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Executive Assistant - Financial Administration

πŸ“… Dec 12, 2025
Executive AssistanceFinancial AdministrationClient InvoicingReconciliations
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πŸ“œ Description

  • Manage the COO/CFO’s calendar, inbox, travel arrangements, meetings, and follow-up actions.
  • Research rebate programs and summarize findings and recommendations for the COO.
  • Track project progress, rebates, and documentation in Google Sheets; coordinate with clients, program administrators, and Project Managers.
  • Prepare reports and briefing materials, maintain organized records, and handle sensitive information confidentially.

πŸ› οΈ Requirements

  • 3+ years' experience as an Executive Assistant or equivalent finance/accounts administration experience.
  • Experience with invoicing, reconciliations, or financial document preparation.
  • Strong proficiency in Google Sheets or Excel for tracking budgets, projects, and documentation.
  • Experience with or aptitude for application, grant, or rebate administration, including documentation tracking and closeout.
  • Strong organization, multitasking, communication, initiative, and attention to detail.
  • Professional discretion when handling sensitive financial and business information.
Full job description

QuickTeam is seeking a skilled and experienced Executive Virtual Assistant to provide comprehensive administrative support to the COO/CFO, with a strong focus on financial administration and rebate program management. This role combines traditional executive support β€” calendar management, correspondence, travel, and meeting coordination β€” with hands-on responsibility for client invoicing, rebate applications, and budget documentation. You'll need exceptional organizational skills, financial literacy, and the ability to manage a diverse set of responsibilities in a fast-paced environment.

  • Full-time, 40 hours/week
  • Fully remote, work from home
  • Salary: R20,000/month, commensurate with skills and experience
  • Availability to work during EST business hours

Responsibilities:

    • Client Invoicing: Prepare and process client invoices accurately and on time.
    • Rebate Budget Forms: Complete and manage budget forms required for rebate applications.
    • Load Letters: Prepare and submit load letters as required by rebate programs.
    • Rebate Applications: Prepare, submit, and track rebate applications from start to finish.
    • Closeout Documentation: Manage rebate closeout documentation and ensure timely submission.
    • Program Research: Research available rebate programs and provide concise summaries and recommendations to the COO.
    • Program Administrator Liaison: Maintain regular communication with rebate program administrators regarding the status of applications and closeouts.
    • Progress Tracking: Update and maintain Google Sheets to accurately track project progress, rebates, and related documentation.
    • Stakeholder Meetings: Attend Microsoft Teams meetings with rebate companies to discuss the status of rebate applications and closeouts.
    • Client Liaison: Liaise with clients to obtain all required documentation for rebate applications.
    • Project Manager Collaboration: Maintain strong communication and collaborate closely with Project Managers throughout the project lifecycle.
    • Ongoing Training: Participate in regular training sessions with the COO to stay up to date on rebate programs, processes, and industry requirements.
    • Calendar Management: Efficiently manage the COO/CFO's complex and ever-changing schedule, including meetings, conference calls, and appointments. Anticipate scheduling conflicts and proactively resolve them.
    • Email and Correspondence: Monitor and prioritize the inbox, draft and respond to emails, and ensure timely and accurate communication with internal and external stakeholders.
    • Travel Arrangements: Arrange travel logistics including flights, accommodations, transportation, and itinerary planning.
    • Meeting Coordination: Prepare agendas, coordinate logistics, take minutes, track action items, and follow up on outstanding tasks.
    • Confidentiality and Discretion: Handle sensitive and confidential financial and business information with the highest level of integrity.
    • Documentation and Filing: Organize and maintain files, records, and documentation, both electronic and physical, ensuring easy retrieval.
    • Research and Analysis: Conduct research, gather data, and prepare reports and briefing materials to support decision-making.

Requirements

    • 3+ years' experience as an Executive Assistant, or equivalent experience in finance/accounts administration
    • Demonstrated experience with invoicing, reconciliations, or financial document preparation
    • Strong proficiency in Google Sheets/Excel for tracking budgets, projects, and documentation
    • Experience with, or strong aptitude for, application or grant/rebate-style administrative processes (intake, documentation tracking, status reporting, and closeout)
    • Comfortable communicating with external program administrators and stakeholders via email and Microsoft Teams
    • Strong organizational and multitasking skills with the ability to prioritize tasks effectively
    • Excellent verbal and written communication skills
    • Ability to work autonomously and take initiative in a fast-paced environment
    • Discretion and professionalism in handling sensitive financial and business information
    • A proactive, detail-oriented mindset with a willingness to learn and grow
    • Comfortable working EST business hours
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