EXPERIENCED EXECUTIVE Assistant

WE’D LOVE TO HEAR FROM YOU

* great culture and working environment
* permanent work from home setup
* Above Market Starting Pay Scale with increases
* Permanent WFH Opportunities
* Part-Time, Full-Time
* Health & Wellness Allowance
* Paid Time Off (PTO) Yearly
* Monthly Bonus Drawings
* 90 Day Loyalty and Performance Bonus
* Profit Sharing
* Professional Development + Training
* Exclusive Membership in our Community of Unicorns
* Referral Bonus Opportunity

Location: Remote – 9 a.m – 5 p.m. EST

Please send us your most updated CV in PDF format to [Click to view] subject

EXPERIENCED EXECUTIVE Assistant

We’re a tax and advisory practice focused on web3 and digital assets. We offer cryptocurrency/digital asset tax reporting, compliance services such as tax preparation as well as agency/notice resolution, advisory services, and treasury/financial reporting.
We’ve been around since early 2021, but I’ve been performing this type of work since 2018 through another practice.
We are an efficient, human-focused advisory firm employing industry-leading tools and facilitating a deeper client connection. We leverage several years of experience working in tech, finance, accounting, and tax to negotiate the cryptocurrency landscape.
We exercise good judgment as we provide reasoned, objective, and critical recommendations to our clients balancing the existing framework with an evolving ecosystem. This necessitates exploring, understanding, and adapting to bridge the gap.

Someone to help carry leadership’s voice and be dedicated to client enablement.
Making sure communication is held.
Contract to proposal issuance management
Client relationship on the front end and intake
Handling the VIP clients that do not fit the mold.
Ongoing client relationships ad-hock
Managing client meetings and scheduling
HR – helping contacts
Issuing invoices and managing bookkeeping
Filtering collections for the day and inserting them into Excel sheets.
Backoffice cleanup.
Qualitative care throughout the client process
Help notice gaps and fires and assist leadership with putting them out.
Respond to clients responsibly and relay that information to leadership.
Ensuring emails are read and up to date so they do not fall through the cracks.
Keeping track of communication and following up from start to finish.
Partner with and support Operations Manager
Update leadership task lists to ensure they are up-to-date.
Ownership of compilation or drafting.
Someone who can write prompts through Chat GPT.

Tech-Savy
diplomatically placed with contact in order to keep professionalism up to par.
Procedural experience.
experience with professional services
Personable and friendly
Someone who can handle complex clients
Being available to offer reassurance
Using good judgment
Initiative
Autonomy is significant along with independence
Carry through your tasks
Providing solutions when problems arise
Responsive and open to same-day updates

WE’D LOVE TO KNOW WHAT MAKE YOU A GREAT FIT FOR THIS ROLE.

We look forward to hearing from you!