Freelance Executive Assistant, Finance & Bookkeeping Experience

JamPot

Executive Assistant position managing executive operations and finance support remotely for various clients. Requires tech-savviness and expertise in bookkeeping and AI tools for efficiency.

Posted 7/13/2026contractRemote • 🇬🇧 United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing calendars, coordinating travel, and performing bookkeeping tasks using accounting software like Xero and QuickBooks. Proficient in utilizing AI tools for research, email drafting, and workflow automation to enhance operational efficiency.

Highest-signal resume keywords

Bookkeeping ExperienceProficiency in XeroExperience with AI ToolsWorkflow Automation Using ZapierExceptional Organizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BookkeepingAccounts PayableAccounts ReceivableExpense TrackingBank ReconciliationFinancial ReportingDocument PreparationMeeting CoordinationTask ManagementPrompt Writing

Soft Skills

Attention to DetailTime ManagementCommunication AbilitiesInterpersonal SkillsProfessionalism

Tools & Technologies

XeroQuickBooksZapierGoogle WorkspaceMicrosoft OfficeAI ToolsVideo Conferencing ToolsProject Management ToolsCloud-Based ApplicationsEmerging AI Software

Industry Keywords

Family OfficesHigh Net Worth IndividualsFractional RoleContract-Based RoleOffice Management Systems

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Experience using AI tools like ChatGPT Claude and Gemini
Prompt writing and optimization
Ability to automate workflows using Zapier Make or similar platforms
Experience using AI for:
- Research
- Summarization
- Email drafting
- Task management
Hands on bookkeeping and finance support experience
Proficiency using accounting software such as Xero QuickBooks Sage or similar financial platforms
Experience managing accounts payable accounts receivable invoicing expense tracking bank reconciliations or other bookkeeping tasks
Experience working in a fractional freelance or contract based role
Exceptional organizational and time management skills
Excellent communication and interpersonal abilities
Proficient in Microsoft Office Google Workspace and cloud based business applications
Ability to multitask and prioritize tasks effectively
Strong attention to detail and accuracy
High degree of professionalism and confidentiality
Ability to work independently and remotely
Flexible schedule and availability
Demonstrated experience supporting multiple executives or clients simultaneously
Experience with project management tools
Familiarity with video conferencing and online collaboration tools
Knowledge of office management systems and procedures
Experience working with high net worth individuals is preferred but not essential
Experience working with Family Offices is preferred but not essential
Experience working with business leaders is preferred but not essential
Flexible to occasionally meet clients in person if requested
Knowledge of emerging AI software tools models and methodologies that enhance executive support and operational efficiency

Benefits

Comp & perks

You will be working as a contractor under the The People Group company name, therefore you are not a direct employee and only work as a contractor for our business.
The benefit of this structure means, all of our clients sign contracts directly with The People Group and not you as the Contractor, therefore you are protected as a remote contractor as The People Group take cares of the client service side of the function.