Job Description

Overview

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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.

Key Responsibilities

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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

Finance & Bookkeeping Support

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

Reporting & Analysis

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

General Administrative Support

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

What We're Looking For

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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

Personal Attributes

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

Requirements

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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

Why This Role Matters

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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 Schedule

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This is a remote position and requires working U.S. Eastern Standard Time (EST) hours.