PART-TIME Bookkeeper & Executive Support

About the position

The Administrative Assistant/Bookkeeper position at GrierCo is a part-time role designed to provide essential support to the owner of a small investment office. This position combines administrative coordination with bookkeeping responsibilities, offering flexibility with 20-25 hours of work per week. The ideal candidate will be highly organized, detail-oriented, and capable of managing a variety of tasks to ensure smooth office operations.

Responsibilities

• Manage bookkeeping and financial tracking using QuickBooks for multiple company files.
• Oversee accounts payable and receivable.
• Prepare year-end tax packets for corporate and individual returns, ensuring accurate compilation of financial documents.
• Provide proactive administrative and technical support to the owner and key stakeholders.
• Manage calendars, schedule appointments, coordinate meetings, and arrange travel as needed.
• Handle sensitive and confidential information with discretion and professionalism.

Requirements

• 5 years of executive administrative support experience.
• Strong bookkeeping and financial tracking skills using QuickBooks.
• Proficient with Microsoft 365 suite.
• Ability to work autonomously with minimal supervision.
• Excellent organizational skills and attention to detail.
• Ability to offer basic technical support for standard office equipment.

Nice-to-haves

• Experience managing investments is a plus.
• Personal assistant experience.

Benefits

• Paid time off
• Flexible schedule