Job Details

In-Person | Ocala, FL | Hourly Position | 40 hours/week | Benefits Available

Support our CEO with daily operations, client communications, and strategic initiatives. This role is critical to our client success, handling comprehensive client onboarding and implementation processes. Perfect for a detail-oriented professional who thrives in a fast-paced healthcare finance environment.

Key Responsibilities:

Lead comprehensive client onboarding and implementation processes

Manage CEO's calendar and appointments

Ensure seamless client transitions and system setup

Assist with business growth development and new endeavors

Work with sales and marketing team on initiatives

Handle client communications and follow-ups

Coordinate meetings and travel arrangements

Assist with project management and deadlines

Requirements:

5+ years tax and accounting firm experience required

3+ years executive assistant experience required

Exceptional attention to detail skills - accuracy is critical

Clean background check required

Must be tech-savvy with strong technology skills

QuickBooks Online, Canopy, and Office 365 proficiency

Excellent communication and organizational skills

Strong client relationship management abilities

Ability to work independently and prioritize tasks

Professional demeanor with clients

Healthcare industry experience preferred

Bookkeeping experience a plus