Job Description

Executive Assistant & Bookkeeper

A well-established, privately held corporate office in Charlotte is seeking an Executive Assistant with a strong eye for detail and experience in bookkeeping to support the CEO. This unique role blends traditional executive support with accounting tasks, including personal and investment-related bookkeeping.

This is a fantastic opportunity to join a family-oriented company with a collaborative culture, excellent benefits, and a conveniently located office surrounded by great amenities! Salary up to $70k a year.

Key Responsibilities:

• Provide administrative support to the CEO, including managing calendars, coordinating meetings, and handling travel arrangements (business and personal)
• Prepare correspondence, reports, and other documentation
• Manage personal bookkeeping: track income and expenses, reconcile accounts, handle bill payments, and prepare monthly reports
• Assist with accounting for investment entities: record transactions, track contributions/distributions, and maintain investment schedules

Qualifications & Skills:

• Bachelors degree preferred
• Great Communication skills both written and verbal
• Familiarity with intercompany transactions and personal bookkeeping
• QuickBooks experience preferred
• Proficiency in Microsoft Excel and strong organizational skills
• Ability to manage multiple tasks, meet deadlines, and work collaboratively

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