Finance Virtual Assistant

Job Title: Senior Virtual Assistant (Finance-Savvy | Remote – U.S. Based Company)

Location: Remote (Preferred: Latin America, Portugal, South Africa)
Full-Time | Monday to Friday, 8 AM – 5 PM U.S. Time (EST/CST)
Unlimited Paid Time Off (PTO)

About Us

We are a fast-paced, U.S.-based company driven by excellence, innovation, and global collaboration. Our fully remote team spans multiple continents, and we’re committed to creating a high-performance environment rooted in trust, structure, and strategic thinking. As we continue to grow, we’re looking for a Senior Virtual Assistant who is highly organized, confident with numbers, and skilled at keeping executive and operational functions running smoothly.

Position Overview

As a Senior Virtual Assistant, you’ll provide top-tier administrative support to company leadership, help manage projects, coordinate internal operations, and handle light financial and bookkeeping tasks. This is a varied, fast-paced role for someone who loves bringing order to chaos, communicates clearly, and takes initiative without needing to be micromanaged.

Key Responsibilities

Executive & Administrative Support

• Manage calendars, meetings, and appointments across U.S. time zones

• Coordinate travel, prepare meeting materials, and support leadership with day-to-day admin

• Manage inboxes, draft professional correspondence, and ensure timely follow-ups

Operations & Project Coordination

• Track projects and task completion using tools like ClickUp or Asana

• Maintain team workflows, SOPs, and documentation

• Schedule team meetings, track action items, and support onboarding

Light Finance & Bookkeeping Support

• Assist with invoice creation and expense tracking

• Enter and categorize transactions in accounting software (e.g., QuickBooks)

• Support month-end reporting and document organization

• Communicate with vendors, clients, or accountants when needed

Team & Client Coordination

• Schedule internal and external calls and briefings

• Help maintain CRM records and assist with client communication

• Collaborate with cross-functional teams and provide general support as needed

What We’re Looking For

• 5+ years of experience as a Virtual Assistant or Executive Assistant

• Strong administrative background with confidence in light finance tasks

• Excellent written and spoken English — professional, clear, and polished

• Highly organized, detail-oriented, and proactive

• Comfortable working independently and managing shifting priorities

• Experience supporting U.S.-based businesses remotely

• Located in Latin America, Portugal, or South Africa

• Available full-time Monday to Friday, 8 AM – 5 PM U.S. time (EST or CST)

Bonus Tools Experience

• Google Workspace

• Slack & Zoom

• ClickUp, Asana, or Trello

• QuickBooks or Xero (light usage)

• HubSpot or CRM platforms

• Notion, Dropbox

What You’ll Gain

• A long-term, full-time role in a stable and growing company

• Work directly with an experienced, fast-paced leadership team

• Flexible, respectful, and values-driven remote culture

• Opportunities to expand your skills in operations and finance

• Unlimited PTO, U.S. holidays off, and a flexible work environment