Administrative Assistant
1 week ago
Overview
We are looking for a high-level Administrative Assistant who is proactive, intelligent, and able to work beyond basic task execution. This person must think critically and solve problems independently, especially when dealing with data, finance systems, and operational workflows.
You will work across operations, finance, and reporting using loan processing software, QuickBooks, and advanced spreadsheet tools. The ideal candidate is detail-oriented, adaptable, tech-savvy, and easy-going.
Data & Operations Support
Work with loan management software (historic and current data)
Perform complex data entry, validation, and data clean-up
Research inconsistencies and resolve discrepancies proactively
Maintain accurate digital records across systems
Assist with QuickBooks, including:
Posting transactions
Reconciling accounts
Reviewing coding accuracy
Preparing summaries for the bookkeeper or finance manager
Support basic financial reporting and internal controls
Build and maintain spreadsheets in Excel / Google Sheets
Prepare reports, summaries, dashboards, and graphs
Extract insights from data and highlight trends or issues
Present information clearly and professionally
Manage email inboxes, prepare documents, and maintain schedules
Support team members with various admin functions
Maintain workflows and action items
Assist with ad-hoc operational projects
Essential Skills
Thinks critically and solves problems independently (not just a task-taker)
Excellent Excel skills (VLOOKUP/XLOOKUP, Pivot Tables, formulas)
Solid QuickBooks experience (minimum 12 years)
Comfortable using financial or loan-related systems
High attention to detail and accuracy
Able to work efficiently with minimal supervision
Smart, proactive, and resourceful
Easy-going and flexible
Highly adaptable and willing to take on a wide range of tasks
Fast learner who enjoys complex work
Strong communication and organisational skills
High integrity and reliability
2+ years in an administrative, financial, or operations support role
Experience with financial or loan systems (preferred)
Strong computer literacy (Google Workspace, Excel, QuickBooks)
Stable internet and suitable remote-working environment
This role is critical to keeping our data, reporting, and financial processes accurate and running smoothly. You will be the person who spots problems early, solves them independently, and keeps operations moving without needing micromanagement.
Work ScheduleThis is a remote position and requires working U.S. Eastern Standard Time (EST) hours.
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