action items, and tracking follow-ups to ensure timely completion.
• Support project coordination by monitoring priorities, deadlines, and key deliverables across business and technical initiatives.
• Collaborate with cross-functional teams including software engineers, product teams, operations, and leadership to facilitate efficient communication and workflow.
• Coordinate company events, team meetings, conferences, workshops, and client engagements.
• Assist with vendor management, software subscriptions, procurement, and administrative operations as needed.
• Conduct research, gather information, and prepare summaries to support executive decision-making.
• Help manage and prioritize incoming requests, ensuring urgent matters are addressed promptly and appropriately.
• Support the executive in maintaining focus on strategic initiatives by proactively identifying opportunities to improve processes and operational efficiency.
• Handle confidential information with a high level of professionalism, integrity, and discretion.
• Respond to and manage client requests, special projects, and ad hoc assignments with exceptional attention to detail and a solutions-oriented mindset.