Bookkeeper & Administrative Coordinator

AI overview

Support daily financial operations and administrative functions for three separate U.S.-based companies to ensure accurate financial records and smooth workflows.

Position Overview

We are seeking a highly reliable, detail-oriented Remote Bookkeeper & Administrative Coordinator to support

daily financial operations and administrative functions for a growing U.S.-based business. We operate three

separate companies. This role is critical to maintaining accurate financial records, ensuring smooth

operational workflows, and supporting leadership with administrative execution.

Key Responsibilities

Bookkeeping & Accounting Support

  • Maintain accurate financial records using accounting software (QuickBooks Online)
  • Perform bank and credit card reconciliations
  • Manage Accounts Payable (AP) and Accounts Receivable (AR)
  • Prepare monthly financial reports and cash tracking
  • Assist with chart of accounts management and transaction categorization
  • Identify and resolve discrepancies or unusual transactions
  • Support external accountants or CPAs as needed

Administrative Support

  • Maintain data in spreadsheets (Excel and Google Sheets)
  • Manage emails, calendars, and scheduling as assigned
  • Prepare and organize documents, reports, purchase orders, and invoices
  • Coordinate with vendors and assist with customer communications
  • Track tasks, deadlines, and operational checklists
  • Maintain organized digital filing systems
  • Support internal processes and special projects

General Responsibilities

  • Work independently with strong initiative and problem-solving skills.
  • Maintain accuracy and attention to detail in all tasks.
  • Communicate clearly in English with the business owner and team.

Requirements

Qualifications – Required

  • Proven experience in bookkeeping and administrative support
  • Strong knowledge of basic accounting principles
  • Experience with QuickBooks Online
  • High attention to detail and accuracy

Qualifications – Preferred

  • Experience supporting U.S.-based businesses
  • Familiarity with Google Workspace (Sheets, Docs, Drive)
  • Prior remote work experience
  • Process-improvement mindset

Benefits

  • Client Relationship : You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.
  • Payments : All payments for your services will be handled by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you. 
  • Vacation Leaves and Holidays : While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client’s business needs and any specific policies or preferences they may have in this regard. 

Employment Type: Full-Time

Time Zone: Central Time Zone

Application Process:

  • As part of your application, you’ll be asked to record your responses to the initial interview questions through a Loom video (questions & instructions are in the application page).
  • Our team will carefully review your submission, and if shortlisted, we’ll share your responses with the client for their review and next steps.
  • Please treat this recording as you would a real interview:
    • Come prepared and make sure you’re clearly visible on camera.
    • Record your answers in a quiet, well-lit, and clutter-free space with a stable internet connection.
  • We’re excited to get to know you better! Show us your personality and strengths. We encourage you to answer authentically and in your own words, without reading from a script or using AI tools.

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