Finance and Admin Assistant

Overview

We are recruiting on behalf of our client for a Finance and Admin Assistant. This is a dual-function role supporting both the finance and administrative operations of a US-based client, with a primary focus on day-to-day bookkeeping transactions and client-facing document management. The successful candidate will work remotely and be required to align with US Eastern Standard Time (EST) business hours. This role suits someone who is detail-oriented, organized, and comfortable switching between financial tasks and general administrative support. It is an excellent opportunity for a candidate with foundational bookkeeping skills who enjoys variety in their work and takes ownership of routine but essential business functions.

Key Responsibilities

• Record and process day-to-day financial transactions, including invoices, payments, and expense entries
• Maintain accurate and up-to-date records in the accounting or bookkeeping system
• Follow up with clients to collect outstanding documents, signed forms, and supporting records
• Organize and maintain digital filing systems for both financial and administrative documents
• Assist with basic account reconciliations and report preparation as directed
• Coordinate administrative tasks such as scheduling, correspondence, and data entry
• Communicate with clients and internal team members in a professional and timely manner

Requirements

• Matric (Grade 12) is essential; a National Diploma or ICB qualification in Bookkeeping, Accounting, or Finance is advantageous
• Demonstrated experience performing bookkeeping or financial data entry tasks
• Proficiency in at least one accounting or bookkeeping software platform (e.g., QuickBooks, Xero, or similar)
• Strong written and verbal English communication skills, suitable for client-facing correspondence
• Reliable home office setup with stable internet connectivity to support US EST business hours
• Proficiency in Microsoft Office or Google Workspace, particularly Excel/Sheets and Word/Docs

Preferred Experience

• Prior experience in a combined finance and administrative support role
• Familiarity with document management or client onboarding processes
• Experience working with US or UK-based clients or in a remote staffing environment
• Exposure to accounts receivable, accounts payable, or basic reconciliation processes

Key Competencies

• Strong communication skills
• High attention to detail
• Strong organisational skills
• Ability to work independently
• Professionalism and reliability