Part Time* Personal Assistant / Bookkeeper

ZIVELO - Scottsdale, AZ (30+ days ago)3.5


Job Description

Summary

We are looking for a Personal Assistant with a heavy focus on bookkeeping to support our Founder/CEO. The ideal candidate is a self-starter who excels in scheduling, organizing, completing, and facilitating a variety of tasks. This is a part-time / contract position to start, which has the potential to develop into a full-time position.

Core Functions

Maintain accurate books and records with the ability to produce timely financial statements
Setting up automatic bill-pays
Coordinating directly with Financial Advisors, Tax Consultants, and other Financial Professionals.
Keeping accurate records of Financial and Tax documentation
Audit existing accounts and make recommendations to improve efficiency
Taking initiative to notify employer of any issues or action items related to all of the above
Produce creative solutions for strategic financial planning facilitation
Ability to work under pressure to handle a wide variety of confidential matters with discretion Qualifications

Education and/or Experience

Bachelors / Associates Degree in Accounting
Experience using Accounting Software
Skilled in the use of Microsoft office software to include Word, Excel, PowerPoint, and Outlook
Project Management style organization skills
Quick learner that demonstrates exceptional initiative
Unconventional and astute personality preferred
Eye for Real Estate Design, a plus

Skills and Attributes

Excellent writer and efficient communicator
Attention to detail and extremely organized
Fast learner
Self-motivated
Ability to prioritize and multi-task in a fast-paced environment
Highly dependable and reliable

Additional Information

Up for the Challenge? How to Apply:
Please include the following details in your application:
Current Location
Relevant Experience Highlights
Available Start Date
Desired Compensation
ZIVELO is an equal opportunity employer and provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, or genetics.