Executive Assistant

Company Description

Peak Ventures Accounting and Analytics is a partner Company to Eakes & Company. Peak Ventures is a full-service accounting firm in San Diego County, serving business clients with high touch accounting, finance and M&A transactions. Bringing together several years of experience Ethan Harkleroad and Thor Eakes partnered to enable business owners and managers to have a pulse on their financial metrics. Peak Ventures delivers practical data fast with robust review procedures for accuracy. We focus on improvement: processes, revenue and profitability.

Role Description

This hybrid role, based in San Diego, CA, is for an Executive Assistant. The role entails managing daily administrative and management tasks, including:

1) Calendar and entity management

• Manage and organize executive calendars
• Handle entity management tasks: including Statement of Information filings, new entity setup, and monitoring FTB fees and filing requirements.

2) Accounting Support

• Send invoices monthly
• Perform credit card reconciliations
• Manage payroll processes bi-weekly
• Update AP trackers and upload invoices.

3) IT and Office Management

• Organize and maintain company files and ensure appropriate employee access to folders.
• Coordinate with outsourced IT firms to address technical issues.
• Manage office operations: insurance, payments and ordering supplies.

4) Executive's Support

• Book appointments, pay bills, and coordinate travel.
• Handle orders and gift purchasing

Qualifications

• At least 1 year of experience in similar role, with a preference for exposure to executive support, accounting, or compliance.
• Proficiency in Administrative Assistance and Executive Administrative Assistance, demonstrating the ability to manage schedules, organize tasks, and provide reliable executive support
• Strong knowledge of tools like Microsoft Office Suite and QBO.
• Excellent organizational and multitasking skills with attention to detail.
• Strong communication skills and a high level of discretion with sensitive information.
• Proficiency in English (spoken and written).
• Excellent time-management and organizational abilities

Other

• 10-15 hours per week – likely room for more in near term
• $25-$32.5 per hr. based one experience