Bookkeeper/Executive Assistant

Position: Bookkeeper/Executive Assistant. Independent Contractor. This is not an

offer of employment.

Reporting: Reports directly to client.

Compensation: $30 to $40 per hour. Average about 5 hours a week.

Position Overview: Mostly bookkeeping for the client and various businesses he owns. Client

is a capital markets investor and his portfolios need to be kept

up to date. All work will be done at client's home office.

Duties Include:

• Bookkeeping and personal bill paying. Bills for corporations.

• Liaison with CPA and banks on all finances.

• Liaison with all Investment Advisors (8).

• Create income and expense statements.

• Create budgets.

• Reconcile Advisor Statements with bank statements and personal reports.

• Office administration. Filing. Maintain office supplies.

• Oversee property management company in Santa Rosa (CA) for rental and maintenance of two apartment properties.

Core Competence:

* Experience as an Executive Assistant or executive-level personal assistant.

* Experience in financial administration, including stock and bond portfolio reconciliation.

* Technical proficiency, specifically in MS Office (Outlook, Excel, Word), and QuickBooks.

* Must have a good understanding of financial language.

Skills: Accounting, Bookkeeping, Finance, Tax, Xero

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About the Employer:
( 0 reviews ) Los Angeles, United States

Project ID: #18703501

26 freelancers are bidding on average $442 for this job


Greetings I am a Chartered accountant with significant experience in financial modelling and accounting I am keen to help you with the requirements. Look forward to hear from you. Thanks, RRC

$250 USD in 7 days
(78 Reviews)

Hi, I'm a Chartered Accountant having experience of more than ten years in accounting, finance, audit and taxation . Moreover, I'm expert in quick book and xero accounting. Please check my profile for more reviews and More

$750 USD in 20 days
(64 Reviews)

Pleasure to help you. I can do bookkeeping and accounting job using Quickbooks. Feel free to message me to start the job. Thank you so much.

$300 USD in 10 days
(31 Reviews)

Hi. I'm Edgar Díaz. I'm an Urban Planner with an MBA and a specialist in Project Management (PMI). I have experience in accounting. I am a student of AIPB, AAA, ACCA

$250 USD in 30 days
(25 Reviews)

Hello, How are you doing.? I'm an experienced Virtual Assistant and offshore accountant and expert in data entry, Accounting and have worked before for many US zones like IL,NC,NY,NJ,TN,IN,VA I'd be happy to h More

$611 USD in 10 days
(2 Reviews)

Hi, I would to offer my services for your project Bookkeeper/Executive Assistant. I am an India based accountant having more than five years experience and also expert in Microsoft Excel including complex formulas an More

$250 USD in 10 days
(9 Reviews)

Hey! Please contact me first before placing any order. I am a qualified chartered accountant and working in an Audit/Consultancy firm as an auditor from 7 years. I had done ACCA, ICAEW, ICAP.I have experienced more tha More

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(4 Reviews)

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Hey I am interested in your project. Please send me a message so that we can discuss more. I am available for 30 hrs a week.

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Dear Client, I am a Chartered Accountant (CPA) having a diversified experience in the field of accounting and payroll, auditing, financial analysis, financial planning, book keeping, tax preparation and related fields More

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Possessing more than 8 years of experience of working in diverse financial positions with multiple companies, I have gained an extensive insight within this field. My key accounting and financial competencies include, More

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Seven and half years of experience in the Accounting field  Excellent Accounting knowledge.  Expert in Ms Excel(8 Years)  Excellent skills Ms word ,Power Point& Outlook

$444 USD in 10 days
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$555 USD in 10 days
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I am a chartered accountant in South Africa. I am a Xeri certified advisor and have been working with client across the world for the last 2 years. Relevant Skills and Experience Excellent written communication. Under More

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