Executive Assistant AI & Accounting Experience

High Profile is partnering with our client, a boutique investment management firm in Southlake, TX, to identify an experienced and proactive Executive Assistant with AI and Accounting experience. This unique opportunity combines executive support, office operations, and technology-driven accounting processes within a small, collaborative team. The ideal candidate is organized, tech-savvy, self-motivated, and comfortable taking ownership of daily operations. This role is perfect for someone who enjoys variety, embraces new technology, and thrives in a flexible, results-driven environment. Key Responsibilities Provide executive and administrative support to the CEO and CFO, including calendar management, correspondence, and scheduling. Oversee daily office operations, including mail distribution, document management, and general administrative needs. Monitor and manage an AI-powered accounting system, ensuring accurate processing of routine financial activities. Review billing, collections, partnership records, and financial reports for accuracy and follow-up. Coordinate monthly accounting data uploads into QuickBooks. Identify system discrepancies, troubleshoot issues, and collaborate with external technology consultants. Assist with occasional client inquiries, insurance claims, and electronic funds transfers. Maintain organized records and ensure confidential business information is handled appropriately. Proactively identify opportunities to improve workflows, efficiency, and overall office operations. Qualifications Proven experience in executive assistance, office management, accounting support, or a similar administrative role. Basic accounting knowledge and familiarity with financial processes, including billing, collections, and reconciliations. Experience with QuickBooks or similar accounting software preferred. Strong technical aptitude and willingness to learn and work with AI-powered tools. Excellent organizational, multitasking, and problem-solving skills. Professional written and verbal communication skills with a service-oriented mindset. Ability to work independently, anticipate needs, and manage responsibilities with minimal supervision. Strong attention to detail, discretion, and adaptability in a small-team environment. Proficiency in Microsoft Office, particularly Excel, Outlook, and Word. #J-18808-Ljbffr High Profile, Inc.