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Juna Financial Solutions 21 days ago
location: remoteus
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Title: Office Administrator | Executive Assistant – Part Time (Remote)

Location:

  • Remote (Any Location)

Category: Operations

Job Description:

Juna Financial’s mission is to empower our team and clients to reach their next level! We are a dynamic and forward-thinking accounting firm dedicated to empowering businesses through cutting-edge finance and accounting services. We specialize in partnering with small and medium-sized enterprises in the technology, biotech, life sciences and professional service industries. Our team is passionate, collaborative, and committed to providing next level accounting solutions.

We believe in providing meaningful career opportunities in a positive, collaborative, and supportive culture. Juna provides ongoing training, support, career growth opportunities and work-life balance.

The Office Administrator/Executive Assistant role is a remote (US based), Part Time (30 hours per week) position that allows for a flexible schedule during business hours (8am-6pm EST).

The Role:

We are looking for a part-time Office Administrator/Executive Assistant who will work directly with The CEO and Operations Manager as well as provide support to the Juna team.

To be successful in this role, you must:

  • thrive working behind the scenes
  • juggle multiple balls in the air seamlessly
  • enjoy being a generalist or “Jack of all trades” with administrative, HR, financial and marketing experience
  • be an early adopter of technology and get excited to discover new apps and software
  • always work to “make it better” and “go the last 10%”

You are:

  • highly organized
  • detail oriented
  • tech savvy
  • proactive
  • able to prioritize tasks effectively
  • flexible, able to pivot when priorities change
  • self directed and able to work with little supervision
  • happy to work independently or collaboratively
  • an excellent communicator
  • able to maintain strict confidentiality
  • discrete in handling sensitive information

The Duties/ Main Responsibilities:

Administrative Support

  • Document Management
  • General administrative support to the CEO
  • Develop efficient processes
  • Meeting coordination
  • Presentation creation
  • Coordinate travel
  • Create and update policy and procedures
  • Manage CRM database (HubSpot)
  • Monitor and triage company administrative email addresses
  • Special projects as needed

Compliance

  • State registrations and reporting as required
  • Annual report filing
  • 401k administrative coordination
  • Manage insurance and other compliance documentation

HR Support

  • Employee onboarding/offboarding
  • Coordinate employee gifts and celebrations
  • Assist the Operations Manager with employee engagement
  • General administrative assistance

Sales & Client Support

  • Create and maintain proposals, engagement letters, price agreements
  • Client administrative onboarding (invoicing, ShareFile set up, HubSpot)
  • Update and manage various client and sales reporting

Financial

  • Bookkeeping
  • Coordinate Juna bill pay and expense management system
  • Client invoicing
  • A/R Aging
  • Report management

Technical Support

  • Tech subscription management
  • Team “go to” for administrative application issues and troubleshooting
  • Liaison to Juna’s IT management company
  • Assist with information security management

Marketing

  • Assist with marketing activities
  • Website updates
  • Blog posting
  • Social Media post creation
  • Newsletter creation and distribution

Accounting Team Support

  • Assist with monthly financial statement downloading
  • Document management and organization

Required:

  • Associate Degree
  • 5+ years of experience
  • Excellent verbal and written communication skills
  • Tech Savvy – a must!
  • Experience with: MS Office, Excel, Slack, Google Workspace, QuickBooks Online, ShareFile or other cloud based document retention system, Asana or other project management software, Zapier

We offer:

  • Competitive salary, with paid time off (PTO) and company paid holidays
  • Comprehensive benefits package including medical insurance, short-term and long-term disability insurance, and a 401k plan with an employer match
  • Internet and home-office stipends
  • Collaborative team-based work environment
  • Career path and advancement opportunities

What our employees love about working at Juna:

Working at Juna is AWESOME! Juna is by far the most collaborative, exciting place I have worked in my career. It’s a great team of professionals that love what they do and do it well. Everyone gets along and has the same mission, to be the best in the field.

Working at Juna is amazing. I feel valued and supported not only with having the tools I need to do my job, but also emotionally. Even though we work remotely, Juna has created a collaborative culture and I genuinely like all of my co-workers.

Juna offers a challenging work environment within the accounting industry while offering the most flexibility and work-life harmony. It’s truly a pleasure working at Juna and even though the team is 100% remote it’s still a very collaborative environment and feels like family.

Commitment to Diversity:

Juna is committed to creating a erse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.