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Job Description Job Title: Executive Assistant & Bookkeeper Location: 140 Newport Center Drive, Newport Beach, CA 92651 Position Type: Full-Time Reports To: CEO / CPO Position Overview We are seeking a highly organized, proactive, and detail-oriented Executive Assistant & Bookkeeper to support our executive team and manage the day-to-day financial operations of the business. This dual-role position requires a professional who is comfortable wearing multiple hats, thrives in a dynamic environment, and can maintain confidentiality, accuracy, and efficiency across both administrative and bookkeeping tasks. This is a full-time role based on a standard Monday through Friday, 9:00 AM to 5:00 PM schedule, with the expectation of evening and weekend availability as needed to support executive and business demands. Key Responsibilities Executive Assistant Duties (approx. 50%) · Provide high-level administrative support to the CEO and CPO, including managing calendars, scheduling meetings, and coordinating travel arrangements. · Prepare and edit documents, reports, presentations, and internal communications. · Act as a gatekeeper and liaison between executives and internal/external stakeholders. · Assist with project management, tracking action items, and following up on deadlines. · Organize and maintain electronic filing systems and manage sensitive information with discretion. · Support event planning, meeting logistics, and special projects as needed. · Be responsive and available for urgent executive needs during evenings or weekends, as necessary. Bookkeeping Duties (approx. 50%) · Perform daily financial transactions including posting and verifying receipts, invoices, and payments. · Manage accounts payable and receivable, ensuring accurate and timely processing. · Reconcile bank statements, credit cards, and other financial accounts. · Prepare monthly, quarterly, and annual financial reports. · Maintain the general ledger and ensure compliance with relevant laws and internal controls. · Assist with budget tracking, cash flow management, and year-end audit preparation. · Use accounting software such as QuickBooks, Xero, or similar platforms. Qualifications Required · Proven experience as an Executive Assistant and/or Bookkeeper (3+ years preferred). · Proficiency in Microsoft Office Suite and Google Workspace. · Proficiency in accounting software (e.g., QuickBooks, Xero, FreshBooks). · Strong understanding of basic accounting principles and practices. · Excellent written and verbal communication skills. · Ability to multitask, prioritize, and work independently in a fast-paced environment. · High level of integrity and discretion in handling confidential information. · Willingness to work evenings and weekends as needed. Preferred · Associate’s or Bachelor’s degree in Business Administration, Accounting, Finance, or related field. · Experience working in a small business or startup environment. · Familiarity with CRM, project management tools, and online scheduling systems. Compensation Starting salary: $48,000 annually Flexible work schedule when possible, balanced with availability expectations. Professional development opportunities. To Apply Please submit your resume and a cover letter highlighting your relevant experience and why you're a great fit for this hybrid role. Contact: Ariah Elmore, Chief People Officer, at aelmore@iperformx.com to inquire with a resume.
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Job Description Job Title: Executive Assistant & Bookkeeper Location: 140 Newport Center Drive, Newport Beach, CA 92651 Position Type: Full-Time Reports To: CEO / CPO Position Overview We are seeking a highly organized, proactive, and detail-oriented Executive Assistant & Bookkeeper to support our executive team and manage the day-to-day financial operations of the business. This dual-role position requires a professional who is comfortable wearing multiple hats, thrives in a dynamic environment, and can maintain confidentiality, accuracy, and efficiency across both administrative and bookkeeping tasks. This is a full-time role based on a standard Monday through Friday, 9:00 AM to 5:00 PM schedule, with the expectation of evening and weekend availability as needed to support executive and business demands. Key Responsibilities Executive Assistant Duties (approx. 50%) · Provide high-level administrative support to the CEO and CPO, including managing calendars, scheduling meetings, and coordinating travel arrangements. · Prepare and edit documents, reports, presentations, and internal communications. · Act as a gatekeeper and liaison between executives and internal/external stakeholders. · Assist with project management, tracking action items, and following up on deadlines. · Organize and maintain electronic filing systems and manage sensitive information with discretion. · Support event planning, meeting logistics, and special projects as needed. · Be responsive and available for urgent executive needs during evenings or weekends, as necessary. Bookkeeping Duties (approx. 50%) · Perform daily financial transactions including posting and verifying receipts, invoices, and payments. · Manage accounts payable and receivable, ensuring accurate and timely processing. · Reconcile bank statements, credit cards, and other financial accounts. · Prepare monthly, quarterly, and annual financial reports. · Maintain the general ledger and ensure compliance with relevant laws and internal controls. · Assist with budget tracking, cash flow management, and year-end audit preparation. · Use accounting software such as QuickBooks, Xero, or similar platforms. Qualifications Required · Proven experience as an Executive Assistant and/or Bookkeeper (3+ years preferred). · Proficiency in Microsoft Office Suite and Google Workspace. · Proficiency in accounting software (e.g., QuickBooks, Xero, FreshBooks). · Strong understanding of basic accounting principles and practices. · Excellent written and verbal communication skills. · Ability to multitask, prioritize, and work independently in a fast-paced environment. · High level of integrity and discretion in handling confidential information. · Willingness to work evenings and weekends as needed. Preferred · Associate’s or Bachelor’s degree in Business Administration, Accounting, Finance, or related field. · Experience working in a small business or startup environment. · Familiarity with CRM, project management tools, and online scheduling systems. Compensation Starting salary: $48,000 annually Flexible work schedule when possible, balanced with availability expectations. Professional development opportunities. To Apply Please submit your resume and a cover letter highlighting your relevant experience and why you're a great fit for this hybrid role. Contact: Ariah Elmore, Chief People Officer, at aelmore@iperformx.com to inquire with a resume.
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